# Board Of Trustees Of Joint Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-joint-benefit-trust-946284253-501

> Board Of Trustees Of Joint Benefit Trust's 401(k) plan: 2,100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Joint Benefit Trust

- **Sponsor EIN:** 946284253

- **Sponsor Address:** 4160 DUBLIN BOULEVARD, SUITE 100, DUBLIN, CA, 94568

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,100

- **Total Assets:** $60.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,100|$60.9M|$40.4M|$304,956|

| 2023|1,869|$59.2M|$40.0M|$395,940|

| 2022|1,902|$58.7M|$41.4M|$546,579|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HEALTH SERVICES & BENEFIT ADMIN INC|Other Service Provider|$3,105,490|—|$3,105,490|

| ANTHEM BLUE CROSS OF CALIFORNIA|Other Service Provider|$609,480|—|$609,480|

| HEALTH SERVICES FOUNDATION|Other Service Provider|$265,583|—|$265,583|

| WITHUMSMITH+BROWN, PC|Auditor|$187,649|—|$187,649|

| RAEL & LETSON|Other Service Provider|$135,000|—|$135,000|

| BEESON, TAYER & BODINE, APC|ERISA Attorney|$114,441|—|$114,441|

| HEALTHCARE STRATEGIES|Other Service Provider|$74,254|—|$74,254|

| TRUCKER HUSS, APC|ERISA Attorney|$71,854|—|$71,854|

| TEAMSTERS ASST. REB. PLAN|Other Service Provider|$42,565|—|$42,565|

| US BANK|Recordkeeper|$28,148|—|$28,148|

| CVS CAREMARK|Other Service Provider|$23,081|—|$23,081|

| MEDEXPERT INTL. INC|Other Service Provider|$19,000|—|$19,000|

| ARRIN CONSULTING|Other Service Provider|$18,752|—|$18,752|

| VISION SERVICE PLAN|Other Service Provider|$13,108|—|$13,108|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$9,240|$9,240|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [BEESON, TAYER & BODINE, APC](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — ERISA Attorney

- [TRUCKER HUSS, APC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,717,645

- **Estimated Expense Ratio:** 7.742% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,031,935|$175,227|$3,012,840|$83,825|—|

| 2023|$4,822,784|$167,580|$3,012,840|$76,397|—|

| 2022|$4,938,887|$148,630|$3,012,840|—|$542,353|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-joint-benefit-trust-946284253-501)

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