# Board Of Trustees Of The Above Named Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-above-named-plan-951917053-501

> Board Of Trustees Of The Above Named Plan's Health & Welfare plan: 458 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 The Above Named Plan

- **Sponsor EIN:** 951917053

- **Sponsor Address:** 1325 NORTH GRAND AVENUE, COVINA, CA, 917244044

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 458

- **Total Assets:** $14.2M

## 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|458|$14.2M|$7.3M|$42,467|

| 2023|442|$14.2M|$6.7M|$28,934|

| 2022|405|$13.3M|$7.2M|$12,791|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$232,821|—|$232,821|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$57,204|—|$57,204|

| BERRY & CO., CPA'S LTD|Other Service Provider|$53,102|—|$53,102|

| WOHLNER KAPLON CUTLER HALFORD ET AL|Other Service Provider|$45,828|—|$45,828|

| U.S. BANK, N.A.|Recordkeeper|$26,039|—|$26,039|

| MEKETA INVESTMENT GROUP, INC|Other Service Provider|$6,518|—|$6,518|

### Verified Provider Profiles

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

- [U.S. BANK, N.A.](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:** $421,512

- **Estimated Expense Ratio:** 2.958% 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|$470,362|$6,518|$232,821|$29,000|—|

| 2023|$445,143|$5,500|$227,293|$44,339|—|

| 2022|$411,320|$29,276|$220,592|—|$120,216|

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