# Board Of Trustees Of The Ccpoa Benefit Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-ccpoa-benefit-trust-fund-946459649-501

> Board Of Trustees Of The Ccpoa Benefit Trust Fund's Health & Welfare plan: 26,876 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Ccpoa Benefit Trust Fund

- **Sponsor EIN:** 946459649

- **Sponsor Address:** 2515 VENTURE OAKS WAY, SUITE 200, SACRAMENTO, CA, 95833

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 26,876

- **Total Assets:** $95.2M

## 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|26,876|$95.2M|$0|$20.7M|

| 2023|27,468|$87.8M|$0|$19.6M|

| 2022|27,720|$79.5M|$0|$19.0M|

## 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|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$314,881|—|$314,881|

| BENJAMIN SYBESMA|Other Service Provider|$306,866|—|$306,866|

| GUADALUPE RUIZ|Other Service Provider|$285,708|—|$285,708|

| DANIEL BEAMAN|Other Service Provider|$275,488|—|$275,488|

| JAMES BAUMILLER|Other Service Provider|$240,348|—|$240,348|

| SHANA POWELL|Other Service Provider|$174,482|—|$174,482|

| PETER SANDS|Other Service Provider|$156,611|—|$156,611|

| JORDAN BARGAS|Other Service Provider|$147,032|—|$147,032|

| ANGELA MURILLO|Other Service Provider|$145,423|—|$145,423|

| WITHUMSMITH+BROWN, PC|Auditor|$139,336|—|$139,336|

| TRUCKER HUSS, APC|ERISA Attorney|$136,645|—|$136,645|

| SELLWOOD CONSULTING LLC|Other Service Provider|$134,224|—|$134,224|

| KATHRYN KNIGHT|Other Service Provider|$131,074|—|$131,074|

| JOTI CHAND|Other Service Provider|$127,731|—|$127,731|

| LYNN NOLAND|Other Service Provider|$122,391|—|$122,391|

| MICHAEL JUAREZ|Other Service Provider|$121,853|—|$121,853|

| CADEE OHANESIAN|Other Service Provider|$117,645|—|$117,645|

| AMY LIVINGSTONE|Other Service Provider|$117,197|—|$117,197|

| MELISSA GRANDY|Other Service Provider|$116,615|—|$116,615|

| SHALLY SINGH|Other Service Provider|$115,906|—|$115,906|

| KEVIN SMALLEY|Other Service Provider|$114,670|—|$114,670|

| MARIETTA TANGUILEG|Other Service Provider|$111,823|—|$111,823|

| VERONICA SAMPSON|Other Service Provider|$111,796|—|$111,796|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$111,548|—|$111,548|

| STEVEN HALL|Other Service Provider|$109,575|—|$109,575|

| GERROLD EATON|Other Service Provider|$109,239|—|$109,239|

| TONI VENEGAS|Other Service Provider|$103,598|—|$103,598|

| MELISSA ORTIZ|Other Service Provider|$103,514|—|$103,514|

| HYSSOP INC|Other Service Provider|$98,450|—|$98,450|

| TERESA CONDON|Other Service Provider|$98,249|—|$98,249|

| COLBEY GONSAVLES|Other Service Provider|$94,364|—|$94,364|

| JA'NICE CARLEY|Other Service Provider|$93,719|—|$93,719|

| NESTOR FARIAS|Other Service Provider|$89,235|—|$89,235|

| KAILYNN NEWSON|Other Service Provider|$86,040|—|$86,040|

| PITNEY BOWES|Other Service Provider|$82,352|—|$82,352|

| ASHLEY ALLEN|Other Service Provider|$80,985|—|$80,985|

| MEREDITH KING|Other Service Provider|$74,462|—|$74,462|

| TAKI BRANDON|Other Service Provider|$72,305|—|$72,305|

| PASHILA LY|Other Service Provider|$68,771|—|$68,771|

| PREMIER PRINT & MAIL|Other Service Provider|$53,304|—|$53,304|

| THE SEGAL COMPANY (WESTERN STATES)|Recordkeeper|$47,667|—|$47,667|

| SOFTCHOICE CORPORATION|Other Service Provider|$39,656|—|$39,656|

| JESSICA RILEY|Other Service Provider|$36,188|—|$36,188|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$35,437|$35,437|

| RING CENTRAL INC|Other Service Provider|$33,493|—|$33,493|

| R.G. BUILDING MAINTENANCE|Other Service Provider|$33,456|—|$33,456|

| LORETTA DOOLEY|Other Service Provider|$31,980|—|$31,980|

| BLYTHECO INC|Other Service Provider|$28,580|—|$28,580|

| SHEPPARD MULLIN RICHTER & HAMPTON|Other Service Provider|$19,088|—|$19,088|

| CARSON LANDSCAPE INDUSTRIES|Other Service Provider|$19,050|—|$19,050|

| NORTHWEST PLAN SERVICES|Recordkeeper|$16,889|—|$16,889|

| ARMIN INNOVATIVE PRODUCTS|Other Service Provider|$16,076|—|$16,076|

| AIR SYSTEMS SERVICE COMPANY|Other Service Provider|$15,606|—|$15,606|

| ADP|Other Service Provider|$14,637|—|$14,637|

| PACIFIC OFFICE AUTOMATION|Other Service Provider|$13,352|—|$13,352|

| CONSOLIDATED COMMUNICATIONS|Other Service Provider|$12,898|—|$12,898|

| MICROSOFT|Other Service Provider|$12,505|—|$12,505|

| CHARLES SCHWAB|Recordkeeper|$11,257|—|$11,257|

| ROBERT GARCIA|Custodian / Trustee|$9,550|—|$9,550|

| COMMERCE PRINTING|Other Service Provider|$9,024|—|$9,024|

| CHRISTOPHER GALLYER|Custodian / Trustee|$8,309|—|$8,309|

| SIERRA OFFICE PRODUCTS|Other Service Provider|$7,819|—|$7,819|

| PROFESSIONAL MARKETING SERVICES|Other Service Provider|$6,046|—|$6,046|

| ALLSTREAM BUSINESS US, INC.|Other Service Provider|$5,739|—|$5,739|

| DELTA PRINT GROUP LLC|Other Service Provider|$5,050|—|$5,050|

### 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

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

- [THE SEGAL COMPANY (WESTERN STATES)](https://planprovider.pro/provider/milliman) — Recordkeeper

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — Recordkeeper

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,784,807

- **Estimated Expense Ratio:** 6.075% 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|$9,068,346|$71,704|$31,525|$44,592|—|

| 2023|$8,778,027|$121,590|$34,486|$43,439|—|

| 2022|$8,103,030|$41,813|$26,011|—|$483,666|

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