# 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-946459649-502

> Board Of Trustees Of The Ccpoa Benefit Trust Fund's Health & Welfare plan: 8,274 participants, plan year 2024 financials, providers, and benchmarks from Form…

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, 95883

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 8,274

- **Total Assets:** $38.8M

## 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|8,274|$38.8M|$0|$5.4M|

| 2023|8,117|$37.4M|$0|$5.2M|

| 2022|7,779|$35.7M|$0|$5.1M|

## 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|

| CCPOA BENFIT TRUST FUND|Other Service Provider|$1,481,248|—|$1,481,248|

| LEGAL SERVICE BUREAU INC.|Other Service Provider|$47,879|—|$47,879|

| TRUCKER HUSS, APC|ERISA Attorney|$44,125|—|$44,125|

| SELLWOOD CONSULTING LLC|Other Service Provider|$30,865|—|$30,865|

| THE SEGAL COMPANY (WESTERN STATES)|Recordkeeper|$29,230|—|$29,230|

| WITHUMSMITH+BROWN, PC|Auditor|$12,726|—|$12,726|

| CORNERSTONE STAFFING SOLUTIONS, INC|Other Service Provider|$10,353|—|$10,353|

| DELTA PRINT GROUP, LLC|Other Service Provider|$7,799|—|$7,799|

### Verified Provider Profiles

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

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

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,664,225

- **Estimated Expense Ratio:** 4.285% 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|$1,902,718|$30,865|$1,705,240|$12,726|—|

| 2023|$1,737,941|$28,635|$1,502,808|$11,535|—|

| 2022|$1,569,371|$25,627|$1,323,487|—|$192,669|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-ccpoa-benefit-trust-fund-946459649-502)

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