# Board Of Trustees Of The Producers' Health Benefits Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-producers-health-benefits-plan-316654730-501

> Board Of Trustees Of The Producers' Health Benefits Plan's Health & Welfare plan: 2,422 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Producers' Health Benefits Plan

- **Sponsor EIN:** 316654730

- **Sponsor Address:** C/O BENESYS ADMINISTRATORS, WEST COVINA, CA, 91793

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,422

- **Total Assets:** $26.7M

## 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|2,422|$26.7M|$34.5M|$1.0M|

| 2023|2,337|$25.3M|$34.0M|$892,836|

| 2022|3,304|$27.8M|$34.6M|$933,261|

## 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|

| BENESYS ADMINISTRATORS|Other Service Provider|$712,479|—|$712,479|

| EMPLOYEE 001|Recordkeeper|$327,434|—|$327,434|

| USI INSURANCE SERVICES LLC|Other Service Provider|$250,000|—|$250,000|

| WITHUMSMITH+BROWN, PC|Auditor|$184,002|—|$184,002|

| ELLENOFF GROSSMAN & SCHOLE LLP|Other Service Provider|$181,849|—|$181,849|

| ACTUM LLC|Other Service Provider|$100,000|—|$100,000|

| TAYLOR AND TAYLOR ASSOCIATES, INC|Other Service Provider|$85,978|—|$85,978|

| SYNERGY ENROLLMENT & BENEFITS, LLC|Other Service Provider|$80,000|—|$80,000|

| EMPLOYEE 002|Recordkeeper|$75,000|—|$75,000|

| MILL CREEK CAPITAL ADVISORS, LLC|Other Service Provider|$53,710|—|$53,710|

| EMPLOYEE 003|Recordkeeper|$40,073|—|$40,073|

| INNOVATION HEALTH, LLC|Other Service Provider|$37,732|—|$37,732|

| EMPLOYEE 004|Recordkeeper|$12,115|—|$12,115|

| APERIO GROUP, LLC|Other Service Provider|$9,938|—|$9,938|

| US BANK|Other Service Provider|$8,938|—|$8,938|

| SMART SOURCE LLC|Other Service Provider|$8,645|—|$8,645|

| JUSTIN POLLOCK|Custodian / Trustee|$6,943|—|$6,943|

| DANIEL ROSENTHAL|Custodian / Trustee|$5,253|—|$5,253|

### Verified Provider Profiles

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

- [EMPLOYEE 001](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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

- [EMPLOYEE 002](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 003](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 004](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [JUSTIN POLLOCK](https://planprovider.pro/provider/employee-fiduciary) — Custodian / Trustee

- [DANIEL ROSENTHAL](https://planprovider.pro/provider/employee-fiduciary) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,180,089

- **Estimated Expense Ratio:** 8.158% 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|$2,281,107|$64,297|$520,705|$112,320|—|

| 2023|$3,082,134|$143,152|$815,171|$185,286|—|

| 2022|$3,097,388|$125,030|$683,706|—|$640,551|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-producers-health-benefits-plan-316654730-501)

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