Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Seiu Local 2015 Long Term Care Workers Health
- Sponsor EIN: 204570305
- Sponsor Address: 2910 BEVERLY BOULEVARD, LOS ANGELES, CA, 90057
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 17,583
- Total Assets: $15.4M
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 | 17,583 | $15.4M | $247,983 | $11.7M |
| 2023 | 16,889 | $14.4M | $215,791 | $11.0M |
| 2022 | 16,922 | $13.3M | $190,412 | $10.5M |
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 |
|---|---|---|---|---|
| DELTA FUND ADMINISTRATORS | Other Service Provider | $73,440 | — | $73,440 |
| SELLWOOD CONSULTING, LLC | Other Service Provider | $53,196 | — | $53,196 |
| BREDHOFF & KAISER, PLLC | ERISA Attorney | $51,582 | — | $51,582 |
| CALIBRE CPA GROUP PLLC | Auditor | $23,690 | — | $23,690 |
| AMALGAMATED BANK | Other Service Provider | $6,824 | — | $6,824 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER, PLLC — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,732
- Estimated Expense Ratio: 1.357% 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 | $247,062 | $53,196 | $80,264 | $23,690 | — |
| 2023 | $215,607 | $57,081 | $71,287 | $22,000 | — |
| 2022 | $186,029 | $47,933 | $75,189 | — | $36,372 |