# Board Of Trustees Of The Service Workers Training And Education PA Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-service-workers-training-and-education-pa-812503587-502

> Board Of Trustees Of The Service Workers Training And Education PA's Health & Welfare plan: 3,562 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Service Workers Training And Education PA

- **Sponsor EIN:** 812503587

- **Sponsor Address:** P.O. BOX 43170, PHOENIX, AZ, 850803170

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 3,562

- **Total Assets:** $7.4M

## 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|3,562|$7.4M|$1.4M|$0|

| 2023|2,447|$4.8M|$667,861|$0|

| 2022|3,156|$3.7M|$606,903|$0|

## 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|

| UNITE HERE|Other Service Provider|$92,969|—|$92,969|

| FIRST BAPTIST CHURCH SILVER SPRING|Other Service Provider|$73,686|—|$73,686|

| CLAIRE KEVILL|Recordkeeper|$63,969|—|$63,969|

| WITHUMSMITH+BROWN, PC|Auditor|$51,303|—|$51,303|

| MCCRACKEN, STEMERMAN & HOLSBERRY|Other Service Provider|$31,301|—|$31,301|

| SEGAL SELECT INSURANCE, INC|Other Service Provider|$22,917|—|$22,917|

| CONIFER|Other Service Provider|$15,250|—|$15,250|

| VIVIANA ALVAREZ|Recordkeeper|$15,050|—|$15,050|

| AMELIA KALANT|Recordkeeper|$13,039|—|$13,039|

| GREAT AMERICAN INSURANCE CO.|Other Service Provider|$11,363|—|$11,363|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$10,701|—|$10,701|

| BILLINGUAL HOSPITALITY TRAINING|Other Service Provider|$7,070|—|$7,070|

| ABP EXECUTIVE SOLUTIONS|Other Service Provider|$7,040|—|$7,040|

| PNC BANK|Other Service Provider|$6,995|—|$6,995|

| CYNETHIA WILLIAMS|Recordkeeper|$5,600|—|$5,600|

### Verified Provider Profiles

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

- [CLAIRE KEVILL](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

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

- [VIVIANA ALVAREZ](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [AMELIA KALANT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CYNETHIA WILLIAMS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $428,253

- **Estimated Expense Ratio:** 5.809% 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|$282,281|$6,184|$20,838|$26,268|—|

| 2023|$342,027|$1,550|$31,544|$33,938|—|

| 2022|$248,310|$1,482|$27,239|—|$99,937|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-service-workers-training-and-education-pa-812503587-502)

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