# Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-u-a-local-no-393-health-and-welfare-trust-946401544-501

> Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust's Health & Welfare plan: 2,058 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust

- **Sponsor EIN:** 946401544

- **Sponsor Address:** 6293 SAN IGNACIO AVENUE, SAN JOSE, CA, 95119

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,058

- **Total Assets:** $195.3M

## 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|2,058|$195.3M|$48.2M|$8.2M|

| 2023|2,082|$185.3M|$55.6M|$1.4M|

| 2022|2,116|$163.8M|$55.3M|$1.7M|

## 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|$797,747|—|$797,747|

| DELTA DENTAL|Other Service Provider|$289,446|—|$289,446|

| ANTHEM BLUE CROSS|Other Service Provider|$188,654|—|$188,654|

| COLUMBIA MANAGEMENT|Other Service Provider|$184,654|—|$184,654|

| NUVEEN ASSET MANAGEMENT, LLC|Other Service Provider|$161,504|—|$161,504|

| CRYSTAL CLEAR RX|Other Service Provider|$137,444|$22,118|$159,562|

| WITHUMSMITH+BROWN, PC|Auditor|$152,001|—|$152,001|

| SUZANNE NEEDHAM|Other Service Provider|$134,855|—|$134,855|

| NORTHWESTERN PLAN SERVICES|Other Service Provider|$123,000|—|$123,000|

| KRAW LAW GROUP|Other Service Provider|$106,503|—|$106,503|

| RAYMOND JAMES FINANCIAL INC|Investment Advisor|$70,625|—|$70,625|

| CHANGE HEALTHCARE|Other Service Provider|$55,840|—|$55,840|

| BEAT IT PROGRAM|Other Service Provider|$47,216|—|$47,216|

| SMART SOURCE LLC|Other Service Provider|$37,609|—|$37,609|

| SALTZMAN & JOHNSON LAW GROUP|Other Service Provider|$34,905|—|$34,905|

| BROADRIDGE MATRIX TRUST CO|Recordkeeper|$30,011|—|$30,011|

| HEALTH ADVOCATE SOLUTIONS|Other Service Provider|$25,780|—|$25,780|

| SEGAL|Other Service Provider|$20,598|—|$20,598|

| EIDE BAILLY LLP|Auditor|$9,627|—|$9,627|

| AMERICAN HEALTH HOLDING, INC.|Other Service Provider|$5,551|—|$5,551|

### 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

- [RAYMOND JAMES FINANCIAL INC](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [BROADRIDGE MATRIX TRUST CO](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,635,688

- **Estimated Expense Ratio:** 1.349% 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|$2,694,768|$446,689|$1,372,238|$56,415|—|

| 2023|$2,667,340|$392,203|$1,363,040|$54,002|—|

| 2022|$2,940,582|$611,491|$809,825|—|$788,160|

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- [Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust](https://planprovider.pro/companies/board-of-trustees-of-the-u-a-local-no-393-health-and-welfare-trust-946401544-502) — 2,886 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-u-a-local-no-393-health-and-welfare-trust-946401544-501)

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