# 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-946401544-502

> Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust's Health & Welfare plan: 2,886 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:** 502

- **Total Participants:** 2,886

- **Total Assets:** $17.4M

## 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|2,886|$17.4M|$1.5M|$0|

| 2023|3,020|$16.2M|$1.5M|$0|

| 2022|3,002|$14.2M|$1.6M|$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|

| NUVEEN ASSET MANAGEMENT, LLC|Other Service Provider|$16,489|—|$16,489|

| RAYMOND JAMES & ASSOCIATES, INC|Other Service Provider|$6,150|—|$6,150|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,639

- **Estimated Expense Ratio:** 0.130% 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|$29,378|$22,639|—|—|—|

| 2023|$33,137|$25,064|—|—|—|

| 2022|$28,603|$19,244|$1,075|—|$6,347|

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