Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Western States Insul And Allied Workers Health Pl
- Sponsor EIN: 946170245
- Sponsor Address: 7180 KOLL CENTER PARKWAY, #200, PLEASANTON, CA, 94566
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,275
- Total Assets: $1.0M
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 | 3,275 | $1.0M | $43,729 | $0 |
| 2023 | 2,949 | $1.2M | $44,354 | $0 |
| 2022 | 3,078 | $1.4M | $39,975 | $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 |
|---|---|---|---|---|
| BENESYS ADMINISTRATORS | Other Service Provider | $49,613 | — | $49,613 |
| WORKCARE, INC. | Other Service Provider | $41,234 | — | $41,234 |
| WITHUMSMITH+BROWN, PC | Auditor | $19,806 | — | $19,806 |
| KRAW LAW GROUP, APC | Other Service Provider | $18,567 | — | $18,567 |
| SMART SOURCE LLC | Other Service Provider | $10,039 | — | $10,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,259
- Estimated Expense Ratio: 13.329% 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 | $146,719 | — | $48,690 | $16,586 | — |
| 2023 | $152,230 | — | $97,764 | $13,029 | — |
| 2022 | $152,416 | — | $109,805 | — | $36,159 |