# Board Of Trustees Of Western States Insul And Allied Workers Health Pl Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-western-states-insul-and-allied-workers-health-pl-946170245-501

> Board Of Trustees Of Western States Insul And Allied Workers Health Pl's Health & Welfare plan: 3,275 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-western-states-insul-and-allied-workers-health-pl-946170245-501)

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