Plan Snapshot
- Plan Sponsor: Board Of Trustees, Office And Professional Employees
- Sponsor EIN: 237120690
- Sponsor Address: 4160 DUBLIN BLVD STE 400, DUBLIN, CA, 94568
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.7M
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 | 0 | $1.7M | $2.9M | $271,407 |
| 2023 | 112 | $1.8M | $2.8M | $236,368 |
| 2022 | 125 | $2.1M | $2.9M | $265,818 |
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 |
|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN INC | Other Service Provider | $111,240 | — | $111,240 |
| EIDE BAILLY | Auditor | $29,701 | — | $29,701 |
| RAEL & LETSON CONSULTANTS & ACTUARY | Other Service Provider | $27,000 | — | $27,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $15,850 | — | $15,850 |
| TAYLOR ENGLISH DUMA LLP | Other Service Provider | $8,820 | — | $8,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,611
- Estimated Expense Ratio: 11.673% 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 | $221,553 | — | $111,240 | $15,850 | — |
| 2023 | $209,907 | — | $111,240 | $15,700 | — |
| 2022 | $191,054 | — | $111,240 | — | $72,068 |