# Board Of Trustees, Office And Professional Employees Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-office-and-professional-employees-237120690-501

> Board Of Trustees, Office And Professional Employees's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-office-and-professional-employees-237120690-501)

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