# Board Of Trustees, Opeiu Locals 30 & 537 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-opeiu-locals-30-537-956072309-001

> Board Of Trustees, Opeiu Locals 30 & 537's DB plan: 594 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Opeiu Locals 30 & 537

- **Sponsor EIN:** 956072309

- **Sponsor Address:** 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 594

- **Total Assets:** $151.6M

## 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|594|$151.6M|$6.5M|$0|

| 2023|578|$137.1M|$6.2M|$0|

| 2022|627|$133.1M|$5.6M|$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|

| RAEL & LETSON|Other Service Provider|$193,784|—|$193,784|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$126,359|—|$126,359|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$85,130|—|$85,130|

| JP MORGAN INVESTMENT MANAGEMENT|Recordkeeper|$79,681|—|$79,681|

| US BANK|Recordkeeper|$53,397|—|$53,397|

| SEGAL MARCO ADVISORS|Other Service Provider|$45,400|—|$45,400|

| GILBERT & SACKMAN, A LAW CORP.|Other Service Provider|$45,347|—|$45,347|

| CALIBRE CPA GROUP, PLLC|Auditor|$40,853|—|$40,853|

| MILLER KAPLAN ARASE LLP|Auditor|$32,200|—|$32,200|

| MELLON INVESTMENTS CORPORATION|Other Service Provider|$5,017|—|$5,017|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — 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:** $707,168

- **Estimated Expense Ratio:** 0.466% 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|$901,668|$258,260|$126,359|$32,200|—|

| 2023|$613,788|$74,443|$122,679|$31,600|—|

| 2022|$927,033|$260,358|$119,106|—|$326,396|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-opeiu-locals-30-537-956072309-001)

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