# Board Of Trustees, Pension Trust Fund For Operating DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-pension-trust-fund-for-operating-plan

> Board Of Trustees, Pension Trust Fund For Operating's DB plan: 20,793 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, Pension Trust Fund For Operating

- **Sponsor EIN:** 946090764

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** DB

- **Total Participants:** 20,793

- **Total Assets:** $5.4B

## 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|20,793|$5.4B|$360.8M|$0|

| 2023|20,372|$5.1B|$343.7M|$0|

| 2022|20,059|$4.8B|$346.7M|$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|

| ZENITH AMERICAN SOLUTIONS|NONE|$4,539,861|—|$4,539,861|

| WASHINGTON CAPITAL MANAGEMENT INC.|NONE|$2,203,301|—|$2,203,301|

| MULTI-PLAN SERVICES AGENCY, INC|NONE|$1,885,524|—|$1,885,524|

| SIERRA INVESTMENT PARTNERS, INC.|NONE|$1,049,505|—|$1,049,505|

| J.P. MORGAN INVESTMENT MANAGEMENT|NONE|$890,911|—|$890,911|

| SALTZMAN & JOHNSON|NONE|$870,629|—|$870,629|

| INVESTMENT PERFORMANCE SERVICES|NONE|$606,603|—|$606,603|

| AMALGAMATED BANK OF CHICAGO|NONE|$540,499|—|$540,499|

| ASB CAPITAL MGMT|NONE|$536,563|—|$536,563|

| CHARTWELL INVESTMENT PARTNERS|NONE|$449,210|—|$449,210|

| HORIZON ACTUARIAL SERVICES LLC|NONE|$381,642|—|$381,642|

| MCMORGAN & COMPANY LLC|NONE|$321,212|—|$321,212|

| INCOME RESEARCH AND MGMT|NONE|$293,940|—|$293,940|

| STEPHEN HORN INSURANCE SVCS|NONE|—|$152,587|$152,587|

| PNC BANK|NONE|$143,394|—|$143,394|

| MILLER KAPLAN ARASE LLP|NONE|$119,640|—|$119,640|

| ENGINEERS PUBLISHING|NONE|$50,095|—|$50,095|

| MAILRITE PRINT & MAIL, INC|NONE|$35,388|—|$35,388|

| AMALGAMATED BANK|NONE|$10,665|$46|$10,711|

### Verified Provider Profiles

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

- [J.P. MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [STEPHEN HORN INSURANCE SVCS](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,081,215

- **Estimated Expense Ratio:** 0.279% 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|$18,985,250|$7,966,012|$4,539,861|$119,640|—|

| 2023|$18,464,952|$7,999,800|$4,310,287|$132,673|—|

| 2022|$17,822,042|$7,880,853|$4,024,242|—|$999,166|

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