# Board Of Trustees, Pipe Trades District Council 36 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-pipe-trades-district-council-36-946082955-501

> Board Of Trustees, Pipe Trades District Council 36's Health & Welfare plan: 1,042 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Pipe Trades District Council 36

- **Sponsor EIN:** 946082955

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,042

- **Total Assets:** $63.3M

## 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|1,042|$63.3M|$25.3M|$2.1M|

| 2023|963|$59.5M|$24.4M|$2.2M|

| 2022|993|$54.3M|$23.2M|$2.3M|

## 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|Other Service Provider|$660,667|—|$660,667|

| BLUE CROSS OF CALIFORNIA|Other Service Provider|$402,474|—|$402,474|

| NWPS|Recordkeeper|$245,814|—|$245,814|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$149,668|—|$149,668|

| MILLER KAPLAN ARASE LLP|Auditor|$80,723|—|$80,723|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$60,511|—|$60,511|

| MATRIX TRUST COMPANY|Recordkeeper|$52,577|—|$52,577|

| VERUS|Other Service Provider|$37,634|—|$37,634|

| CRYSTAL CLEAR RX|Other Service Provider|$25,897|—|$25,897|

| BEAT IT! EAP|Other Service Provider|$21,431|—|$21,431|

| NEYHART, ANDERSON, FLYNN & GROSBOL|Other Service Provider|$16,920|—|$16,920|

| UA LOCAL 246|Other Service Provider|$16,871|—|$16,871|

| UA LOCAL 442|Other Service Provider|$16,252|—|$16,252|

| UA LOCAL 228|Other Service Provider|$10,662|—|$10,662|

| UA LOCAL 62|Other Service Provider|$9,041|—|$9,041|

| THE LAW OFFICE OF MICHAEL E MOSS|Other Service Provider|$8,811|—|$8,811|

| COSTCO RX|Other Service Provider|$8,571|—|$8,571|

| US BANK|Recordkeeper|$6,309|—|$6,309|

### Verified Provider Profiles

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

- [NWPS](https://planprovider.pro/provider/nwps) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,830,833

- **Estimated Expense Ratio:** 2.894% 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|$1,736,080|$135,140|$847,780|$29,500|—|

| 2023|$1,825,712|$159,587|$848,349|$41,400|—|

| 2022|$1,870,010|$82,032|$601,123|—|$1,012,111|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-pipe-trades-district-council-36-946082955-501)

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