Plan Snapshot
- Plan Sponsor: Board Of Trustees Retirement Plan For Hospital Employees
- Sponsor EIN: 942995676
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 941045401
- Plan Type: DB
- Total Participants: 2,043
- Total Assets: $1.2B
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 | 2,043 | $1.2B | $16.6M | $0 |
| 2023 | 2,518 | $1.3B | $15.3M | $0 |
| 2022 | 2,734 | $1.2B | $20.8M | $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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES | Other Service Provider | $1,638,991 | — | $1,638,991 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $966,788 | — | $966,788 |
| SANGUS LTD DBA RETIREMENT PLAN | Other Service Provider | $586,386 | — | $586,386 |
| TRUCKER-HUSS | ERISA Attorney | $527,933 | — | $527,933 |
| WILLIS TOWERS WATSON | Recordkeeper | $315,774 | — | $315,774 |
| DODGE & COX | Other Service Provider | $281,768 | — | $281,768 |
| IRON MOUNTAIN | Other Service Provider | $109,217 | — | $109,217 |
| BRANDYWINE GLOBAL INVESTMENT MANAG | Other Service Provider | $79,051 | — | $79,051 |
| STEPHEN HORN | Investment Advisor | $77,025 | — | $77,025 |
| WTC-CIF SECURITIZED | Other Service Provider | $69,862 | — | $69,862 |
| COMMUNICATION SERVICES CENTER INC | Other Service Provider | $59,204 | — | $59,204 |
| EIDE BAILLY LLP | Auditor | $41,172 | — | $41,172 |
| RV KUHNS & ASSOCIATES | Other Service Provider | $17,000 | — | $17,000 |
| PENSION BENEFIT INFORMATION | Other Service Provider | $9,545 | — | $9,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER-HUSS — ERISA Attorney
- WILLIS TOWERS WATSON — Recordkeeper
- STEPHEN HORN — Investment Advisor
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,779,716
- Estimated Expense Ratio: 0.397% 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 | $5,498,525 | $2,066,485 | $1,491,790 | $41,172 | — |
| 2023 | $4,860,696 | $1,681,648 | $1,149,138 | $34,361 | — |
| 2022 | $5,779,272 | $2,815,692 | $1,098,708 | — | $1,094,089 |