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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | $41,172 | — | $41,172 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,172
- Estimated Expense Ratio: 0.003% 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 |