# Board Of Trustees Retirement Plan For Hospital Employees DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-retirement-plan-for-hospital-employees-plan

> Board Of Trustees Retirement Plan For Hospital Employees's DB plan: 2,043 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 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|NONE|$1,638,991|—|$1,638,991|

| PRINCIPAL CUSTODY SOLUTIONS|NONE|$966,788|—|$966,788|

| SANGUS LTD DBA RETIREMENT PLAN|NONE|$586,386|—|$586,386|

| TRUCKER-HUSS|NONE|$527,933|—|$527,933|

| WILLIS TOWERS WATSON|NONE|$315,774|—|$315,774|

| DODGE & COX|NONE|$281,768|—|$281,768|

| IRON MOUNTAIN|NONE|$109,217|—|$109,217|

| BRANDYWINE GLOBAL INVESTMENT MANAG|NONE|$79,051|—|$79,051|

| STEPHEN HORN|NONE|$77,025|—|$77,025|

| WTC-CIF SECURITIZED|NONE|$69,862|—|$69,862|

| COMMUNICATION SERVICES CENTER INC|NONE|$59,204|—|$59,204|

| EIDE BAILLY LLP|NONE|$41,172|—|$41,172|

| RV KUHNS & ASSOCIATES|NONE|$17,000|—|$17,000|

| PENSION BENEFIT INFORMATION|NONE|$9,545|—|$9,545|

### Verified Provider Profiles

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

- [TRUCKER-HUSS](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-retirement-plan-for-hospital-employees-plan)

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