Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Diego County Public Safety
- Sponsor EIN: 464728761
- Sponsor Address: P.O. BOX 80967, SEATTLE, WA, 98108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,647
- Total Assets: $33.9M
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 | 3,647 | $33.9M | $2.4M | $549,905 |
| 2023 | 3,427 | $28.9M | $2.3M | $483,337 |
| 2022 | 3,366 | $23.5M | $2.3M | $409,263 |
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 |
|---|---|---|---|---|
| HEALTHINVEST HRA | Other Service Provider | $369,268 | — | $369,268 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $25,000 | — | $25,000 |
| GILBERT & SACKMAN | Other Service Provider | $24,000 | — | $24,000 |
| CHEIRON, INC. | Other Service Provider | $15,029 | — | $15,029 |
| MILLER KAPLAN ARASE LLP | Auditor | $14,525 | — | $14,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $447,822
- Estimated Expense Ratio: 1.321% 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 | $465,863 | $25,000 | $369,268 | $14,525 | — |
| 2023 | $416,149 | $25,000 | $321,014 | $13,875 | — |
| 2022 | $403,851 | $25,000 | $293,904 | — | $64,181 |