# Board Of Trustees, San Diego County Public Safety Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-diego-county-public-safety-464728761-501

> Board Of Trustees, San Diego County Public Safety's Health & Welfare plan: 3,647 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|

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