Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Diego Unite - Here Health Fund
- Sponsor EIN: 951708883
- Sponsor Address: 3737 CAMINO DEL RIO S STE 300, SAN DIEGO, CA, 92108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,595
- Total Assets: $59.7M
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 | 3,595 | $59.7M | $44.5M | $833,932 |
| 2023 | 3,499 | $52.4M | $41.6M | $720,147 |
| 2022 | 3,133 | $39.6M | $37.8M | $775,085 |
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 |
|---|---|---|---|---|
| DENTWELL (DBA SYLVASON LLC) | Other Service Provider | $1,691,467 | — | $1,691,467 |
| MARATHON HEALTH | Other Service Provider | $1,650,651 | — | $1,650,651 |
| SAV RX PRESCRIPTION SERVICES | Other Service Provider | $1,572,279 | — | $1,572,279 |
| BENESYS ADMINISTRATORS | Other Service Provider | $647,872 | — | $647,872 |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | Other Service Provider | $471,821 | — | $471,821 |
| RAEL & LETSON | Other Service Provider | $60,135 | — | $60,135 |
| MCCRACKEN, STEMERMAN & HOLSBER | Other Service Provider | $44,910 | — | $44,910 |
| MILLER KAPLAN ARASE LLP | Auditor | $37,650 | — | $37,650 |
| MICHAEL SUROWITZ COMPLIANCE VERIFIC | Other Service Provider | $35,307 | — | $35,307 |
| ALLIANT INSURANCE SERVICES, INC | Other Service Provider | $26,400 | — | $26,400 |
| VISION SERVICE PLAN | Other Service Provider | $25,644 | — | $25,644 |
| SEGAL MARCO ADVISORS | Other Service Provider | $20,706 | — | $20,706 |
| VOYA | Other Service Provider | $12,700 | — | $12,700 |
| FIRST DENTAL HEALTH | Other Service Provider | $10,118 | — | $10,118 |
| AMALGAMATED | Other Service Provider | $7,744 | — | $7,744 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $6,315,404
- Estimated Expense Ratio: 10.574% 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 | $1,371,781 | $35,220 | $647,872 | $20,550 | — |
| 2023 | $1,212,504 | $35,103 | $600,282 | $19,575 | — |
| 2022 | $1,201,995 | $25,503 | $614,634 | — | $184,504 |