# Board Of Trustees, San Diego Unite - Here Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-diego-unite-here-health-fund-951708883-501

> Board Of Trustees, San Diego Unite - Here Health Fund's Health & Welfare plan: 3,595 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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