# Board Of Trustees, San Mateo Electrical Workers Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-mateo-electrical-workers-health-plan-946077924-501

> Board Of Trustees, San Mateo Electrical Workers Health Plan's Health & Welfare plan: 974 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, San Mateo Electrical Workers Health Plan

- **Sponsor EIN:** 946077924

- **Sponsor Address:** 6800 SANTA TERESA BLVD, SUITE 100, SAN JOSE, CA, 95119

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 974

- **Total Assets:** $82.8M

## 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|974|$82.8M|$29.4M|$792,482|

| 2023|1,051|$87.4M|$37.1M|$893,803|

| 2022|1,046|$82.4M|$33.8M|$764,622|

## 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|

| UNITED ADMINISTRATIVE SERVICES|Other Service Provider|$516,941|—|$516,941|

| ANTHEM BC LIFE AND HEALTH INS CO.|Other Service Provider|$380,248|—|$380,248|

| FORT WASHINGTON INVESTMENT ADVISORS|Other Service Provider|—|$96,895|$96,895|

| SIERRA INVESTMENT PARTNERS, INC.|Other Service Provider|$87,853|—|$87,853|

| NAVIA BENEFIT SOLUTIONS|Other Service Provider|$70,443|—|$70,443|

| PATRIOT GROWTH INSURANCE SERVICES|Other Service Provider|$65,100|—|$65,100|

| HEALTHLINX, LLC|Other Service Provider|$50,400|—|$50,400|

| INEICH & COMPANY, LLP|Auditor|$47,493|—|$47,493|

| COMPLIANCE AUDIT SERVICES|Other Service Provider|$32,360|—|$32,360|

| US BANK|Recordkeeper|$24,468|—|$24,468|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$19,795|—|$19,795|

| MORGAN STANLEY|Recordkeeper|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MORGAN STANLEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,396,996

- **Estimated Expense Ratio:** 1.687% 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|$1,390,014|$192,926|$516,941|$47,493|—|

| 2023|$1,424,874|$198,667|$523,022|$48,070|—|

| 2022|$1,476,799|$215,708|$497,744|—|$163,578|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-san-mateo-electrical-workers-health-plan-946077924-501)

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