# Board Of Trustees, Santa Monica Police Officers' Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-santa-monica-police-officers-957011261-501

> Board Of Trustees, Santa Monica Police Officers''s Health & Welfare plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Santa Monica Police Officers'

- **Sponsor EIN:** 957011261

- **Sponsor Address:** 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA, 90017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 210

- **Total Assets:** $28.8M

## 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|210|$28.8M|$367,024|$660,848|

| 2023|213|$25.8M|$362,805|$652,824|

| 2022|200|$23.0M|$343,180|$528,516|

## 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|

| UBS FINANCIAL SERVICES, INC.|Recordkeeper|$137,034|—|$137,034|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$54,197|—|$54,197|

| WAGNER LAW|ERISA Attorney|$20,880|—|$20,880|

| MILLER KAPLAN ARASE LLP|Auditor|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [WAGNER LAW](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [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:** $232,111

- **Estimated Expense Ratio:** 0.806% 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|$259,519|$137,034|$54,197|$20,000|—|

| 2023|$247,910|$119,045|$51,680|$21,200|—|

| 2022|$259,163|$120,608|$50,035|—|$63,730|

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