# Board Of Trustees, Santa Monica Unite Here Health 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-santa-monica-unite-here-health-956035138-501

> Board Of Trustees, Santa Monica Unite Here Health's 401(k) plan: 18,507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Santa Monica Unite Here Health

- **Sponsor EIN:** 956035138

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 18,507

- **Total Assets:** $212.4M

## 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|18,507|$212.4M|$157.9M|$1.0M|

| 2023|16,430|$176.1M|$163.4M|$991,981|

| 2022|14,475|$117.8M|$133.1M|$1.1M|

## 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|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$2,111,296|—|$2,111,296|

| UNITE HERE LOCAL 11 BENEFITS ADMIN|Other Service Provider|$1,190,000|—|$1,190,000|

| DESIGN BENEFITS|Other Service Provider|$545,670|—|$545,670|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$402,359|—|$402,359|

| COMMON GOOD TECHNOLOGIES CONSULTING|Other Service Provider|$166,554|—|$166,554|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$100,048|—|$100,048|

| RAEL & LETSON|Other Service Provider|$88,200|—|$88,200|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$76,819|—|$76,819|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$64,057|—|$64,057|

| FIRST HEALTH|Other Service Provider|$54,567|—|$54,567|

| INTERCONTINENTAL REAL ESTATE CORP.|Other Service Provider|$33,902|—|$33,902|

| PENSION FUND EVALUATIONS, INC.|Other Service Provider|$18,000|—|$18,000|

| MILLER KAPLAN ARASE LLP|Auditor|$17,200|—|$17,200|

### Verified Provider Profiles

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

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

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

- [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:** $4,868,672

- **Estimated Expense Ratio:** 2.292% 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|$4,244,037|$51,902|$2,111,296|$17,200|—|

| 2023|$3,329,780|$51,130|$1,856,004|$16,400|—|

| 2022|$3,160,249|$86,846|$1,817,163|—|$272,955|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-santa-monica-unite-here-health-956035138-501)

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