Plan Snapshot
- Plan Sponsor: Board Of Trustees, Service Employees International
- Sponsor EIN: 936025789
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,624
- Total Assets: $14.5M
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 | 1,624 | $14.5M | $22.7M | $48,648 |
| 2023 | 1,396 | $11.7M | $19.7M | $43,903 |
| 2022 | 1,366 | $10.4M | $18.6M | $44,355 |
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 |
|---|---|---|---|---|
| THE WILLIAM C. EARHART CO., INC. | Other Service Provider | $167,169 | — | $167,169 |
| USI INSURANCE SERVICES | Other Service Provider | $48,000 | — | $48,000 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $24,725 | — | $24,725 |
| WITHUM SMITH BROWN | Other Service Provider | $20,779 | — | $20,779 |
| BROWNSTEIN RASK, LLP | Other Service Provider | $16,471 | — | $16,471 |
| PLATFORM CPAS, LLP | Auditor | $16,179 | — | $16,179 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,323
- Estimated Expense Ratio: 2.020% 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 | $342,510 | $27,145 | $167,169 | $16,179 | — |
| 2023 | $305,689 | $21,001 | $153,900 | $15,276 | — |
| 2022 | $319,003 | $16,349 | $137,499 | — | $48,745 |