# Board Of Trustees, Service Employees International Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-service-employees-international-936025789-501

> Board Of Trustees, Service Employees International's Health & Welfare plan: 1,624 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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