Plan Snapshot
- Plan Sponsor: Board Of Trustees, Southern California Local 831 -
- Sponsor EIN: 956047878
- Sponsor Address: 1055 PARK VIEW DR STE 111, COVINA, CA, 91724
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,109
- Total Assets: $41.8M
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 | 1,109 | $41.8M | $23.6M | $535,551 |
| 2023 | 1,077 | $34.7M | $21.0M | $616,038 |
| 2022 | 1,010 | $28.2M | $17.3M | $596,299 |
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 |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $257,250 | — | $257,250 |
| MILLER KAPLAN ARASE LLP | Auditor | $179,610 | — | $179,610 |
| ANTHEM BLUE CROSS LIFE & INS. CO. | Other Service Provider | $103,545 | — | $103,545 |
| OXFORD INSURANCE MANAGEMENT | Other Service Provider | $45,000 | — | $45,000 |
| R.V. KUHNS INVESTMENT CONSULTING | Other Service Provider | $28,483 | — | $28,483 |
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $23,140 | — | $23,140 |
| THE SEGAL COMPANY | Recordkeeper | $19,500 | — | $19,500 |
| ALSWEET ASSOCIATES | Other Service Provider | $18,547 | — | $18,547 |
| ROTHNER, SEGALL & GREENSTONE | Other Service Provider | $16,465 | — | $16,465 |
| US BANK | Recordkeeper | $14,612 | — | $14,612 |
| RONALD DEAN | Other Service Provider | $13,772 | — | $13,772 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- THE SEGAL COMPANY — Recordkeeper
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $719,924
- Estimated Expense Ratio: 1.723% 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 | $848,015 | $28,483 | $257,250 | $155,690 | — |
| 2023 | $821,094 | $27,924 | $249,528 | $157,932 | — |
| 2022 | $715,648 | $27,377 | $242,262 | — | $211,905 |