# Board Of Trustees, Southern California Local 831 - Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-local-831-956047878-501

> Board Of Trustees, Southern California Local 831 -'s Health & Welfare plan: 1,109 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, 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southern-california-local-831-956047878-501)

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