# Board Of Trustees, Southern California Lumber Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-california-lumber-956035120-501

> Board Of Trustees, Southern California Lumber's Health & Welfare plan: 1,328 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Southern California Lumber

- **Sponsor EIN:** 956035120

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,328

- **Total Assets:** $10.6M

## 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|1,328|$10.6M|$14.7M|$168,572|

| 2023|1,397|$12.4M|$14.9M|$23,401|

| 2022|1,511|$13.7M|$14.8M|$39,994|

## 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|$587,261|—|$587,261|

| ANTHEM BLUE CROSS LIFE & HEALTH INS|Other Service Provider|$121,782|—|$121,782|

| MILLIMAN USA|Recordkeeper|$88,500|—|$88,500|

| KRAW LAW GROUP|Other Service Provider|$51,000|—|$51,000|

| MILLER KAPLAN ARASE LLP|Auditor|$34,800|—|$34,800|

| OPTUM RX, INC.|Other Service Provider|$13,103|—|$13,103|

| SHANLEY, A LAW CORP|Other Service Provider|$9,372|—|$9,372|

| ROLAND CRISS|Other Service Provider|$5,900|—|$5,900|

| BERRY & CO, CPA'S|Other Service Provider|$5,830|—|$5,830|

| US BANK|Recordkeeper|$5,821|—|$5,821|

| PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$5,201|—|$5,201|

### Verified Provider Profiles

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

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [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:** $928,570

- **Estimated Expense Ratio:** 8.798% 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|$886,044|—|$587,261|$34,800|—|

| 2023|$948,263|—|$579,227|$31,350|—|

| 2022|$863,522|$4,116|$569,875|—|$176,935|

## Similar Plans

- [Transpak, INC.](https://planprovider.pro/companies/transpak-inc-401k-plan) — 1,044 participants

- [Pacific Southwest Container, LLC](https://planprovider.pro/companies/pacific-southwest-container-llc-401k-plan) — 1,025 participants

- [Board Of Trustees, Southern California Lumber](https://planprovider.pro/companies/board-of-trustees-southern-california-lumber-plan-001) — 916 participants

- [Taylor-Listug, INC.](https://planprovider.pro/companies/taylor-listug-inc-plan-002) — 873 participants

- [Francois Freres Usa, INC.](https://planprovider.pro/companies/francois-freres-usa-inc-401k-plan) — 644 participants

- [Taylor-Listug INC.](https://planprovider.pro/companies/taylor-listug-inc-330008323-501) — 411 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southern-california-lumber-956035120-501)

© 2026 PlanProvider.Pro