# Board Of Trustees - Southwest Health Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southwest-health-benefits-fund-756012126-501

> Board Of Trustees - Southwest Health Benefits Fund's Health & Welfare plan: 441 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Southwest Health Benefits Fund

- **Sponsor EIN:** 756012126

- **Sponsor Address:** 8841 GULF FREEWAY, SUITE 304, HOUSTON, TX, 77017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 441

- **Total Assets:** $10.9M

## 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|441|$10.9M|$4.8M|$20,403|

| 2023|181|$9.1M|$2.2M|$13,043|

| 2022|313|$8.0M|$4.6M|$3,788|

## 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|

| BLUECROSS BLUESHIELD OF ILLINOIS|Other Service Provider|$124,291|—|$124,291|

| BENEFIT RESOURCES, INC|Other Service Provider|$100,584|—|$100,584|

| SEI PRIVATE TRUST COMPANY|Other Service Provider|$37,556|—|$37,556|

| NEEDLES & ASSOCIATES, LLC|Other Service Provider|$33,180|—|$33,180|

| ROBEIN, URANN, SPENCER, PICARD & CA|Other Service Provider|$32,374|—|$32,374|

| SEGAL|Other Service Provider|$14,000|—|$14,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $341,985

- **Estimated Expense Ratio:** 3.146% 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|$380,820|—|$100,585|$33,180|—|

| 2023|$315,546|—|$74,121|$28,656|—|

| 2022|$292,016|$26,602|$137,589|—|$112,055|

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