# Board Of Trustees, Southwest Marine Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southwest-marine-welfare-trust-951935595-501

> Board Of Trustees, Southwest Marine Welfare Trust's Health & Welfare plan: 8 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, Southwest Marine Welfare Trust

- **Sponsor EIN:** 951935595

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 8

- **Total Assets:** $950,374

## 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|8|$950,374|$370,800|$0|

| 2023|16|$938,136|$484,200|$4,092|

| 2022|19|$846,200|$439,500|$13,231|

## 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|$31,530|—|$31,530|

| MILLER KAPLAN ARASE LLP|Auditor|$9,150|—|$9,150|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,680

- **Estimated Expense Ratio:** 4.280% 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|$244,224|—|—|—|—|

| 2023|$425,241|—|—|—|—|

| 2022|$447,591|—|—|—|—|

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