# Board Of Trustees, The Tile Industry Health & Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-tile-industry-health-951734798-501

> Board Of Trustees, The Tile Industry Health &'s Health & Welfare plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, The Tile Industry Health &

- **Sponsor EIN:** 951734798

- **Sponsor Address:** 1050 LAKES DR STE 120, WEST COVINA, CA, 91790

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 629

- **Total Assets:** $24.5M

## 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|629|$24.5M|$10.1M|$13,439|

| 2023|505|$23.7M|$8.5M|$54,290|

| 2022|536|$23.1M|$9.0M|$40,364|

## 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|

| BENESYS, INC.|Other Service Provider|$192,901|—|$192,901|

| KENNEDY LAW FIRM|Other Service Provider|$73,796|—|$73,796|

| ICMS INSURANCE SERVICES|Other Service Provider|$42,000|—|$42,000|

| MILLER KAPLAN ARASE LLP|Auditor|$39,500|—|$39,500|

| BOYD WATTERSON ASSET MGMT, LLC|Other Service Provider|$36,458|—|$36,458|

| U.S. BANK NA|Recordkeeper|$35,928|—|$35,928|

| AMERITAS LIFE INSURANCE CORP.|Recordkeeper|$31,667|—|$31,667|

| ALSWEET ASSOCIATES|Other Service Provider|$30,527|—|$30,527|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$26,464|—|$26,464|

| MELISSA W COOK & ASSOCIATES|Other Service Provider|$24,016|—|$24,016|

| MUFG UNION BANK|Other Service Provider|$11,348|—|$11,348|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$10,000|—|$10,000|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$5,244|—|$5,244|

### 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

- [U.S. BANK NA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AMERITAS LIFE INSURANCE CORP.](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $559,849

- **Estimated Expense Ratio:** 2.281% 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|$582,464|$108,850|$192,901|$39,500|—|

| 2023|$542,644|$151,484|$161,762|$39,500|—|

| 2022|$552,120|$82,378|$153,090|—|$207,496|

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- [E. Turman & Co. INC](https://planprovider.pro/companies/e-turman-co-inc-942222180-501) — 187 participants

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