# Board Of Trustees, U.A. Local 467 Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-a-local-467-health-and-welfare-946415220-516

> Board Of Trustees, U.A. Local 467 Health And Welfare's Health & Welfare plan: 959 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, U.A. Local 467 Health And Welfare

- **Sponsor EIN:** 946415220

- **Sponsor Address:** 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA, 95119

- **Plan Type:** Health & Welfare

- **Plan Number:** 516

- **Total Participants:** 959

- **Total Assets:** $72.8M

## 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|959|$72.8M|$32.2M|$3.5M|

| 2023|948|$66.9M|$34.3M|$3.6M|

| 2022|911|$59.3M|$31.2M|$3.5M|

## 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|

| UNITED ADMINISTRATIVE SERVICES|Other Service Provider|$370,591|—|$370,591|

| BLUE CROSS|Other Service Provider|$157,038|—|$157,038|

| DELTA DENTAL|Other Service Provider|$119,016|—|$119,016|

| NWPS|Recordkeeper|$102,000|—|$102,000|

| MILLER KAPLAN ARASE LLP|Auditor|$77,109|—|$77,109|

| U.A. LOCAL 467|Other Service Provider|$76,738|—|$76,738|

| NAVIA BENEFITS SOLUTIONS INC|Other Service Provider|$45,939|—|$45,939|

| SMART SOURCE CRITICAL COMMUNICATION|Other Service Provider|$45,077|—|$45,077|

| NAVITUS HEALTH SOLUTIONS|Other Service Provider|$38,828|—|$38,828|

| NEW CENTURY PARTNERS|Other Service Provider|$36,607|—|$36,607|

| CRYSTAL CLEAR RX|Other Service Provider|$30,000|—|$30,000|

| NEYHART, ANDERSON, FLYNN & GROSBOLL|Other Service Provider|$24,131|—|$24,131|

| UNION DATA SYSTEMS INC.|Other Service Provider|$14,530|—|$14,530|

### Verified Provider Profiles

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

- [NWPS](https://planprovider.pro/provider/nwps) — Recordkeeper

- [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:** $1,137,604

- **Estimated Expense Ratio:** 1.563% 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|$872,418|$36,607|$447,329|$34,340|—|

| 2023|$907,108|$31,329|$440,497|$38,250|—|

| 2022|$840,442|$42,179|$349,531|—|$206,473|

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