# Board Of Trustees, U.A. Local No. 447 Vacation Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-a-local-no-447-vacation-941342110-502

> Board Of Trustees, U.A. Local No. 447 Vacation's Health & Welfare plan: 1,096 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, U.A. Local No. 447 Vacation

- **Sponsor EIN:** 941342110

- **Sponsor Address:** PO BOX 191030, SACRAMENTO, CA, 95819

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,096

- **Total Assets:** $1.3M

## 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|1,096|$1.3M|$6.9M|$0|

| 2023|898|$1.0M|$6.0M|$0|

| 2022|893|$956,496|$6.0M|$0|

## 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|

| MILLER KAPLAN ARASE LLP|Auditor|$11,000|—|$11,000|

| ISLIP AND COMPANY|Other Service Provider|$8,098|—|$8,098|

### 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:** $19,098

- **Estimated Expense Ratio:** 1.520% 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|$74,194|$75|$48,736|$11,000|—|

| 2023|$72,902|—|$49,813|$10,500|—|

| 2022|$65,784|—|$41,086|—|$19,197|

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