# Board Of Trustees, Union Employees' Vacation Savings Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-union-employees-vacation-savings-953618401-501

> Board Of Trustees, Union Employees' Vacation Savings's Health & Welfare plan: 786 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, Union Employees' Vacation Savings

- **Sponsor EIN:** 953618401

- **Sponsor Address:** 1168 E LA CADENA DR, RIVERSIDE, CA, 92507

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 786

- **Total Assets:** $1.4M

## 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|786|$1.4M|$1.2M|$0|

| 2023|684|$1.3M|$1.1M|$0|

| 2022|662|$1.1M|$977,284|$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|$12,500|—|$12,500|

### 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:** $12,500

- **Estimated Expense Ratio:** 0.871% 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|$22,233|—|$6,638|$12,500|—|

| 2023|$24,761|—|$5,972|$14,000|—|

| 2022|$41,573|—|$4,721|—|$32,590|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-union-employees-vacation-savings-953618401-501)

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