# Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-walgreen-co-local-648-welfare-trust-fund-943087852-501

> Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund's Health & Welfare plan: 388 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Walgreen Co. & Local 648 Welfare Trust Fund

- **Sponsor EIN:** 943087852

- **Sponsor Address:** 1000 BURNETT AVE. 110, CONCORD, CA, 94520

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 388

- **Total Assets:** $2.0M

## 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|388|$2.0M|$7.6M|$2.0M|

| 2023|408|$2.2M|$7.3M|$2.0M|

| 2022|456|$2.0M|$7.7M|$2.1M|

## 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|

| THE SEGAL COMPANY|Recordkeeper|$57,793|—|$57,793|

| UFCW GROUP ADMINISTRATION LLC|Recordkeeper|$27,000|—|$27,000|

| EIDE BAILLY LLP|Auditor|$15,900|—|$15,900|

| OPTUM RX|Other Service Provider|$14,786|—|$14,786|

| SALTZMAN AND JOHNSON|Other Service Provider|$11,400|—|$11,400|

| VISION SERVICE PLAN|Other Service Provider|$11,141|—|$11,141|

| DELTA DENTAL|Other Service Provider|$8,971|—|$8,971|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [UFCW GROUP ADMINISTRATION LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,991

- **Estimated Expense Ratio:** 7.297% 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|$172,217|—|$27,000|$15,900|—|

| 2023|$174,858|—|$25,110|$21,000|—|

| 2022|$157,258|—|$23,760|—|$109,208|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-walgreen-co-local-648-welfare-trust-fund-943087852-501)

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