Plan Snapshot
- Plan Sponsor: Board Of Trustees, Warehousemen'S Health And Welfare
- Sponsor EIN: 956068285
- Sponsor Address: 5625 S FIGUEROA ST, LOS ANGELES, CA, 90037
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 287
- Total Assets: $3.4M
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 | 287 | $3.4M | $8.1M | $20,472 |
| 2023 | 295 | $3.1M | $8.2M | $19,562 |
| 2022 | 316 | $3.2M | $8.3M | $19,949 |
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 |
|---|---|---|---|---|
| EMPLOYEE 1 | Recordkeeper | $115,672 | — | $115,672 |
| EMPLOYEE 2 | Recordkeeper | $102,443 | — | $102,443 |
| MILLER KAPLAN ARASE LLP | Auditor | $70,845 | — | $70,845 |
| MILLIMAN | Recordkeeper | $35,000 | — | $35,000 |
| PARTICIPANT | Recordkeeper | $27,745 | — | $27,745 |
| ADVANCE COMPUTER CARE, INC | Other Service Provider | $23,156 | — | $23,156 |
| GILBERT & SACKMAN | Other Service Provider | $5,981 | — | $5,981 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE 1 — Recordkeeper
- EMPLOYEE 2 — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- MILLIMAN — Recordkeeper
- PARTICIPANT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,842
- Estimated Expense Ratio: 11.306% 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 | $457,551 | — | — | $42,150 | — |
| 2023 | $467,530 | — | — | $38,700 | — |
| 2022 | $461,316 | — | — | — | $126,584 |