# Board Of Trustees, Warehousemen'S Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-warehousemen-s-health-and-welfare-956068285-501

> Board Of Trustees, Warehousemen'S Health And Welfare's Health & Welfare plan: 287 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, 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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [PARTICIPANT](https://planprovider.pro/provider/employee-fiduciary) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-warehousemen-s-health-and-welfare-956068285-501)

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