Plan Snapshot
- Plan Sponsor: California Bankers Association
- Sponsor EIN: 940356160
- Sponsor Address: 1303 J STREET SUITE 600, SACRAMENTO, CA, 95814
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $4.2M
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 | 31 | $4.2M | $19,778 | $0 |
| 2023 | 31 | $4.3M | $29,982 | $0 |
| 2022 | 91 | $4.2M | $32,774 | $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 |
|---|---|---|---|---|
| CBIS BANKER BENEFITS | Recordkeeper | $68,365 | — | $68,365 |
| COMYNS,SMITH,MCCLEARY & DEAVER, LLP | Other Service Provider | $29,551 | — | $29,551 |
| HUSCH BLACKWELL | ERISA Attorney | $24,862 | — | $24,862 |
| US BANK | Custodian / Trustee | $14,516 | — | $14,516 |
| NFP PROPERTY & CASUALTY SERVICES | Other Service Provider | $8,100 | — | $8,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,394
- Estimated Expense Ratio: 3.489% 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 | $751,187 | — | — | — | — |
| 2023 | $348,527 | — | — | — | — |
| 2022 | $498,978 | — | — | — | — |