# California Bankers Association Health & Welfare Plan
Source: https://planprovider.pro/companies/california-bankers-association-940356160-501

> California Bankers Association's Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|—|—|—|

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