# California Charter Schools Ewbt Health & Welfare Plan
Source: https://planprovider.pro/companies/california-charter-schools-ewbt-616357929-501

> California Charter Schools Ewbt's Health & Welfare plan: 1,718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Charter Schools Ewbt

- **Sponsor EIN:** 616357929

- **Sponsor Address:** PO BOX 2080, FOLSOM, CA, 95763

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,718

- **Total Assets:** $1.3M

## 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|1,718|$1.3M|$20.9M|$0|

| 2023|1,660|$3.0M|$18.6M|$0|

| 2022|2,079|$5.0M|$21.0M|$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|

| BENEFIT & RISK MANAGEMENT|Recordkeeper|$347,120|—|$347,120|

| DICKERSON EMPLOYEE BENEFITS|Investment Advisor|$258,870|—|$258,870|

| AXENE HEALTH PARTNERS LLC|Actuary|$45,000|—|$45,000|

| SINGERLEWAK LLP|Auditor|$32,104|—|$32,104|

| PAYCHEX|Recordkeeper|$30,383|—|$30,383|

| CA CHARTER SCHOOLS CONFERENCE|Recordkeeper|$27,252|—|$27,252|

| BRANCHE JONES|Other Service Provider|$25,200|—|$25,200|

| BUCHALTER|ERISA Attorney|$19,411|—|$19,411|

| TRICORD TRADESHOW SERVICES|Other Service Provider|$11,552|—|$11,552|

| NATASHAY STARR|Other Service Provider|$11,500|—|$11,500|

| EXTRA SPACE MANAGEMENT INC|Other Service Provider|$10,222|—|$10,222|

| ALCALA CONSULTING, INC.|Other Service Provider|$9,637|—|$9,637|

| TEAGUE INSURANCE AGENCY, INC|Insurance Carrier|$7,527|—|$7,527|

| AIRWAYS FREIGHT CORPORATION|Other Service Provider|$5,089|—|$5,089|

### Verified Provider Profiles

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

- [SINGERLEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

- [PAYCHEX](https://planprovider.pro/provider/paychex) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $840,867

- **Estimated Expense Ratio:** 63.414% 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|$1,510,991|—|—|—|—|

| 2023|$1,572,564|—|—|—|—|

| 2022|$1,497,871|—|—|—|$865,756|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-charter-schools-ewbt-616357929-501)

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