# California Metals Coalition Health & Welfare Plan
Source: https://planprovider.pro/companies/california-metals-coalition-954609615-501

> California Metals Coalition's Health & Welfare plan: 1,194 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** California Metals Coalition

- **Sponsor EIN:** 954609615

- **Sponsor Address:** 2941 W WARREN LANE, EL DORADO HILLS, CA, 95762

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,194

- **Total Assets:** $1.4M

## 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.|

| 2025|1,194|$1.4M|$0|$0|

| 2024|1,230|$1.5M|$9.3M|$0|

| 2023|1,122|$1.4M|$9.7M|$17,947|

| 2022|1,662|$1.5M|$12.3M|$36,079|

## 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|

| GALLAGHER BEN SERV INC|Investment Advisor|$625,078|—|$625,078|

| ARTHUR J GALLAGHER US|Recordkeeper|$395,833|—|$395,833|

| CLIFTONLARSONALLEN LLP|Auditor|$28,342|—|$28,342|

| EMPLOYEE BENEFITS LAW GRP|ERISA Attorney|$19,551|—|$19,551|

| PIXA|Other Service Provider|$12,947|—|$12,947|

| CHAMPION RISK|Investment Advisor|$12,127|—|$12,127|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,093,878

- **Estimated Expense Ratio:** 75.473% 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|

| 2025|$10,349,242|—|$437,500|$28,342|—|

| 2024|$1,034,502|—|$322,871|$29,017|—|

| 2023|$1,016,267|—|$311,828|$25,600|—|

| 2022|$1,258,971|—|$502,512|—|$693,948|

## Similar Plans

- [Board Of Directors Producer-Writers Guild Of America Pension Plan](https://planprovider.pro/companies/board-of-directors-producer-writers-guild-of-america-pension-plan-plan) — 8,873 participants

- [Monrovia Police Association Retiree Medical Trust Fund](https://planprovider.pro/companies/monrovia-police-association-retiree-medical-trust-fund-957003558-501) — 38 participants

- [Cltf For So. Cal. Administrative Co. LLC](https://planprovider.pro/companies/cltf-for-so-cal-administrative-co-llc-401k-plan) — 37 participants

- [Capital Bank And Trust Company](https://planprovider.pro/companies/capital-bank-and-trust-company-956597294-003) — 0 participants

- [Capital Bank And Trust Company](https://planprovider.pro/companies/capital-bank-and-trust-company-956597294-007) — 0 participants

- [Capital Bank And Trust Company](https://planprovider.pro/companies/capital-bank-and-trust-company-956597294-055) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-metals-coalition-954609615-501)

© 2026 PlanProvider.Pro