Plan Snapshot
- Plan Sponsor: California Professional Firefighter Insurance Trust
- Sponsor EIN: 956293393
- Sponsor Address: PO BOX 27098, FRESNO, CA, 93729
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 6,679
- Total Assets: $4.1M
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 | 6,679 | $4.1M | $0 | $1.9M |
| 2023 | 6,743 | $3.6M | $0 | $2.0M |
| 2022 | 7,084 | $3.4M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| PTW INSURANCE SERVICES | Other Service Provider | $538,260 | — | $538,260 |
| HILLBERG & COMPANY CPAS | Other Service Provider | $30,250 | — | $30,250 |
| PRIEN ASSOCIATES, INC | Other Service Provider | $21,300 | — | $21,300 |
| CHUBB | Insurance Carrier | $16,733 | — | $16,733 |
| HARRINGTON INVESTMENTS, INC. | Other Service Provider | $16,208 | — | $16,208 |
| THE WAGNER LAW GROUP | ERISA Attorney | $15,527 | — | $15,527 |
| CALIFORNIA PROFESSIONAL FIREFIGHTER | Other Service Provider | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHUBB — Insurance Carrier
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $643,678
- Estimated Expense Ratio: 15.700% 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 | $1,063,818 | — | — | $1,063,818 | — |
| 2023 | $631,331 | — | — | $631,331 | — |
| 2022 | $653,272 | — | — | — | — |