# California Professional Firefighter Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/california-professional-firefighter-insurance-trust-956293393-501

> California Professional Firefighter Insurance Trust's Health & Welfare plan: 6,679 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/chubb) — Insurance Carrier

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Board Of Trustees, Health Care Employees/Employer](https://planprovider.pro/companies/board-of-trustees-health-care-employees-employer-942356343-501) — 26,625 participants

- [Reta Trust](https://planprovider.pro/companies/reta-trust-942329720-501) — 23,680 participants

- [Board Of Trustees, Directors Guild Of America -](https://planprovider.pro/companies/board-of-trustees-directors-guild-of-america-plan-002) — 22,976 participants

- [United Agribusiness League](https://planprovider.pro/companies/united-agribusiness-league-953514902-501) — 21,356 participants

- [Insurance And Benefits Trust Of The Porac](https://planprovider.pro/companies/insurance-and-benefits-trust-of-the-porac-686068469-501) — 20,412 participants

- [Orange County Employees Health & Welfare](https://planprovider.pro/companies/orange-county-employees-health-welfare-330660405-501) — 11,911 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-professional-firefighter-insurance-trust-956293393-501)

© 2026 PlanProvider.Pro