# District Council 16 Of Northern California Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/district-council-16-of-northern-california-health-and-welfare-trust-412261950-501

> District Council 16 Of Northern California Health And Welfare Trust's Health & Welfare plan: 5,851 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** District Council 16 Of Northern California Health And Welfare Trust

- **Sponsor EIN:** 412261950

- **Sponsor Address:** 4160 DUBLIN BLVD, SUITE 400, DUBLIN, CA, 945687756

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,851

- **Total Assets:** $251.3M

## 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|5,851|$251.3M|$114.6M|$5.5M|

| 2023|6,176|$242.7M|$117.9M|$5.7M|

| 2022|6,983|$227.0M|$113.9M|$6.7M|

## 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|

| HEALTH SERVICES AND BENEFIT ADMIN|Other Service Provider|$2,134,757|—|$2,134,757|

| WITHUMSMITH+BROWN, PC|Auditor|$1,362,592|—|$1,362,592|

| SALTZMAN & JOHNSON|Other Service Provider|$612,560|—|$612,560|

| ANTHEM BLUE CROSS|Other Service Provider|$527,548|—|$527,548|

| GRAYSTONE CONSULTING/MORGAN STANLEY|Other Service Provider|$421,916|—|$421,916|

| DELTA DENTAL|Other Service Provider|$381,300|—|$381,300|

| THE SEGAL COMPANY|Recordkeeper|$271,531|—|$271,531|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$216,734|—|$216,734|

| BEAT-IT PROGRAM INC|Other Service Provider|$146,969|—|$146,969|

| VISION SERVICE PLAN|Other Service Provider|$52,768|—|$52,768|

| ROADRUNNER PRINT MAIL, INC.|Other Service Provider|$52,214|—|$52,214|

| IRON MOUNTAIN|Other Service Provider|$19,693|—|$19,693|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$19,667|$19,667|

| RSP PRINTING|Other Service Provider|$14,355|—|$14,355|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,234,604

- **Estimated Expense Ratio:** 2.481% 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|$6,143,311|$421,916|$2,054,992|$78,024|—|

| 2023|$5,415,773|$416,002|$1,978,080|$86,382|—|

| 2022|$4,702,731|$201,629|$1,848,677|—|$1,355,822|

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