# Fresno Police Officers Association Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/fresno-police-officers-association-776132047-502

> Fresno Police Officers Association&#39;s Health &amp; Welfare plan: 859 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fresno Police Officers Association

- **Sponsor EIN:** 776132047

- **Sponsor Address:** 994 N VAN NESS, FRESNO, CA, 937283428

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 859

- **Total Assets:** $861,463

## 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|859|$861,463|$0|$256,808|

| 2023|832|$784,616|$0|$236,720|

| 2022|825|$705,940|$0|$212,642|

## 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|

| PEACE OFFICERS RESEARCH ASSOCIATION|Recordkeeper|$124,776|—|$124,776|

| OVIEDO LAW GROUP INC|ERISA Attorney|$74,740|—|$74,740|

| BAERG & ASSOCIATES, LLP|Other Service Provider|$17,181|—|$17,181|

| E. MARSHALL HODGKINS|ERISA Attorney|$16,793|—|$16,793|

| RAINS LUCIA STERN ST. PHALLE & SILV|ERISA Attorney|$7,675|—|$7,675|

| PATRICK HALTER|Other Service Provider|$6,250|—|$6,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $247,415

- **Estimated Expense Ratio:** 28.720% 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|$161,895|$4,938|$124,776|—|—|

| 2023|$171,532|$3,801|$119,635|—|—|

| 2022|$146,843|$3,684|$107,809|—|$10,269|

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