# I.A.T.S.E. Local 16 Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-16-welfare-trust-fund-946138741-501

> I.A.T.S.E. Local 16 Welfare Trust Fund's Health & Welfare plan: 1,030 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local 16 Welfare Trust Fund

- **Sponsor EIN:** 946138741

- **Sponsor Address:** 7180 KOLL CENTER PARKWAY, SUITE 200, PLEASANTON, CA, 94566

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,030

- **Total Assets:** $21.8M

## 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|1,030|$21.8M|$14.0M|$341,985|

| 2023|706|$20.7M|$15.3M|$478,326|

| 2022|849|$16.0M|$14.0M|$641,944|

## 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|

| BENESYS, INC.|Other Service Provider|$326,420|$1,662|$328,082|

| ANTHEM BLUE CROSS LIFE & HEALTH INS|Other Service Provider|$191,366|—|$191,366|

| WITHUMSMITH+BROWN, PC|Auditor|$144,391|—|$144,391|

| RAEL & LETSON|Other Service Provider|$67,371|—|$67,371|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$52,215|—|$52,215|

| TEAMSTERS ASSISTANCE PROGRAM|Other Service Provider|$17,794|—|$17,794|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Other Service Provider|$14,331|—|$14,331|

| SMART SOURCE|Other Service Provider|$14,206|—|$14,206|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$10,000|—|$10,000|

| VERUS ADVISORY, INC.|Other Service Provider|$10,000|—|$10,000|

| WELLS FARGO, NA|Other Service Provider|$9,467|—|$9,467|

| UNION INSURANCE GROUP|Other Service Provider|—|$9,425|$9,425|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $868,648

- **Estimated Expense Ratio:** 3.979% 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|$923,228|$10,253|$303,502|$41,524|—|

| 2023|$863,914|$12,036|$302,657|$29,800|—|

| 2022|$826,389|$13,944|$281,098|—|$267,021|

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