# Insurance And Benefits Trust Of The Porac Health & Welfare Plan
Source: https://planprovider.pro/companies/insurance-and-benefits-trust-of-the-porac-686068469-501

> Insurance And Benefits Trust Of The Porac's Health & Welfare plan: 20,412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insurance And Benefits Trust Of The Porac

- **Sponsor EIN:** 686068469

- **Sponsor Address:** 2960 ADVANTAGE WAY, SACRAMENTO, CA, 95834

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 20,412

- **Total Assets:** $8.1M

## 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|20,412|$8.1M|$1.8M|$5.8M|

| 2023|61,879|$8.8M|$1.9M|$5.9M|

| 2022|61,855|$8.4M|$1.8M|$5.8M|

## 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|

| IBT HEALTH PLAN|Other Service Provider|$1,001,142|—|$1,001,142|

| MYERS-STEVENS TOOHEY AND CO INC|Other Service Provider|$472,689|—|$472,689|

| WAGNER LAW GROUP|ERISA Attorney|$269,955|—|$269,955|

| THE SEGAL COMPANY|Other Service Provider|$123,147|—|$123,147|

| IOS STAFFING SERVICES|Other Service Provider|$111,075|—|$111,075|

| BENESYS|Other Service Provider|$102,529|—|$102,529|

| WITHUMSMITH+BROWN PC|Auditor|$79,927|—|$79,927|

| UBS|Recordkeeper|$40,849|—|$40,849|

| JAMS, INC|Other Service Provider|$11,819|—|$11,819|

| SHAW LAW GROUP|Other Service Provider|$8,557|—|$8,557|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$5,578|$5,578|

### Verified Provider Profiles

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

- [WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

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

- [UBS](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,227,267

- **Estimated Expense Ratio:** 27.565% 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|$2,516,009|—|$588,278|$79,927|—|

| 2023|$2,097,824|—|$525,634|$117,520|—|

| 2022|$1,697,001|$42,390|$465,120|—|$233,277|

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