# Insurance And Benefits Trust Of The Porac - Non-Safety Health & Welfare Plan
Source: https://planprovider.pro/companies/insurance-and-benefits-trust-of-the-porac-non-safety-686068469-502

> Insurance And Benefits Trust Of The Porac - Non-Safety's Health & Welfare plan: 1,411 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 686068469

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,411

- **Total Assets:** $1.0M

## 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|1,411|$1.0M|$54,345|$294,780|

| 2023|3,257|$988,748|$68,071|$299,806|

| 2022|3,441|$864,102|$60,232|$256,527|

## 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|$55,861|—|$55,861|

| MYERS-STEVENS TOOHEY & CO INC|Other Service Provider|$29,948|—|$29,948|

| WAGNER LAW GROUP|ERISA Attorney|$16,242|—|$16,242|

| WITHUMSMITH+BROWN PC|Auditor|$14,147|—|$14,147|

| THE SEGAL COMPANY|Recordkeeper|$7,213|—|$7,213|

| BENESYS|Other Service Provider|$5,817|—|$5,817|

| IOS STAFFING SERVICES|Other Service Provider|$5,429|—|$5,429|

### 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

- [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:** $134,657

- **Estimated Expense Ratio:** 13.389% 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|$151,943|—|$36,549|$14,147|—|

| 2023|$144,482|—|$30,606|$20,345|—|

| 2022|$103,988|$2,360|$25,592|—|$19,701|

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- [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/insurance-and-benefits-trust-of-the-porac-non-safety-686068469-502)

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