# Int&#39;L Assn. Of Fire Fighters&#39; Local 809 Pasadena Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/int-l-assn-of-fire-fighters-local-809-pasadena-956059562-501

> Int&#39;L Assn. Of Fire Fighters&#39; Local 809 Pasadena&#39;s Health &amp; Welfare plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Int'L Assn. Of Fire Fighters' Local 809 Pasadena

- **Sponsor EIN:** 956059562

- **Sponsor Address:** PO BOX 5102, PASADENA, CA, 911170102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 159

- **Total Assets:** $9.2M

## 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|159|$9.2M|$648,235|$0|

| 2023|151|$8.3M|$568,115|$0|

| 2022|144|$7.4M|$561,340|$0|

## 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|

| VIMLY BENEFIT SOLUTIONS|Recordkeeper|$72,110|—|$72,110|

| THE WAGNER LAW GROUP|ERISA Attorney|$44,940|—|$44,940|

| PAYDEN & RYGEL|Other Service Provider|$18,512|—|$18,512|

| NEWPORT GROUP CONSULTING LLC|Other Service Provider|$16,000|—|$16,000|

| CHERION, INC.|Other Service Provider|$12,000|—|$12,000|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$9,000|—|$9,000|

| MARSH & MCLELLAN AGENCY LLC|Other Service Provider|$7,532|—|$7,532|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $180,094

- **Estimated Expense Ratio:** 1.954% 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|$187,137|$34,512|$72,110|$9,000|—|

| 2023|$259,484|$32,237|$70,391|$10,998|—|

| 2022|$155,157|$14,214|$40,916|—|$87,337|

## Similar Plans

- [Board Of Trustees, Los Angeles Police Protective](https://planprovider.pro/companies/board-of-trustees-los-angeles-police-protective-856190848-505) — 8,203 participants

- [Cahp Disability Plan Trust](https://planprovider.pro/companies/cahp-disability-plan-trust-686069961-501) — 6,371 participants

- [Board Of Trustees, Labor Unions 401(K) Plan](https://planprovider.pro/companies/board-of-trustees-labor-unions-401-k-plan-plan) — 3,614 participants

- [Board Of Trustees, San Francisco Police Officers'](https://planprovider.pro/companies/board-of-trustees-san-francisco-police-officers-266732924-501) — 1,776 participants

- [Afscme Local 2076](https://planprovider.pro/companies/afscme-local-2076-953827935-501) — 1,690 participants

- [California Nurses Association](https://planprovider.pro/companies/california-nurses-association-401k-plan) — 400 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/int-l-assn-of-fire-fighters-local-809-pasadena-956059562-501)

&copy; 2026 PlanProvider.Pro
