# Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-shopmen-s-ironworkers-health-trust-fund-237252041-501

> Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund's Health & Welfare plan: 482 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees, Shopmen'S Ironworkers Health Trust Fund

- **Sponsor EIN:** 237252041

- **Sponsor Address:** 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 91101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 482

- **Total Assets:** $3.6M

## 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|482|$3.6M|$6.1M|$886,391|

| 2023|503|$3.6M|$6.0M|$920,486|

| 2022|442|$3.7M|$5.7M|$909,146|

## 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|

| RAEL AND LETSON|Other Service Provider|$48,000|—|$48,000|

| IRONWORKERS EMPLOYEES BENEFIT CORP|Other Service Provider|$38,620|—|$38,620|

| MC MENOMY & ASSOCIATES CPAS LLP|Other Service Provider|$16,800|—|$16,800|

| STRATEGIC CAPITAL INVEST ADVISORS|Other Service Provider|$16,203|—|$16,203|

| IRON MOUNTAIN|Other Service Provider|$14,741|—|$14,741|

| KRAW LAW GROUP|Other Service Provider|$9,837|—|$9,837|

| WELLS FARGO BANK|Other Service Provider|$6,059|—|$6,059|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,260

- **Estimated Expense Ratio:** 4.194% 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|$177,962|$16,203|$38,620|$16,800|—|

| 2023|$188,676|$16,090|$38,620|$16,800|—|

| 2022|$181,805|$16,103|$38,620|—|$77,955|

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