Plan Snapshot
- Plan Sponsor: Local 306 Theat.Employ.Health Fund C/O Benefit Plans, INC.
- Sponsor EIN: 136174165
- Sponsor Address: P.O. BOX 17928, LOS ANGELES, CA, 900170928
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,247
- Total Assets: $16.3M
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 | 1,247 | $16.3M | $5.0M | $0 |
| 2023 | 1,247 | $13.2M | $3.0M | $0 |
| 2022 | 1,434 | $11.1M | $3.0M | $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 |
|---|---|---|---|---|
| BENEFIT PLANS, INC. | Recordkeeper | $125,128 | — | $125,128 |
| PROSKAUER ROSE LLP | ERISA Attorney | $45,882 | — | $45,882 |
| SELE-DENT | Other Service Provider | $44,330 | — | $44,330 |
| SPIVAK LIPTON LLP | ERISA Attorney | $43,454 | — | $43,454 |
| SEGAL MARCO ADVISORS | Other Service Provider | $23,313 | — | $23,313 |
| THE SEGAL COMPANY | Other Service Provider | $20,000 | — | $20,000 |
| ANNA T. RUSSO, CPA P.C. | Auditor | $16,150 | — | $16,150 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $10,757 | — | $10,757 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $329,014
- Estimated Expense Ratio: 2.015% 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 | $371,349 | $23,313 | $125,128 | $16,150 | — |
| 2023 | $432,803 | $22,250 | $138,000 | $15,850 | — |
| 2022 | $576,965 | $21,250 | $92,944 | — | $366,797 |