# Local 306 Theat.Employ.Health Fund C/O Benefit Plans, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/local-306-theat-employ-health-fund-c-o-benefit-plans-inc-136174165-501

> Local 306 Theat.Employ.Health Fund C/O Benefit Plans, INC.'s Health & Welfare plan: 1,247 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schultheis-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-306-theat-employ-health-fund-c-o-benefit-plans-inc-136174165-501)

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