# North Bay Builders Exchanges, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/north-bay-builders-exchanges-inc-454745482-501

> North Bay Builders Exchanges, INC.'s Health & Welfare plan: 674 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Bay Builders Exchanges, INC.

- **Sponsor EIN:** 454745482

- **Sponsor Address:** 660 LAS GALLINAS AVE, SAN RAFAEL, CA, 94903

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 674

- **Total Assets:** $2.9M

## 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|674|$2.9M|$8.1M|$0|

| 2023|192|$2.7M|$7.6M|$0|

| 2022|800|$3.2M|$8.1M|$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|

| BLUE CROSS OF CALIFORNIA|Other Service Provider|$38,158|—|$38,158|

| VENBROOK INSURANCE SERVICES|Other Service Provider|—|$22,190|$22,190|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,348

- **Estimated Expense Ratio:** 2.065% 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|$595,790|—|$177,819|—|—|

| 2023|$545,334|—|$158,433|—|—|

| 2022|$575,015|—|$177,620|—|$80,644|

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