Plan Snapshot
- Plan Sponsor: Oliver De Silva, INC.
- Sponsor EIN: 941249084
- Sponsor Address: 344 HIGH STREET, OAKLAND, CA, 94601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 369
- Total Assets: $79,372
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 | 369 | $79,372 | $11.5M | $0 |
| 2023 | 307 | $24,544 | $6.0M | $0 |
| 2022 | 300 | $398,435 | $5.1M | $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 |
|---|---|---|---|---|
| HEALTHCOMP ADMINISTRATORS | Other Service Provider | $78,840 | — | $78,840 |
| BLUE CROSS | Other Service Provider | $42,131 | — | $42,131 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,971
- Estimated Expense Ratio: 152.410% 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 | $100,629 | — | $100,629 | — | — |
| 2023 | $99,985 | — | $99,985 | — | — |
| 2022 | $99,928 | — | — | — | $99,928 |