# Open Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/open-health-trust-476663415-501

> Open Health Trust's Health & Welfare plan: 932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Open Health Trust

- **Sponsor EIN:** 476663415

- **Sponsor Address:** 2300 EMPIRE AVENUE, 5TH FLOOR, BURBANK, CA, 91504

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 932

- **Total Assets:** $9.1M

## 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|932|$9.1M|$5.7M|$1.2M|

| 2023|1,170|$7.6M|$7.5M|$893,391|

| 2022|2,149|$6.8M|$10.9M|$923,595|

## 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|

| RSM US LLP|Auditor|$48,203|—|$48,203|

| BANK OF AMERICA, N. A.|Other Service Provider|$23,668|—|$23,668|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,871

- **Estimated Expense Ratio:** 0.788% 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|$71,871|—|—|$48,203|—|

| 2023|$39,900|—|$39,900|—|—|

| 2022|$58,156|—|—|—|—|

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