Plan Snapshot
- Plan Sponsor: San Antonio Police Officers And Firefighters Benefit Plan & Trust
- Sponsor EIN: 742937113
- Sponsor Address: P. O. BOX 9201, AUSTIN, TX, 78766
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 12,843
- Total Assets: $3.9M
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 | 12,843 | $3.9M | $4.0M | $8,152 |
| 2023 | 12,801 | $4.3M | $4.0M | $8,651 |
| 2022 | 12,821 | $4.6M | $4.0M | $5,618 |
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 |
|---|---|---|---|---|
| BOON-CHAPMAN BENEFIT ADMIN., INC. | Other Service Provider | $448,381 | — | $448,381 |
| GALLAGHER BENEFIT SERVICES, INC | Investment Advisor | $30,000 | — | $30,000 |
| GONZALEZ & WALKER | Other Service Provider | $24,890 | — | $24,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $503,271
- Estimated Expense Ratio: 12.871% 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 | $488,799 | — | $419,709 | $24,890 | — |
| 2023 | $513,448 | — | $440,894 | $27,250 | — |
| 2022 | $490,825 | — | $429,749 | — | $55,639 |