# Seiu-Usww And San Diego County Employers Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/seiu-usww-and-san-diego-county-employers-trust-fund-680496395-501

> Seiu-Usww And San Diego County Employers Trust Fund's Health & Welfare plan: 516 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seiu-Usww And San Diego County Employers Trust Fund

- **Sponsor EIN:** 680496395

- **Sponsor Address:** 1055 PARK VIEW DRIVE SUITE 111, COVINA, CA, 91724

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 516

- **Total Assets:** $12.1M

## 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|516|$12.1M|$7.2M|$15,159|

| 2023|672|$10.7M|$6.1M|$460|

| 2022|657|$10.8M|$5.7M|$7,005|

## 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|

| PACIFIC SOUTHWEST ADMINISTRATORS|Other Service Provider|$92,771|—|$92,771|

| REICH, ADELL & CVITAN|Other Service Provider|$46,456|—|$46,456|

| RAEL & LETSON|Other Service Provider|$43,240|—|$43,240|

| MCMORGAN & COMPANY LLC|Other Service Provider|$38,562|—|$38,562|

| NATIONAL COMPLIANCE SERVICES|Other Service Provider|$14,280|—|$14,280|

| HENNINGFIELD & ASSOCIATES, INC|Auditor|$13,973|—|$13,973|

### Verified Provider Profiles

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

- [HENNINGFIELD & ASSOCIATES, INC](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,282

- **Estimated Expense Ratio:** 2.067% 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|$289,137|$38,562|$92,771|$13,973|—|

| 2023|$301,340|$36,825|$98,615|$10,000|—|

| 2022|$285,778|$39,143|$88,583|—|$119,167|

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