# The Board Of Trustees For Labor Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-for-labor-956975448-501

> The Board Of Trustees For Labor's Health & Welfare plan: 223 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees For Labor

- **Sponsor EIN:** 956975448

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 223

- **Total Assets:** $4.7M

## 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.|

| 2025|223|$4.7M|$0|$0|

| 2024|325|$4.4M|$5.0M|$0|

| 2023|335|$4.0M|$5.5M|$0|

| 2022|441|$3.7M|$5.8M|$5,127|

## 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|$94,798|—|$94,798|

| RAEL & LETSON|Other Service Provider|$50,222|—|$50,222|

| HANEY & SHAH LLP|Other Service Provider|$43,275|—|$43,275|

| DAVID BRODY & CO|Other Service Provider|$23,135|—|$23,135|

| CITIZENS BUSINESS BANK|Other Service Provider|$18,990|—|$18,990|

| EIDE BAILLY LLP|Other Service Provider|$10,684|—|$10,684|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $241,104

- **Estimated Expense Ratio:** 5.156% 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|

| 2025|$4,483,433|$18,990|$94,798|—|—|

| 2024|$287,280|$17,806|$92,037|—|—|

| 2023|$313,896|$16,510|$88,497|—|—|

| 2022|$246,963|$14,844|$84,283|—|$115,979|

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