# Trustees Of The San Diego City Employees Retiree Medical Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-the-san-diego-city-employees-retiree-medical-trust-454698959-501

> Trustees Of The San Diego City Employees Retiree Medical Trust's Health & Welfare plan: 1,068 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The San Diego City Employees Retiree Medical Trust

- **Sponsor EIN:** 454698959

- **Sponsor Address:** 221 N WALL STREET, SUITE 201, SPOKANE, WA, 99201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,068

- **Total Assets:** $288.8M

## 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|1,068|$288.8M|$17.2M|$0|

| 2023|1,070|$272.2M|$15.8M|$0|

| 2022|1,038|$240.4M|$17.3M|$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|

| GALLAGHER BENEFIT SERVICES INC.|Recordkeeper|$303,188|—|$303,188|

| RBC WEALTH MANAGEMENT|Recordkeeper|$75,000|—|$75,000|

| WEINBERG ROGER & ROSENFELD|Other Service Provider|$48,000|—|$48,000|

| CLIFTONLARSONALLEN LLP|Auditor|$38,829|—|$38,829|

| CHEIRON, INC.|Other Service Provider|$17,000|—|$17,000|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERVICES INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Recordkeeper

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $482,017

- **Estimated Expense Ratio:** 0.167% 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|$492,075|$75,000|$290,233|$38,829|—|

| 2023|$470,278|$75,000|$275,214|$31,273|—|

| 2022|$441,503|$75,000|$259,370|—|$71,867|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-san-diego-city-employees-retiree-medical-trust-454698959-501)

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