# Board Of Trustees, Utah Laborers Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/utah-laborers-annuity-trust-fund-plan

> Board Of Trustees, Utah Laborers Annuity Trust Fund's DC plan: 1,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Utah Laborers Annuity Trust Fund

- **Sponsor EIN:** 876135141

- **Sponsor Address:** 1123 PARK VIEW DR STE 200, COVINA, CA, 91724

- **Plan Type:** DC

- **Total Participants:** 1,450

- **Total Assets:** $47.1M

## 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|1,450|$47.1M|$2.6M|$0|

| 2023|1,314|$43.0M|$2.2M|$0|

| 2022|1,218|$40.3M|$2.3M|$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|

| JOHN HANCOCK RETIREMENT PLAN SVC|NONE|$85,440|—|$85,440|

| VERUS ADVISORY, INC|NONE|$45,000|—|$45,000|

| PACIFIC SOUTHWEST ADMINISTRATORS|NONE|$34,788|—|$34,788|

| KELLEY LAW GROUP|NONE|$27,719|—|$27,719|

| THE SEGAL COMPANY|NONE|$26,319|—|$26,319|

| MILLER KAPLAN ARASE LLP|NONE|$21,500|—|$21,500|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVC](https://planprovider.pro/provider/john-hancock) — NONE

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $240,766

- **Estimated Expense Ratio:** 0.511% 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|$278,796|$47,287|$34,788|$21,500|—|

| 2023|$310,622|$47,260|$24,078|$21,500|—|

| 2022|$377,500|$54,854|$217,516|—|$61,289|

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