# Western States Carpenters Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/western-states-carpenters-health-and-welfare-trust-956042873-501

> Western States Carpenters Health And Welfare Trust's Health & Welfare plan: 51,730 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western States Carpenters Health And Welfare Trust

- **Sponsor EIN:** 956042873

- **Sponsor Address:** 445 S. FIGUEROA, LOS ANGELES, CA, 90071

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 51,730

- **Total Assets:** $1.4B

## 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|51,730|$1.4B|$555.7M|$2.0M|

| 2023|36,567|$794.8M|$510.7M|$2.3M|

| 2022|32,789|$634.8M|$458.7M|$2.3M|

## 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|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$7,635,309|—|$7,635,309|

| CARPENTERS SOUTHWEST ADMIN. CORP.|Other Service Provider|$7,280,711|—|$7,280,711|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$3,471,613|—|$3,471,613|

| SHANLEY APC|Other Service Provider|$995,039|—|$995,039|

| THE SEGAL COMPANY|Recordkeeper|$545,362|—|$545,362|

| NOSSAMAN LLP|ERISA Attorney|$542,118|—|$542,118|

| LEVEL CARE HEALTH CONSORTIUM|Other Service Provider|$325,545|—|$325,545|

| COMPSYCH CORPORATION|Other Service Provider|$311,902|—|$311,902|

| UNION PRESS|Other Service Provider|$223,325|—|$223,325|

| VIRTA MEDICAL|Other Service Provider|$136,060|—|$136,060|

| DODGE & COX|Other Service Provider|$111,293|—|$111,293|

| YOUSIF CAPITAL MANAGEMENT|Other Service Provider|$88,451|—|$88,451|

| CALIBRE CPA GROUP, PLLC|Auditor|$45,063|—|$45,063|

| ALAN BILLER & ASSOCIATES|ERISA Attorney|$42,500|—|$42,500|

| US BANK|Recordkeeper|$41,977|—|$41,977|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$34,864|$34,864|

| SAGEBRUSH ANALYTICAL SOLUTIONS|Other Service Provider|$25,449|—|$25,449|

| THE PHIA GROUP, LLC|Other Service Provider|$20,610|—|$20,610|

| THE WAGNER LAW GROUP|ERISA Attorney|$18,922|—|$18,922|

| CURTIS CONYERS|Custodian / Trustee|$17,835|—|$17,835|

| WELFARE AND PENSION ADMIN SERVICE|Other Service Provider|$13,266|—|$13,266|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$11,238|—|$11,238|

| INVESCO ADVISERS INC|Other Service Provider|$8,709|—|$8,709|

| MANATT, PHELPS & PHILLIPS LLP|Other Service Provider|$5,957|—|$5,957|

| BARLOW, COUGHRAN, MORALES & JOSEPHS|Other Service Provider|$5,197|—|$5,197|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [NOSSAMAN LLP](https://planprovider.pro/provider/nossaman-llp) — ERISA Attorney

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [ALAN BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,958,315

- **Estimated Expense Ratio:** 1.612% 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|$22,339,547|$250,953|$18,233,814|$45,063|—|

| 2023|$19,008,045|$169,190|$16,276,441|$42,500|—|

| 2022|$19,244,054|$208,357|$8,100,553|—|$10,521,530|

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