Plan Ledger DOL Form 5500 · updated monthly

Alameda Alliance for HealthMoney purchase plan

ALAMEDA ALLIANCE FOR HEALTH PENSION PLAN · ALAMEDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Alameda Alliance for Health reported $32,475 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,048 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.14% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,833rd-largest of 9,483 plans among California employers on file, and 2,522nd of 4,798 in finance & insurance. active participation has grown from 440 to 621 since 2022.

Plan summary
Net assets, end of year$28,024,235
Participants with balances796
Active participants621
Employer contributions$3,755,979
Employee contributions—
Employer contribution per active participant$6,048
Average account balance$35,206
Benefits paid to participants$1,318,500
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 796 accts · $3.8M emplr
2023$22.8M · 698 accts · $2.9M emplr
2022$18.1M · 643 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,250
Total administrative$32,475
Employer contributions to the Alameda Alliance for Health plan · 2024
Employer contribution per active participant$6,048
Median for plans this size$2,416
2024$6,048 per active participant
2023$5,215 per active participant
2022$4,864 per active participant

Alameda Alliance for Health's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$32,475 · 0.13%
2023$26,165 · 0.13%
2022$23,039 · 0.14%
Similar plansFinance & Insurance · California
Blupeak Credit Union CA$29.0M · 0.22%
Frontwave Credit Union CA$28.4M · 0.08%
Adelfi Credit Union CA$28.0M · 0.11%
American Assets Trust, LP CA$27.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943216947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.