Plan Snapshot
- Plan Sponsor: Board Of Trustees, Construction Teamsters Security
- Sponsor EIN: 956059190
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 608
- Total Assets: $60.7M
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. |
|---|---|---|---|---|
| 2024 | 608 | $60.7M | $22.8M | $595,114 |
| 2023 | 634 | $52.5M | $21.4M | $661,608 |
| 2022 | 579 | $46.9M | $20.3M | $711,285 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $1,302,677 | — | $1,302,677 |
| QUEST INVESTMENT MANAGEMENT, LLC | Other Service Provider | $122,722 | — | $122,722 |
| ANTHEM BLUE CROSS | Other Service Provider | $109,691 | — | $109,691 |
| A.F. BUBENAS & CO. INC | Other Service Provider | $74,160 | — | $74,160 |
| MILLER KAPLAN ARASE LLP | Auditor | $52,400 | — | $52,400 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $31,588 | — | $31,588 |
| BUSH GOTTLIEB, A LAW CORPORATION | Other Service Provider | $23,003 | — | $23,003 |
| MILLIMAN, INC. | Recordkeeper | $17,000 | — | $17,000 |
| VISION SERVICE PLAN | Other Service Provider | $10,872 | — | $10,872 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $10,000 | — | $10,000 |
| WOHLNER KAPLON CUTLER HALFORD & ROS | Other Service Provider | $9,625 | — | $9,625 |
| FIRST DENTAL HEALTH | Other Service Provider | $5,117 | — | $5,117 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,768,855
- Estimated Expense Ratio: 2.914% 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 | $2,088,784 | $152,037 | $1,151,760 | $52,400 | — |
| 2023 | $2,259,347 | $121,250 | $1,151,760 | $52,400 | — |
| 2022 | $2,146,611 | $96,084 | $1,143,210 | — | $387,893 |