Board Of Trustees For Teamsters Security Fund For So. Nv - Hotel & Cas 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees For Teamsters Security Fund For So. Nv - Hotel & Cas
  • Sponsor EIN: 471237848
  • Sponsor Address: 2250 SOUTH RANCHO DRIVE, SUITE 295, LAS VEGAS, NV, 891024409
  • Plan Type: 401(k)
  • Plan Number: 502
  • Total Participants: 2,695
  • Total Assets: $79.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,695$79.8M$23.4M$16.2M
20232,595$65.3M$20.5M$16.1M
20222,100$53.8M$15.3M$15.1M

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, INCOther Service Provider$966,485—$966,485
ANTHEM BLUE CROSS BLUE SHIELDOther Service Provider$668,747—$668,747
INNOVATIVE CARE MANAGEMENT, INCOther Service Provider$282,835—$282,835
SEGAL COMPANY (WESTERN STATES), INCRecordkeeper$267,111—$267,111
CECILIA B. BACEROOther Service Provider$155,162—$155,162
RUBINBROWN LLPAuditor$128,727—$128,727
ALLSPRING GLOBAL INVESTMENTSOther Service Provider$109,405—$109,405
MEDIMPACT HEALTHCARE SYSTEMS, INC.Other Service Provider$96,027—$96,027
PHC OF NEVADA INC DBA HARMONY HEALTOther Service Provider$81,376—$81,376
BROWNSTEIN HYATT FARBER SCHRECKERISA Attorney$61,081—$61,081
HEALTH SERVICES COALITIONOther Service Provider$29,002—$29,002
DIVERSIFIED DENTAL SERVICES, INCOther Service Provider$17,182—$17,182

Verified Provider Profiles

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Plan Fees & Expenses

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

  • Total Service Provider Fees: $2,863,140
  • Estimated Expense Ratio: 3.588% 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$1,990,944—$1,070,659$128,727—
2023$1,725,871$837$1,065,014——
2022$1,570,858$24,251$983,907—$270,264

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