Plan Snapshot
- Plan Sponsor: Board Of Trustees Health And Welfare Fund Of Teamsters Local 473
- Sponsor EIN: 510135567
- Sponsor Address: 6051 CAREY DRIVE, VALLEY VIEW, OH, 44125
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 74
- Total Assets: $956,445
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 | 74 | $956,445 | $924,590 | $162,037 |
| 2023 | 94 | $1.2M | $1.1M | $144,904 |
| 2022 | 60 | $1.4M | $1.2M | $92,675 |
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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL | Other Service Provider | $65,141 | — | $65,141 |
| DANIEL STELTER | Other Service Provider | $30,420 | — | $30,420 |
| TUCKER ARENSBURG P.C. | ERISA Attorney | $15,764 | — | $15,764 |
| J. SCHAEFER & COMPANY LLC | Auditor | $14,400 | — | $14,400 |
| TEAMSTERS LOCAL 473 | Other Service Provider | $13,038 | — | $13,038 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBURG P.C. — ERISA Attorney
- J. SCHAEFER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,763
- Estimated Expense Ratio: 14.508% 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 | $161,243 | $458 | $1,039 | $14,400 | — |
| 2023 | $162,676 | $545 | $1,252 | $14,400 | — |
| 2022 | $137,837 | $503 | $13,802 | — | $68,210 |