# Board Of Trustees Health And Welfare Fund Of Teamsters Local 473 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-health-and-welfare-fund-of-teamsters-local-473-510135567-501

> Board Of Trustees Health And Welfare Fund Of Teamsters Local 473's Health & Welfare plan: 74 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/tucker-arensberg-pc) — ERISA Attorney

- [J. SCHAEFER & COMPANY LLC](https://planprovider.pro/provider/j-schaefer-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-health-and-welfare-fund-of-teamsters-local-473-510135567-501)

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