# Board Of Trustees Of Oregon Teamster Employers Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-oregon-teamster-employers-trust-936021475-501

> Board Of Trustees Of Oregon Teamster Employers Trust's Health & Welfare plan: 9,131 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Oregon Teamster Employers Trust

- **Sponsor EIN:** 936021475

- **Sponsor Address:** WILLIAM C. EARHART CO., INC, PORTLAND, OR, 972084148

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,131

- **Total Assets:** $246.5M

## 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|9,131|$246.5M|$202.7M|$6.1M|

| 2023|10,120|$231.5M|$203.2M|$6.3M|

| 2022|10,156|$202.9M|$209.6M|$5.4M|

## 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|

| REGENCE BLUE CROSS BLUE SHIELD|Other Service Provider|$5,829,655|$76,227|$5,905,882|

| WILLIAM C. EARHART CO., INC.|Other Service Provider|$1,478,076|—|$1,478,076|

| LOOMIS, SAYLES & CO. LP|Other Service Provider|$486,863|—|$486,863|

| EXPRESS SCRIPTS|Other Service Provider|$289,345|—|$289,345|

| WITHUMSMITH+BROWN, PC|Auditor|$188,107|—|$188,107|

| MILLIMAN, INC.|Recordkeeper|$181,149|—|$181,149|

| VISION SERVICE PLAN|Other Service Provider|$116,564|—|$116,564|

| METROPOLITAN PRESORT, INC.|Other Service Provider|$108,367|—|$108,367|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$80,387|—|$80,387|

| HEALTHLINX, LLC|Other Service Provider|$72,425|—|$72,425|

| BENNETT, HARTMAN, MORRIS & KAPLAN|Other Service Provider|$40,989|—|$40,989|

| US BANK, NA|Recordkeeper|$38,956|—|$38,956|

| ALAN D. BILLER AND ASSOCIATES INC.|ERISA Attorney|$26,667|—|$26,667|

| HORN INSURANCE COMPANIES|Investment Advisor|—|$15,558|$15,558|

| CENVEO WORLDWIDE LIMITED|Other Service Provider|$10,732|—|$10,732|

| INNOVATIVE CARE MANAGEMENT|Other Service Provider|$6,412|—|$6,412|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALAN D. BILLER AND ASSOCIATES INC.](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [HORN INSURANCE COMPANIES](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,046,479

- **Estimated Expense Ratio:** 3.670% 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|$8,874,984|$26,667|$1,743,079|$34,154|—|

| 2023|$8,486,055|$486,585|$7,079,709|$52,397|—|

| 2022|$8,318,417|$428,806|$1,316,756|—|$412,657|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-oregon-teamster-employers-trust-936021475-501)

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