# Board Of Trustees Of Teamster Center Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamster-center-services-fund-131964856-501

> Board Of Trustees Of Teamster Center Services Fund's Health & Welfare plan: 28,085 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Teamster Center Services Fund

- **Sponsor EIN:** 131964856

- **Sponsor Address:** 121 WEST 27TH STREET, NEW YORK, NY, 10001

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 28,085

- **Total Assets:** $846,388

## 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|28,085|$846,388|$724,600|$0|

| 2023|28,787|$611,354|$729,907|$0|

| 2022|28,560|$667,963|$697,653|$0|

## 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|

| ANDREW JOHNSON|Other Service Provider|$229,233|—|$229,233|

| TODD CHRISTENSON|Other Service Provider|$119,777|—|$119,777|

| KAY GIMMESTAD|Other Service Provider|$110,150|—|$110,150|

| RUTH CLARKE JACKSON|Other Service Provider|$104,160|—|$104,160|

| SHERATON NY TIMES SQUARE|Other Service Provider|$75,693|—|$75,693|

| EDWARD KILEY|Other Service Provider|$73,235|—|$73,235|

| CALIBRE CPA GROUP, PLLC|Auditor|$14,867|—|$14,867|

| AUTOMATIC DATA PROCESSING, INC.|Other Service Provider|$14,840|—|$14,840|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$14,025|—|$14,025|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $755,980

- **Estimated Expense Ratio:** 89.318% 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|$876,829|—|—|$14,867|—|

| 2023|$859,270|—|—|$14,825|—|

| 2022|$688,096|—|—|—|$35,549|

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