# Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vicin Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-health-welfare-fund-of-phila-vicin-231392600-501

> Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vicin's Health & Welfare plan: 8,899 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Teamsters Health & Welfare Fund Of Phila & Vicin

- **Sponsor EIN:** 231392600

- **Sponsor Address:** 2500 MCCLELLAN AVENUE, SUITE 140, PENNSAUKEN, NJ, 08109

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 8,899

- **Total Assets:** $165.9M

## 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|8,899|$165.9M|$116.4M|$602,684|

| 2023|8,572|$163.2M|$114.6M|$607,484|

| 2022|9,081|$155.7M|$114.1M|$219,427|

## 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|

| ADMINISTRATIVE SERVICE PROFESSIONAL|Other Service Provider|$4,401,000|—|$4,401,000|

| HORIZON HEALTHCARE SERVICES, INC.|Other Service Provider|$2,381,903|—|$2,381,903|

| CAPITAL RX|Other Service Provider|$1,043,389|—|$1,043,389|

| GUARDIAN NURSES HEALTHCARE ADVOCATE|Other Service Provider|$464,677|—|$464,677|

| SWORD HEALTH|Other Service Provider|$341,925|—|$341,925|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$322,623|—|$322,623|

| ZELIS CLAIMS INTEGRITY INC.|Other Service Provider|$320,501|—|$320,501|

| COLOR HEALTH, INC.|Other Service Provider|$262,852|—|$262,852|

| STEVENS & LEE|ERISA Attorney|$253,777|—|$253,777|

| CALL A DOCTOR PLUS (DOXA DBA)|Other Service Provider|$253,342|—|$253,342|

| CASTLIGHT HEALTH, INC.|Other Service Provider|$228,454|—|$228,454|

| BANNER RIDGE PARTNERS LP|Other Service Provider|$210,652|—|$210,652|

| MARKOWITZ & RICHMAN|Other Service Provider|$142,468|—|$142,468|

| RBC WEALTH MANAGEMENT|Recordkeeper|$141,636|—|$141,636|

| TOTAL CARE NETWORK, INC.|Other Service Provider|$129,859|—|$129,859|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$99,541|—|$99,541|

| WITHUMSMITH+BROWN, PC|Auditor|$74,880|—|$74,880|

| FOSTER & FOSTER, INC.|Other Service Provider|$73,025|—|$73,025|

| NOVAK FRANCELLA, LLC|Auditor|$60,000|—|$60,000|

| LV PRINT CENTER LLC|Other Service Provider|$50,740|—|$50,740|

| PHARMACY INVESTIGATORS & CONSULTANT|Other Service Provider|$50,000|—|$50,000|

| FAIR HEALTH, INC.|Other Service Provider|$42,500|—|$42,500|

| NATIONAL VISION ADMINISTRATORS, LLC|Other Service Provider|$35,008|—|$35,008|

| WILLIAM EINHORN|Other Service Provider|$15,500|—|$15,500|

### Verified Provider Profiles

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

- [STEVENS & LEE](https://planprovider.pro/provider/stevens-and-lee-pc) — ERISA Attorney

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,400,252

- **Estimated Expense Ratio:** 6.871% 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|$5,722,321|$210,652|$4,401,000|$134,880|—|

| 2023|$9,776,634|$138,428|$3,797,000|$65,000|—|

| 2022|$9,301,314|$145,721|$3,576,000|—|$363,778|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-teamsters-health-welfare-fund-of-phila-vicin-231392600-501)

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