# Board Of Trustees Of Teamsters Local 1164 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-1164-welfare-fund-346529411-501

> Board Of Trustees Of Teamsters Local 1164 Welfare Fund's Health & Welfare plan: 340 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 Teamsters Local 1164 Welfare Fund

- **Sponsor EIN:** 346529411

- **Sponsor Address:** 3236 WEST 25TH STREET, CLEVELAND, OH, 441091668

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 340

- **Total Assets:** $4.4M

## 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|340|$4.4M|$4.7M|$600,320|

| 2023|340|$4.9M|$4.6M|$357,017|

| 2022|325|$5.3M|$4.3M|$367,998|

## 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|

| MEDICAL MUTUAL OF OHIO|Other Service Provider|$183,893|—|$183,893|

| ISRAEL JOHNSON|Other Service Provider|$58,668|—|$58,668|

| TEAMSTERS LOCAL 1164|Other Service Provider|$56,708|—|$56,708|

| J. SCHAEFER & COMPANY LLC|Auditor|$15,568|—|$15,568|

| BOYD WATTERSON|Other Service Provider|$14,896|—|$14,896|

| THE SEGAL COMPANY|Other Service Provider|$8,021|—|$8,021|

| PAUL MILLER|Other Service Provider|$5,600|—|$5,600|

### Verified Provider Profiles

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

- [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:** $343,354

- **Estimated Expense Ratio:** 7.750% 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|$559,843|—|—|$15,568|—|

| 2023|$349,012|$10,673|$207,340|$15,499|—|

| 2022|$313,390|$12,378|$180,877|—|$23,912|

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