# Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-no-377-health-welfare-fund-340755508-501

> Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund's Health & Welfare plan: 378 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Teamsters Local No. 377 Health & Welfare Fund

- **Sponsor EIN:** 340755508

- **Sponsor Address:** 9665 ROCKSIDE ROAD, VALLEY VIEW, OH, 44125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 378

- **Total Assets:** $11.2M

## 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|378|$11.2M|$6.4M|$23,223|

| 2023|378|$10.7M|$7.2M|$4,770|

| 2022|468|$9.8M|$7.4M|$10,568|

## 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|

| ANTHEM COMMUNITY INSURANCE CO|Other Service Provider|$314,698|—|$314,698|

| BENESYS|Other Service Provider|$209,847|—|$209,847|

| THE SEGAL COMPANY|Other Service Provider|$76,528|—|$76,528|

| PACKER THOMAS|Auditor|$36,725|—|$36,725|

| FAULKNER, HOFFMAN & PHILLIPS, LLC|Other Service Provider|$28,091|—|$28,091|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — Auditor

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $677,889

- **Estimated Expense Ratio:** 6.036% 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|$408,454|$16,665|$209,847|—|—|

| 2023|$379,535|$18,287|$185,490|—|—|

| 2022|$344,786|$13,477|$181,360|—|$107,549|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-no-377-health-welfare-fund-340755508-501)

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