Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Managed Health Care Trust Fund
- Sponsor EIN: 943138272
- Sponsor Address: P.O. BOX 757, PLEASANTON, CA, 94566
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,756
- Total Assets: $40.6M
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 | 5,756 | $40.6M | $92.9M | $948,311 |
| 2023 | 5,738 | $38.1M | $92.9M | $1.1M |
| 2022 | 6,266 | $34.0M | $98.6M | $1.2M |
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 |
|---|---|---|---|---|
| DMC INSURANCE ADMINISTRATORS | Other Service Provider | $1,672,719 | — | $1,672,719 |
| WITHUMSMITH+BROWN, PC | Auditor | $352,792 | — | $352,792 |
| SIMPLE THERAPY, INC. | Other Service Provider | $138,899 | — | $138,899 |
| TEAMSTERS ASSISTANCE PROGRAM | Other Service Provider | $122,558 | — | $122,558 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $89,490 | — | $89,490 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $77,512 | — | $77,512 |
| MAMMINI COMPANY, INC. | Other Service Provider | $61,341 | — | $61,341 |
| PRESTIGE PRINTING | Other Service Provider | $34,484 | — | $34,484 |
| ELITE ADMINISTRATION & INSURANCE GR | Other Service Provider | $8,807 | — | $8,807 |
| COMMONWEALTH EQUITY SERVICES, LLC | Investment Advisor | $8,794 | — | $8,794 |
| DON GARCIA | Custodian / Trustee | $5,886 | — | $5,886 |
| EFREN ALARCON | Custodian / Trustee | $5,437 | — | $5,437 |
| BRUCE HEID | Custodian / Trustee | $5,158 | — | $5,158 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- NORTHWEST PLAN SERVICES — Recordkeeper
- COMMONWEALTH EQUITY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,583,877
- Estimated Expense Ratio: 6.360% 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 | $2,618,589 | $70,135 | $1,633,933 | $35,360 | — |
| 2023 | $2,542,103 | $58,878 | $1,644,788 | $32,700 | — |
| 2022 | $2,468,499 | $54,837 | $1,610,503 | — | $441,981 |