# Board Of Trustees Of Teamsters Managed Health Care Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-managed-health-care-trust-fund-943138272-501

> Board Of Trustees Of Teamsters Managed Health Care Trust Fund's 401(k) plan: 5,756 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 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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — Recordkeeper

- [COMMONWEALTH EQUITY SERVICES, LLC](https://planprovider.pro/provider/commonwealth-financial-network) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-teamsters-managed-health-care-trust-fund-943138272-501)

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