# Board Of Trustees Of The Indiana Teamsters Health Benefits Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-indiana-teamsters-health-benefits-fund-351074113-501

> Board Of Trustees Of The Indiana Teamsters Health Benefits Fund's 401(k) plan: 3,415 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Indiana Teamsters Health Benefits Fund

- **Sponsor EIN:** 351074113

- **Sponsor Address:** 6007 S. HARDING STREET, INDIANAPOLIS, IN, 46217

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,415

- **Total Assets:** $131.4M

## 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|3,415|$131.4M|$69.9M|$50,304|

| 2023|3,237|$112.1M|$66.0M|$39,826|

| 2022|3,165|$90.4M|$62.5M|$83,622|

## 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|

| EVERSIDE HEALTH, LLC|Other Service Provider|$11,556,794|—|$11,556,794|

| ANTHEM INSURANCE COMPANIES|Other Service Provider|$2,058,267|—|$2,058,267|

| TEAMSTERS LOCAL 135|Recordkeeper|$855,209|—|$855,209|

| CONIFER VALUE-BASED CARE, LLC|Other Service Provider|$641,517|—|$641,517|

| PARAMOUNT HEALTH|Other Service Provider|$123,700|—|$123,700|

| DELTA DENTAL PLAN OF INDIANA, INC.|Recordkeeper|$120,473|—|$120,473|

| LEDBETTER PARTNERS, LLC|ERISA Attorney|$70,585|—|$70,585|

| ALATEK, LLC|Other Service Provider|$64,230|—|$64,230|

| PILE CPAS|Auditor|$49,000|—|$49,000|

| THOMPSON GROUP|Insurance Carrier|$33,426|—|$33,426|

| AMERICAN BENEFITS|Other Service Provider|$32,712|—|$32,712|

| UNITED ACTUARIAL SERVICES|Actuary|$17,449|—|$17,449|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,623,362

- **Estimated Expense Ratio:** 11.890% 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|$4,952,119|$411,230|$2,178,740|$50,030|—|

| 2023|$4,000,711|—|$1,992,559|$50,790|—|

| 2022|$8,041,965|$109,193|$763,968|—|—|

## Similar Plans

- [Trustees Of Teamsters Union No. 142 Pension Fund](https://planprovider.pro/companies/trustees-of-teamsters-union-no-142-pension-fund-516051034-001) — 2,035 participants

- [Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund](https://planprovider.pro/companies/trustees-of-teamsters-union-no-142-health-and-welfare-trust-fund-350918199-501) — 1,008 participants

- [Protrans International, LLC](https://planprovider.pro/companies/protrans-international-inc-401k-plan) — 685 participants

- [Central Trucking INC.](https://planprovider.pro/companies/central-trucking-inc-401k-plan) — 621 participants

- [Bulkmatic Transport Company](https://planprovider.pro/companies/bulkmatic-transport-company-401k-plan) — 606 participants

- [Online Transport, INC.](https://planprovider.pro/companies/online-transport-inc-401k-plan) — 600 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-indiana-teamsters-health-benefits-fund-351074113-501)

© 2026 PlanProvider.Pro