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: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $4.1M
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 | 0 | $4.1M | $2.1M | $36,275 |
| 2023 | 0 | $3.7M | $2.2M | $37,600 |
| 2022 | 0 | $2.9M | $1.8M | $34,025 |
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 | $124,100 | — | $124,100 |
| ANTHEM HEALTHCARE | Other Service Provider | $62,240 | — | $62,240 |
| TEAMSTERS LOCAL 135 | Recordkeeper | $24,545 | — | $24,545 |
| CONIFER VALUE-BASED CARE, LLC | Other Service Provider | $18,412 | — | $18,412 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,297
- Estimated Expense Ratio: 5.532% 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 | $138,958 | $11,803 | $62,240 | $1,462 | — |
| 2023 | $133,755 | — | $69,064 | $1,760 | — |
| 2022 | $297,960 | — | $28,694 | — | $4,561 |