# Board Of Trustees Of The Indiana Teamsters Health Benefits Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-indiana-teamsters-health-benefits-fund-351074113-502

> Board Of Trustees Of The Indiana Teamsters Health Benefits Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks…

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:** 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|

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