Plan Snapshot
- Plan Sponsor: Board Of Trustees - Teamsters'
- Sponsor EIN: 256035969
- Sponsor Address: 3025 WASHINGTON ROAD, MCMURRAY, PA, 153173246
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 557
- Total Assets: $57.9M
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 | 557 | $57.9M | $9.8M | $53,315 |
| 2023 | 631 | $55.8M | $9.8M | $37,129 |
| 2022 | 706 | $54.0M | $11.2M | $74,086 |
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 |
|---|---|---|---|---|
| BENEFIT FUND SERVICE COMPANY | Other Service Provider | $218,837 | — | $218,837 |
| PNC INVESTMENT ADVISORS | Other Service Provider | $75,912 | — | $75,912 |
| THE HORTON GROUP, INC. | Other Service Provider | $31,250 | — | $31,250 |
| MEYER UNKOVIC & SCOTT LLP | ERISA Attorney | $28,735 | — | $28,735 |
| GROSSMAN YANAK & FORD LLP | Auditor | $28,088 | — | $28,088 |
| THE SEGAL GROUP, INC | Other Service Provider | $27,667 | — | $27,667 |
| PNC BANK, N.A. | Other Service Provider | $17,747 | — | $17,747 |
| MCELHANEY & ASSOCIATES LLC | Other Service Provider | $8,949 | — | $8,949 |
| FREEDOM RESOURCES | Other Service Provider | $8,570 | — | $8,570 |
| LINK COMPUTER CORPORATION | Other Service Provider | $7,585 | — | $7,585 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYER UNKOVIC & SCOTT LLP — ERISA Attorney
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $453,340
- Estimated Expense Ratio: 0.783% 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 | $496,303 | $93,659 | $216,242 | $21,438 | — |
| 2023 | $432,961 | $89,755 | $206,078 | $20,705 | — |
| 2022 | $530,953 | $87,745 | — | — | $122,035 |