# Board Of Trustees - Teamsters' Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-256035969-501

> Board Of Trustees - Teamsters''s Health & Welfare plan: 557 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [GROSSMAN YANAK & FORD LLP](https://planprovider.pro/provider/grossman-yanak-and-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|

## Similar Plans

- [Board Of Trustees Iron Workers Of Western PA Profit Sharing Plan](https://planprovider.pro/companies/board-of-trustees-iron-workers-of-western-pa-profit-sharing-plan-plan) — 2,003 participants

- [Board Of Trustees Iron Workers Welfare Plan Of Western PA](https://planprovider.pro/companies/board-of-trustees-iron-workers-welfare-plan-of-western-pa-256181473-501) — 1,230 participants

- [Board Of Trustees Iron Workers Pension Plan Of Western PA](https://planprovider.pro/companies/board-of-trustees-iron-workers-pension-plan-of-western-pa-plan) — 1,004 participants

- [S&B Usa Construction](https://planprovider.pro/companies/s-b-usa-construction-401k-plan) — 706 participants

- [Brayman Construction Corporation](https://planprovider.pro/companies/brayman-construction-corporation-401k-plan) — 634 participants

- [Wagman, INC.](https://planprovider.pro/companies/wagman-inc-401k-plan) — 576 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-teamsters-256035969-501)

© 2026 PlanProvider.Pro