Plan Snapshot
- Plan Sponsor: Board Of Trustees-Teamsters Local 631 Security Plan For So Nv
- Sponsor EIN: 880231734
- Sponsor Address: 8311 W. SUNSET ROAD, LAS VEGAS, NV, 89113
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,025
- Total Assets: $284.4M
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 | 4,025 | $284.4M | $93.8M | $1.0M |
| 2023 | 3,910 | $256.0M | $89.7M | $1.1M |
| 2022 | 3,598 | $244.2M | $82.5M | $1.2M |
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 |
|---|---|---|---|---|
| OPTUMRX, INC | Other Service Provider | $24,536,713 | $56,057 | $24,592,770 |
| MARATHON HEALTH, LLC | Other Service Provider | $5,207,924 | — | $5,207,924 |
| SAV-RX PRESCRIPTION SERVICES | Other Service Provider | $1,647,258 | — | $1,647,258 |
| ROCKY MTN HOSPITAL & MEDICAL SERVIC | Other Service Provider | $1,344,068 | — | $1,344,068 |
| BENESYS ADMINISTRATORS | Other Service Provider | $1,273,620 | — | $1,273,620 |
| NEVADA HEALTH SOLUTIONS, LLC | Other Service Provider | $831,171 | — | $831,171 |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | ERISA Attorney | $433,353 | — | $433,353 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $298,799 | — | $298,799 |
| CHEIRON, INC | Other Service Provider | $243,581 | — | $243,581 |
| BERRY & CO., CPA'S LTD | Other Service Provider | $243,276 | — | $243,276 |
| SMART SOURCE | Other Service Provider | $221,026 | — | $221,026 |
| NAT'L INVSTMNT SVCS OF AMERICA LLC | Other Service Provider | $131,484 | — | $131,484 |
| BLEIWEISS COMMUNICATIONS, INC | Other Service Provider | $124,371 | — | $124,371 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $110,000 | — | $110,000 |
| HEALTHLINX, LLC | Other Service Provider | $82,000 | — | $82,000 |
| HEALTH SERVICES COALITION, INC | Other Service Provider | $75,677 | — | $75,677 |
| PRINCIPAL BANK | Other Service Provider | $57,921 | — | $57,921 |
| HUMAN BEHAVIOR INSTITUTE CLINICAL S | Recordkeeper | $52,455 | — | $52,455 |
| F/M INVESTMENTS, LLC | Other Service Provider | $50,598 | — | $50,598 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $50,126 | — | $50,126 |
| MDX MEDICAL, LLC | Other Service Provider | $40,000 | — | $40,000 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $16,229 | $16,229 |
| GOWLING WLG LLP | Other Service Provider | $13,039 | — | $13,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWNSTEIN HYATT FARBER SCHRECK LLP — ERISA Attorney
- HUMAN BEHAVIOR INSTITUTE CLINICAL S — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,140,746
- Estimated Expense Ratio: 13.059% 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 | $3,584,710 | $684,334 | $1,273,620 | $77,200 | — |
| 2023 | $2,836,934 | $401,033 | $1,234,884 | $52,500 | — |
| 2022 | $2,492,900 | $192,683 | $1,193,173 | — | $612,010 |