# Board Of Trustees Teamsters Local 682 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-682-health-and-welfare-fund-436033487-501

> Board Of Trustees Teamsters Local 682 Health And Welfare Fund's Health & Welfare plan: 791 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Teamsters Local 682 Health And Welfare Fund

- **Sponsor EIN:** 436033487

- **Sponsor Address:** 13801 RIVERPORT DRIVE, SUITE 501, MARYLAND HEIGHTS, MO, 63043

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 791

- **Total Assets:** $13.6M

## 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|791|$13.6M|$12.0M|$185,104|

| 2023|856|$15.3M|$11.6M|$267,017|

| 2022|738|$15.9M|$10.8M|$226,983|

## 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|

| MERITAIN HEALTH|Other Service Provider|$496,671|—|$496,671|

| BENESYS, INC|Other Service Provider|$214,011|—|$214,011|

| ANDERS MINKLER HUBER|Auditor|$108,115|—|$108,115|

| BURR OAK CONSULTING|Other Service Provider|$69,367|—|$69,367|

| SPECTOR, WOLFE, MCLAUGHLIN & O'MARA|Other Service Provider|$36,966|—|$36,966|

| CARDINAL INVESTMENT ADVISORS|Other Service Provider|$25,000|—|$25,000|

| MILLIMAN|Recordkeeper|$13,500|—|$13,500|

| IMPAXRX|Other Service Provider|$11,091|—|$11,091|

| FRED KERN|Custodian / Trustee|$9,000|—|$9,000|

| JAMES KIMBRELL|Custodian / Trustee|$9,000|—|$9,000|

| JAY SCHULTEHENRICH|Custodian / Trustee|$9,000|—|$9,000|

| ROBERT KINTZ|Custodian / Trustee|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANDERS MINKLER HUBER](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,010,721

- **Estimated Expense Ratio:** 7.431% 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|$1,126,976|$31,152|$541,444|$177,482|—|

| 2023|$1,154,256|$15,095|$775,721|$84,148|—|

| 2022|$1,059,914|$15,396|$754,381|—|$149,473|

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