# Board Of Trustees Teamsters Local 830 Sc Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-830-sc-scholarship-fund-232003122-501

> Board Of Trustees Teamsters Local 830 Sc Scholarship Fund's Health & Welfare plan: 2,129 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Teamsters Local 830 Sc Scholarship Fund

- **Sponsor EIN:** 232003122

- **Sponsor Address:** 12298 TOWNSEND ROAD, PHILADELPHIA, PA, 19154

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,129

- **Total Assets:** $477,555

## 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|2,129|$477,555|$122,131|$0|

| 2023|2,126|$465,971|$120,272|$0|

| 2022|2,033|$458,540|$117,526|$0|

## 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|

| NOVAK FRANCELLA, LLC|Auditor|$8,164|—|$8,164|

| TEAMSTER LOCAL 830 PENSION|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,164

- **Estimated Expense Ratio:** 2.757% 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|$36,352|$30|—|$7,000|—|

| 2023|$34,762|$150|—|$6,878|—|

| 2022|$31,999|—|—|—|$6,950|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-teamsters-local-830-sc-scholarship-fund-232003122-501)

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