# Board Of Trustees Teamsters Local No 469 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-no-469-welfare-fund-221552880-501

> Board Of Trustees Teamsters Local No 469 Welfare Fund's Health & Welfare plan: 632 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Teamsters Local No 469 Welfare Fund

- **Sponsor EIN:** 221552880

- **Sponsor Address:** 3400 ROUTE 35, SUITE 8, HAZLET, NJ, 07730

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 632

- **Total Assets:** $19.9M

## 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|632|$19.9M|$13.1M|$121,308|

| 2023|656|$19.1M|$13.7M|$123,129|

| 2022|668|$16.4M|$13.2M|$110,921|

## 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|

| HORIZON HEALTHCARE SERVICES|Other Service Provider|$176,601|—|$176,601|

| INNOVATIVE SOFTWARE SOLUTIONS, INC.|Other Service Provider|$98,679|—|$98,679|

| FABIAN & BYRN LLC|Other Service Provider|$59,124|—|$59,124|

| MSPC|Auditor|$57,166|—|$57,166|

| ACRISURE|Other Service Provider|$55,500|—|$55,500|

| CATHERINE SOMA|Other Service Provider|$55,342|—|$55,342|

| CHARTWELL INVESTMENT PARTNERS, LP|Other Service Provider|$44,555|—|$44,555|

| KROLL HEINEMAN PTASIEWICZ & PARSONS|Other Service Provider|$31,542|—|$31,542|

| DELTA DENTAL OF NJ, INC.|Other Service Provider|$26,022|—|$26,022|

| O'SULLIVAN ASSOCIATES, INC|Other Service Provider|$21,000|—|$21,000|

| IRON MOUNTAIN|Other Service Provider|$14,986|—|$14,986|

| OPTUMRX, INC.|Other Service Provider|$13,708|—|$13,708|

| TOBIA & LOVELACE|Other Service Provider|$11,222|—|$11,222|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $675,447

- **Estimated Expense Ratio:** 3.393% 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|$841,998|$54,555|$59,124|$30,000|—|

| 2023|$737,044|$49,618|$37,106|$37,179|—|

| 2022|$935,430|$45,356|$198,082|—|$93,913|

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