Plan Snapshot
- Plan Sponsor: Board Of Trustees Teamsters Miscellaneous Security Fund
- Sponsor EIN: 956060502
- Sponsor Address: 225 S LAKE AVE STE 1200, PASADENA, CA, 91101
- Plan Type: 401(k)
- Plan Number: 508
- Total Participants: 13,986
- Total Assets: $329.7M
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 | 13,986 | $329.7M | $279.9M | $4.8M |
| 2023 | 13,979 | $296.2M | $259.4M | $4.8M |
| 2022 | 13,212 | $266.2M | $243.0M | $5.1M |
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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $7,915,998 | — | $7,915,998 |
| ANTHEM BLUE CROSS | Other Service Provider | $423,080 | — | $423,080 |
| LIBERTY DENTAL PLAN OF CALIFORNIA | Other Service Provider | $363,171 | — | $363,171 |
| SOUTHWEST MONEY MANAGEMENT, INC | Other Service Provider | $225,046 | — | $225,046 |
| VISION SERVICE PLAN | Other Service Provider | $159,095 | — | $159,095 |
| A.F. BUBENAS & COMPANY | Other Service Provider | $151,008 | — | $151,008 |
| UNION BANK | Other Service Provider | $70,494 | — | $70,494 |
| DAVID BRODY & CO. | Other Service Provider | $62,465 | — | $62,465 |
| WESTCOAST MAILERS | Other Service Provider | $59,568 | — | $59,568 |
| AJ LONGO | Other Service Provider | $52,819 | — | $52,819 |
| THE WAGNER LAW GROUP | ERISA Attorney | $41,930 | — | $41,930 |
| BEHAR PUBLIC RELATIONS | Other Service Provider | $39,431 | — | $39,431 |
| WOHLNER KAPLON CUTLER HALFORD | Other Service Provider | $32,809 | — | $32,809 |
| AMERICAN SPECIALTY HEALTH NETWORK | Other Service Provider | $24,170 | — | $24,170 |
| REICH, ADELL & CVITAN | Other Service Provider | $20,547 | — | $20,547 |
| AMERICAN HEALTH HOLDINGS, INC. | Other Service Provider | $20,245 | — | $20,245 |
| DIRECT CONNECTION | Other Service Provider | $14,628 | — | $14,628 |
| MILLIMAN, INC | Recordkeeper | $12,000 | — | $12,000 |
| BUSINESS & BANKING COURIERS | Other Service Provider | $6,699 | — | $6,699 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $5,489 | — | $5,489 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- MILLIMAN, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,700,692
- Estimated Expense Ratio: 2.942% 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 | $9,826,956 | $225,046 | $7,289,187 | — | — |
| 2023 | $9,501,163 | $210,302 | $6,930,133 | — | — |
| 2022 | $8,993,957 | $215,519 | $6,643,274 | — | $357,509 |