# Board Of Trustees Teamsters Miscellaneous Security Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-miscellaneous-security-fund-956060502-508

> Board Of Trustees Teamsters Miscellaneous Security Fund's 401(k) plan: 13,986 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [MILLIMAN, INC](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:** $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|

## Similar Plans

- [Board Of Trustees, Western Conference Of Teamsters](https://planprovider.pro/companies/board-of-trustees-western-conference-of-teamsters-953746907-001) — 9,474 participants

- [Board Of Trustees Of Teamsters Managed Health Care Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-managed-health-care-trust-fund-943138272-501) — 5,756 participants

- [Vvg Holdings, LLC](https://planprovider.pro/companies/vvg-holdings-llc-834589934-501) — 2,875 participants

- [Los Angeles Truck Centers, LLC](https://planprovider.pro/companies/los-angeles-truck-centers-llc-401k-plan) — 2,776 participants

- [Glovis America, INC.](https://planprovider.pro/companies/glovis-america-inc-061658107-502) — 1,458 participants

- [Glovis America, INC.](https://planprovider.pro/companies/glovis-america-inc-401k-plan) — 1,450 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-teamsters-miscellaneous-security-fund-956060502-508)

© 2026 PlanProvider.Pro