# Board Of Trustees Teamsters Multi-Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-multi-benefit-trust-936231741-501

> Board Of Trustees Teamsters Multi-Benefit Trust's Health & Welfare plan: 830 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Teamsters Multi-Benefit Trust

- **Sponsor EIN:** 936231741

- **Sponsor Address:** 1200 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA, 90017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 830

- **Total Assets:** $12.8M

## 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|830|$12.8M|$13.3M|$1,962|

| 2023|1,966|$14.4M|$24.4M|$15,101|

| 2022|1,763|$14.4M|$22.6M|$34,011|

## 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|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$383,255|—|$383,255|

| RAEL & LETSON|Other Service Provider|$79,100|—|$79,100|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$60,000|—|$60,000|

| WOHLNER KAPLON CUTLER HALFORD & ROS|Other Service Provider|$51,237|—|$51,237|

| SOUTHWEST MONEY MANAGEMENT|Other Service Provider|$31,644|—|$31,644|

| LANDMARK HEALTHPLAN|Other Service Provider|$12,575|—|$12,575|

### Verified Provider Profiles

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

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $617,811

- **Estimated Expense Ratio:** 4.839% 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|$673,678|$31,644|$382,142|$60,000|—|

| 2023|$697,702|$30,523|$403,506|$25,650|—|

| 2022|$591,429|$31,183|$389,615|—|$115,939|

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