Plan Snapshot
- Plan Sponsor: Board Of Trustees, Teamsters Sanitation Industry
- Sponsor EIN: 466785860
- Sponsor Address: 200 S LOS ROBLES AVE STE 320, PASADENA, CA, 91101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 610
- Total Assets: $784,262
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 | 610 | $784,262 | $11.6M | $0 |
| 2023 | 605 | $1.5M | $12.9M | $29,864 |
| 2022 | 2,543 | $584,029 | $47.7M | $98,620 |
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 |
|---|---|---|---|---|
| PACIFIC FEDERAL LLC | Other Service Provider | $252,345 | — | $252,345 |
| MILLIMAN | Recordkeeper | $50,000 | — | $50,000 |
| BLEIWEISS COMMUNICATIONS INC | Other Service Provider | $39,000 | — | $39,000 |
| MILLER KAPLAN ARASE LLP | Auditor | $17,200 | — | $17,200 |
| WOHLNER KAPLON CUTLER HALFORD | Other Service Provider | $8,820 | — | $8,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $367,365
- Estimated Expense Ratio: 46.842% 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 | $395,896 | — | $177,146 | $17,200 | — |
| 2023 | $432,896 | — | $198,623 | $16,300 | — |
| 2022 | $1,274,706 | — | $759,827 | — | $414,615 |