# Board Of Trustees, Teamsters Union Local No. 507 Cer Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-union-local-no-507-cer-fund-341788743-501

> Board Of Trustees, Teamsters Union Local No. 507 Cer Fund's Health & Welfare plan: 2,569 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Teamsters Union Local No. 507 Cer Fund

- **Sponsor EIN:** 341788743

- **Sponsor Address:** 5425 WARNER ROAD, VALLEY VIEW, OH, 44125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,569

- **Total Assets:** $252,012

## 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|2,569|$252,012|$628,389|$0|

| 2023|2,782|$286,358|$600,882|$0|

| 2022|2,541|$343,709|$597,721|$0|

## 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|

| JAMIE RODGERS|Other Service Provider|$38,169|—|$38,169|

| J SCHAEFER & COMPANY LLC|Auditor|$8,925|—|$8,925|

### Verified Provider Profiles

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

- [J SCHAEFER & COMPANY LLC](https://planprovider.pro/provider/j-schaefer-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,094

- **Estimated Expense Ratio:** 18.687% 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|$121,051|—|—|$8,925|—|

| 2023|$136,710|—|—|$11,900|—|

| 2022|$113,364|—|—|—|$15,431|

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