# Board Of Trustees United Teamster Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-teamster-fund-135549593-501

> Board Of Trustees United Teamster Fund's Health & Welfare plan: 2,465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees United Teamster Fund

- **Sponsor EIN:** 135549593

- **Sponsor Address:** 2137 UTICA AVENUE, BROOKLYN, NY, 11234

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,465

- **Total Assets:** $24.1M

## 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|2,465|$24.1M|$52.7M|$126,775|

| 2023|2,440|$17.0M|$46.3M|$100,787|

| 2022|2,404|$16.4M|$42.3M|$130,091|

## 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|

| MERITAIN HEALTH|Other Service Provider|$1,097,556|—|$1,097,556|

| DJ O'GRADY CONSULTANTS LIMITED|Other Service Provider|$291,636|—|$291,636|

| MICHAEL HAFT|Other Service Provider|$184,661|—|$184,661|

| BELKIS HENRIQUEZ|Other Service Provider|$165,888|—|$165,888|

| BIBI AMENA AHMAD|Other Service Provider|$163,057|—|$163,057|

| DHANRAJEE KHAN|Other Service Provider|$138,596|—|$138,596|

| AGNES D. PATRICK|Other Service Provider|$137,586|—|$137,586|

| ALBERT FERNANDEZ|Other Service Provider|$130,280|—|$130,280|

| NILSA SANTIAGO-WILFOR|Other Service Provider|$128,780|—|$128,780|

| D. LAFOND CONSULTING|Other Service Provider|$125,255|—|$125,255|

| SANDRA ANTONUCCI|Other Service Provider|$121,722|—|$121,722|

| HILTON HOPE|Other Service Provider|$119,764|—|$119,764|

| FRANCES SAEZ|Other Service Provider|$111,392|—|$111,392|

| MARIA HENRIQUEZ|Other Service Provider|$110,425|—|$110,425|

| MICDALIA HARTKOPF|Other Service Provider|$105,941|—|$105,941|

| ELIZABETH MARTINEZ|Other Service Provider|$103,892|—|$103,892|

| DENISE ANA HABIB|Other Service Provider|$100,882|—|$100,882|

| RAQUEL L. ZAS|Other Service Provider|$99,478|—|$99,478|

| ANDREA OCONNOR|Other Service Provider|$99,393|—|$99,393|

| MARYANN CURRIE|Other Service Provider|$96,566|—|$96,566|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$95,479|—|$95,479|

| BARRY REICH|Other Service Provider|$93,854|—|$93,854|

| UNITED HEALTHCARE INSURANCE CO.|Other Service Provider|$80,152|—|$80,152|

| CARY KANE, PLLC|ERISA Attorney|$73,479|—|$73,479|

| O'SULLIVAN AND ASSOCIATES|Other Service Provider|$59,347|—|$59,347|

| OPTUMRX, INC|Other Service Provider|$28,226|$18,451|$46,677|

| CHARLIE ESPOSITO|Other Service Provider|$45,545|—|$45,545|

| CALIBRE CPA GROUP, PLLC|Auditor|$42,399|—|$42,399|

| PURE LOGIC|Other Service Provider|$40,832|—|$40,832|

| MILLER & MELLOMENT, CPAS|Other Service Provider|$40,550|—|$40,550|

| MADON MALIN, PC|Other Service Provider|$38,060|—|$38,060|

| DEALY, SILBERSTEIN & BRAVERMAN LLP|Other Service Provider|$36,940|—|$36,940|

| ALLIANT INSURANCE SERVICE, INC.|Other Service Provider|—|$11,732|$11,732|

| AUTOMATIC DATA PROCESSING, INC|Other Service Provider|$9,975|—|$9,975|

| CPS OPTICAL|Other Service Provider|$6,772|—|$6,772|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,354,543

- **Estimated Expense Ratio:** 18.074% 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|$3,793,902|—|—|$42,399|—|

| 2023|$3,867,089|—|—|$39,450|—|

| 2022|$3,678,692|—|—|—|$346,214|

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