Plan Snapshot
- Plan Sponsor: Board Of Trustees, Utah-Idaho Teamsters Retirees'
- Sponsor EIN: 452137944
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 85027
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $106.5M
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 | 0 | $106.5M | $14.5M | $573,952 |
| 2023 | 0 | $88.8M | $14.6M | $574,068 |
| 2022 | 0 | $74.1M | $15.3M | $532,072 |
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 |
|---|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO | Other Service Provider | $238,489 | — | $238,489 |
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $225,533 | — | $225,533 |
| J.P. MORGAN INVESTMENT MANAGEMENT I | Recordkeeper | $79,770 | — | $79,770 |
| THE SEGAL COMPANY | Recordkeeper | $42,920 | — | $42,920 |
| MILLER KAPLAN ARASE LLP | Auditor | $32,077 | — | $32,077 |
| ROY AND ASSOCIATES | Other Service Provider | $29,201 | — | $29,201 |
| PGIM, INC | Recordkeeper | $25,576 | — | $25,576 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $20,326 | — | $20,326 |
| US BANK | Recordkeeper | $20,133 | — | $20,133 |
| ALAN D BILLER ASSOCIATES INC | ERISA Attorney | $16,819 | — | $16,819 |
| OPTUMRX | Other Service Provider | $16,715 | — | $16,715 |
| KELLEY LAW GROUP | Other Service Provider | $16,653 | — | $16,653 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT I — Recordkeeper
- THE SEGAL COMPANY — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- PGIM, INC — Recordkeeper
- US BANK — Recordkeeper
- ALAN D BILLER ASSOCIATES INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $764,212
- Estimated Expense Ratio: 0.718% 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 | $831,108 | $129,808 | $225,533 | $25,900 | — |
| 2023 | $706,165 | $61,714 | $208,124 | $24,000 | — |
| 2022 | $715,909 | $140,941 | $184,386 | — | $102,607 |