# Board Of Trustees, Utah-Idaho Teamsters Retirees' Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-utah-idaho-teamsters-retirees-452137944-501

> Board Of Trustees, Utah-Idaho Teamsters Retirees''s Health & Welfare plan: 0 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, 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [PGIM, INC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALAN D BILLER ASSOCIATES INC](https://planprovider.pro/provider/trucker-huss-apc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-utah-idaho-teamsters-retirees-452137944-501)

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