# Board Of Trustees, Utah-Idaho Teamsters Security Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-utah-idaho-teamsters-security-fund-876122720-501

> Board Of Trustees, Utah-Idaho Teamsters Security Fund's 401(k) plan: 3,033 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, Utah-Idaho Teamsters Security Fund

- **Sponsor EIN:** 876122720

- **Sponsor Address:** 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 85027

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,033

- **Total Assets:** $78.8M

## 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|3,033|$78.8M|$63.6M|$63,648|

| 2023|2,951|$73.4M|$60.9M|$52,333|

| 2022|3,014|$68.8M|$59.3M|$39,654|

## 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|$1,088,577|—|$1,088,577|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$1,081,171|—|$1,081,171|

| THE SEGAL COMPANY|Recordkeeper|$198,012|—|$198,012|

| OPTUMRX|Other Service Provider|$103,636|—|$103,636|

| US BANK|Recordkeeper|$94,804|—|$94,804|

| KELLEY LAW GROUP|Other Service Provider|$77,506|—|$77,506|

| ALAN D BILLER ASSOCIATES, INC.|ERISA Attorney|$61,545|—|$61,545|

| MILLER KAPLAN ARASE LLP|Auditor|$57,911|—|$57,911|

| VISION SERVICE CARE|Other Service Provider|$47,223|—|$47,223|

| J.P. MORGAN INVESTMENT MANAGEMENT I|Recordkeeper|$37,426|—|$37,426|

| PGIM, INC|Recordkeeper|$19,086|—|$19,086|

| PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$9,968|—|$9,968|

| MEDICAL REVIEW INSTITUTE OF AMERICA|Other Service Provider|$8,404|—|$8,404|

### Verified Provider Profiles

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

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

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

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

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

- [J.P. MORGAN INVESTMENT MANAGEMENT I](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,885,269

- **Estimated Expense Ratio:** 3.660% 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|$3,166,629|$118,715|$1,081,171|$29,200|—|

| 2023|$2,949,421|$103,292|$1,026,618|$27,200|—|

| 2022|$2,982,493|$145,731|$992,801|—|$369,276|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-utah-idaho-teamsters-security-fund-876122720-501)

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