# Brd Of Trustees-Teamsters Local 671 Health Services Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-trustees-teamsters-local-671-health-services-060691728-501

> Brd Of Trustees-Teamsters Local 671 Health Services's Health & Welfare plan: 1,433 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Trustees-Teamsters Local 671 Health Services

- **Sponsor EIN:** 060691728

- **Sponsor Address:** 18 BRITTON DRIVE, BLOOMFIELD, CT, 060023617

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,433

- **Total Assets:** $84.5M

## 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|1,433|$84.5M|$33.7M|$158,508|

| 2023|1,320|$80.1M|$32.2M|$128,110|

| 2022|1,307|$72.3M|$31.5M|$163,470|

## 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|

| ANTHEM HEALTH|Other Service Provider|$521,838|—|$521,838|

| LABOR FIRST LLC|Other Service Provider|$255,437|$95,233|$350,670|

| EMPLOYEE B|Recordkeeper|$199,164|—|$199,164|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$153,915|—|$153,915|

| EMPLOYEE E|Recordkeeper|$135,709|—|$135,709|

| EMPLOYEE D|Recordkeeper|$130,847|—|$130,847|

| EMPLOYEE F|Recordkeeper|$116,162|—|$116,162|

| EMPLOYEE G|Recordkeeper|$112,538|—|$112,538|

| MORGAN STANLEY|Other Service Provider|$67,190|—|$67,190|

| GUARDIAN|Recordkeeper|$66,339|—|$66,339|

| O'SULLIVAN ASSOCIATES INC|Other Service Provider|$53,500|—|$53,500|

| MED-CARE MANAGEMENT, INC.|Other Service Provider|$52,423|—|$52,423|

| MASSUCCI & ASSOCIATES LLC|Other Service Provider|$50,325|—|$50,325|

| COOKE & BIELER, INC.|Other Service Provider|$41,649|—|$41,649|

| OPTUM|Other Service Provider|$41,299|—|$41,299|

| ROBERT M CHEVERIE & ASSOCIATES|Other Service Provider|$39,600|—|$39,600|

| NOVAK FRANCELLA, LLC|Auditor|$32,000|—|$32,000|

| ALLEGIANT RX|Other Service Provider|—|$24,066|$24,066|

| DESCENT IT|Other Service Provider|$20,897|—|$20,897|

| ATALANTA SOSNOFF CAPITAL, LLC|Other Service Provider|$17,780|—|$17,780|

| VISION SERVICE PLAN|Other Service Provider|$17,155|—|$17,155|

| BOYD WATTERSON ASSET MANAGMENT|Other Service Provider|$15,620|—|$15,620|

| WEBSTER BANK, N.A.|Other Service Provider|$12,825|—|$12,825|

### Verified Provider Profiles

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

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,273,511

- **Estimated Expense Ratio:** 2.691% 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|$2,131,334|$142,240|$699,054|$30,000|—|

| 2023|$2,058,567|$129,028|$661,703|$30,000|—|

| 2022|$2,069,341|$157,494|$664,610|—|$331,289|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-trustees-teamsters-local-671-health-services-060691728-501)

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