Plan Snapshot
- Plan Sponsor: Central Pennsylvania Teamsters Health And Welfare Fund
- Sponsor EIN: 236263170
- Sponsor Address: 1055 SPRING STREET, WYOMISSING, PA, 19610
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,958
- Total Assets: $193.5M
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 | 4,958 | $193.5M | $120.2M | $3.2M |
| 2023 | 5,329 | $188.4M | $126.5M | $4.0M |
| 2022 | 5,416 | $181.4M | $125.7M | $4.4M |
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 |
|---|---|---|---|---|
| GLOBAL PHARMACEUTICAL BENEFITS LLC | Other Service Provider | $3,422,181 | — | $3,422,181 |
| MERITAIN HEALTH INC. | Other Service Provider | $1,663,439 | — | $1,663,439 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $570,985 | — | $570,985 |
| HIGHMARK, INC. | Other Service Provider | $483,616 | — | $483,616 |
| ALLIANCE COMMUNITY HEALTHCARE INC. | Other Service Provider | $374,103 | — | $374,103 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $340,142 | — | $340,142 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $257,164 | — | $257,164 |
| BICC SYSTEMS, INC. | Other Service Provider | $230,270 | — | $230,270 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $212,528 | — | $212,528 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Other Service Provider | $198,772 | — | $198,772 |
| CHERIE FREEMAN | Other Service Provider | $182,376 | — | $182,376 |
| JOSEPH SAMOLEWICZ | Other Service Provider | $175,928 | — | $175,928 |
| MORGAN, LEWIS & BOCKIUS, LLP | ERISA Attorney | $159,430 | — | $159,430 |
| DAPHNE ROSSI | Other Service Provider | $154,961 | — | $154,961 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $151,955 | — | $151,955 |
| JENNA SMITH | Other Service Provider | $148,760 | — | $148,760 |
| TRICIA MOODY | Other Service Provider | $147,896 | — | $147,896 |
| CHRISTINA RIVERA | Other Service Provider | $145,539 | — | $145,539 |
| KASEY MOYER | Other Service Provider | $140,309 | — | $140,309 |
| CHARLOTTE HOUSER | Other Service Provider | $138,944 | — | $138,944 |
| KRISTINE BROWN | Other Service Provider | $138,780 | — | $138,780 |
| AMBER CARNES | Other Service Provider | $137,704 | — | $137,704 |
| STACIE WEBER | Other Service Provider | $137,641 | — | $137,641 |
| KELLY LEONE | Other Service Provider | $137,334 | — | $137,334 |
| MONICA HASSLER | Other Service Provider | $136,466 | — | $136,466 |
| MARTIN CULLEN | Other Service Provider | $132,519 | — | $132,519 |
| MARCIA MOYER | Other Service Provider | $132,499 | — | $132,499 |
| APRIL MAISONET | Other Service Provider | $132,413 | — | $132,413 |
| DOROTHY FAIR | Other Service Provider | $130,206 | — | $130,206 |
| JAMES STRICKER | Other Service Provider | $125,964 | — | $125,964 |
| FOSTER & FOSTER/BEYER-BARBER CO. | Other Service Provider | $121,568 | — | $121,568 |
| RUSTY KEMP | Other Service Provider | $101,894 | — | $101,894 |
| SEGALL, BRYANT & HAMILL | Other Service Provider | $94,769 | — | $94,769 |
| MICHELLE BICKHAM | Other Service Provider | $93,777 | — | $93,777 |
| CHERYL BURKE | Other Service Provider | $93,340 | — | $93,340 |
| ROBERT GENSLINGER | Other Service Provider | $91,644 | — | $91,644 |
| KYLE WELLER | Other Service Provider | $87,813 | — | $87,813 |
| LV PRINT CENTER | Other Service Provider | $87,468 | — | $87,468 |
| JUDITH STRICKER | Other Service Provider | $87,046 | — | $87,046 |
| INTERCONTINENTAL R/E CORPORATION | Other Service Provider | — | $83,696 | $83,696 |
| PETER SHIFFER | Other Service Provider | $82,227 | — | $82,227 |
| LORI KEMMERER | Other Service Provider | $80,260 | — | $80,260 |
| CAILIN ADAMS | Other Service Provider | $77,178 | — | $77,178 |
| DEBRA PFENNIG | Other Service Provider | $76,473 | — | $76,473 |
| LISA MARDERNESS | Other Service Provider | $76,237 | — | $76,237 |
| BELINDA STOUDT | Other Service Provider | $75,891 | — | $75,891 |
| DAMIEN WILD | Other Service Provider | $75,645 | — | $75,645 |
| ALLYN SEIDELL | Other Service Provider | $74,960 | — | $74,960 |
| RICHARD PASTUSZEK | Other Service Provider | $73,659 | — | $73,659 |
| JILL SCHMALE | Other Service Provider | $71,443 | — | $71,443 |
| WEIDENHAMMER SYSTEMS CORP | Other Service Provider | $70,607 | — | $70,607 |
| NOVAK FRANCELLA LLC | Auditor | $70,115 | — | $70,115 |
| WOTRING LAW LLC | Other Service Provider | $66,377 | — | $66,377 |
| KELLY SNYDER | Other Service Provider | $65,734 | — | $65,734 |
| LISA MIECZKOWSKI | Other Service Provider | $63,992 | — | $63,992 |
| CHEMERE PEARSON | Other Service Provider | $61,132 | — | $61,132 |
| AMANDA PATTON | Other Service Provider | $60,165 | — | $60,165 |
| ESSEX TECHNOLOGY GROUP INC. | Other Service Provider | $54,494 | — | $54,494 |
| DAVIS VISION INC | Other Service Provider | $37,344 | — | $37,344 |
| TELADOC HEALTH MEDICAL GROUP, PA | Other Service Provider | $35,003 | — | $35,003 |
| GREAT LAKES ADVISORS | Other Service Provider | $34,923 | — | $34,923 |
| STRATIX SYSTEMS INC. | Other Service Provider | $24,358 | — | $24,358 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $21,500 | — | $21,500 |
| DELAWARE VALLEY HEALTH CARE COAL. | Other Service Provider | — | $20,460 | $20,460 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $18,363 | — | $18,363 |
| KENNETH A. ROSS | Custodian / Trustee | $17,625 | — | $17,625 |
| KEVIN M. BOLIG | Custodian / Trustee | $15,704 | — | $15,704 |
| CHANGE HEALTHCARE | Other Service Provider | $14,171 | — | $14,171 |
| PACKET WATCH (WGM ASSOC. LLC DBA) | Other Service Provider | $11,057 | — | $11,057 |
| EDWARDS BUSINESS SYSTEMS | Other Service Provider | $10,771 | — | $10,771 |
| FABRICANT & FABRICANT INC | Other Service Provider | — | $10,389 | $10,389 |
| JIM'S DELIVERY SERVICE | Other Service Provider | $9,471 | — | $9,471 |
| NAVITUS HEALTH SOLUTIONS, LLC | Other Service Provider | $9,311 | — | $9,311 |
| JOHNSON CONTROLS SECURITY SYSTEMS | Other Service Provider | $7,264 | — | $7,264 |
| PRIVATA GLOBAL, LLC | Other Service Provider | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- MORGAN, LEWIS & BOCKIUS, LLP — ERISA Attorney
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,165,142
- Estimated Expense Ratio: 6.802% 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 | $11,267,686 | $361,027 | $3,716,689 | $70,115 | — |
| 2023 | $9,435,078 | $341,452 | $1,548,897 | $69,961 | — |
| 2022 | $8,135,241 | $320,289 | — | — | $1,146,870 |