# Central Pennsylvania Teamsters Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/central-pennsylvania-teamsters-health-and-welfare-fund-236263170-501

> Central Pennsylvania Teamsters Health And Welfare Fund's Health & Welfare plan: 4,958 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central Pennsylvania Teamsters Health And Welfare Fund

- **Sponsor EIN:** 236263170

- **Sponsor Address:** 1055 SPRING STREET, WYOMISSING, PA, 19610

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

- [MORGAN, LEWIS & BOCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [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:** $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|

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