Plan Snapshot
- Plan Sponsor: Chauffeurs, Teamsters, And Helpers Local Union No. 215
- Sponsor EIN: 352006809
- Sponsor Address: PO BOX 1040, 825 WALNUT STREET, EVANSVILLE, IN, 477061040
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,856
- Total Assets: $263,507
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 | 1,856 | $263,507 | $249,765 | $0 |
| 2023 | 1,926 | $232,724 | $229,448 | $0 |
| 2022 | 1,792 | $252,736 | $255,651 | $0 |
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 |
|---|---|---|---|---|
| WEINZAPFEL & CO., LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,434 | — | — | — | — |
| 2023 | $4,780 | — | — | $4,000 | — |
| 2022 | $6,703 | — | — | — | $3,900 |