# Employer-Teamsters Local 205 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/employer-teamsters-local-205-welfare-fund-251417264-501

> Employer-Teamsters Local 205 Welfare Fund's Health & Welfare plan: 1,089 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employer-Teamsters Local 205 Welfare Fund

- **Sponsor EIN:** 251417264

- **Sponsor Address:** 1184 LONG RUN ROAD, WHITE OAK, PA, 15131

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,089

- **Total Assets:** $874,335

## 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|1,089|$874,335|$3.7M|$12,890|

| 2023|1,130|$1.5M|$3.8M|$34,798|

| 2022|1,301|$2.2M|$4.1M|$49,890|

## 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|

| HIGHMARK INC|Other Service Provider|$409,271|—|$409,271|

| SERVICE PERSONNEL & EMPLOYEES DAIRY|Other Service Provider|$207,815|—|$207,815|

| SYMETRA LIFE INSURANCE COMPANY|Other Service Provider|$65,353|—|$65,353|

| NOVAK FRANCELLA, LLC|Auditor|$26,000|—|$26,000|

| FRISSORA & ASSOCIATES|Other Service Provider|$24,000|—|$24,000|

| MEYER UNKOVIC & SCOTT LLP|ERISA Attorney|$18,971|—|$18,971|

| MARC C CASSELLA DMD|Other Service Provider|$16,900|—|$16,900|

### Verified Provider Profiles

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

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

- [MEYER UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $768,310

- **Estimated Expense Ratio:** 87.874% 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|$404,582|$1,662|—|$26,000|—|

| 2023|$391,147|$2,637|—|$26,000|—|

| 2022|$408,037|$4,333|—|—|$84,682|

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