# Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/employer-teamsters-local-nos-175-505-health-welfare-fund-550422384-501

> Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund's Health & Welfare plan: 979 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employer-Teamsters Local Nos 175 & 505 Health & Welfare Fund

- **Sponsor EIN:** 550422384

- **Sponsor Address:** 267 STAUNTON AVE, SOUTH CHARLESTON, WV, 25303

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 979

- **Total Assets:** $38.5M

## 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|979|$38.5M|$26.2M|$13,649|

| 2023|1,036|$37.6M|$29.0M|$22,659|

| 2022|1,023|$28.8M|$25.7M|$41,068|

## 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|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$946,875|—|$946,875|

| ANTHEM HEALTH PLANS|Other Service Provider|$487,009|—|$487,009|

| MANNING AND NAPIER|Other Service Provider|$95,000|—|$95,000|

| BOSTON MUTUAL LIFE INS COMPANY|Other Service Provider|$78,321|—|$78,321|

| AMERICAN HEALTH HOLDINGS|Other Service Provider|$59,484|—|$59,484|

| HARRIS, HARDIN & COMPANY, A.C.|Auditor|$47,844|—|$47,844|

| CICCARELLO, DEL GIEDUCE & LAFON|Other Service Provider|$26,123|—|$26,123|

| CS MCKEE|Other Service Provider|$21,581|—|$21,581|

| PHYSICIANS SERVICES - 4MOST|Other Service Provider|$11,833|—|$11,833|

| ANDCO CONSULTING|Other Service Provider|$10,000|—|$10,000|

| UNITED NATIONAL BANK|Other Service Provider|$8,594|—|$8,594|

| MEDICAL REVIEW INSTITUTE|Other Service Provider|$6,628|—|$6,628|

### Verified Provider Profiles

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

- [HARRIS, HARDIN & COMPANY, A.C.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,799,292

- **Estimated Expense Ratio:** 4.676% 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|$2,269,046|$135,175|$946,875|—|—|

| 2023|$1,369,543|—|$632,013|—|—|

| 2022|$1,777,802|$114,908|$851,779|—|$99,998|

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