Plan Snapshot
- Plan Sponsor: Joint Bot Cleveland Bakers And Teamsters H & W Fund
- Sponsor EIN: 340753693
- Sponsor Address: 9665 ROCKSIDE ROAD, VALLEY VIEW, OH, 44125
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 4,090
- Total Assets: $123.1M
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 | 4,090 | $123.1M | $68.0M | $6.0M |
| 2023 | 4,145 | $111.5M | $71.8M | $6.8M |
| 2022 | 4,448 | $93.5M | $62.4M | $7.1M |
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 |
|---|---|---|---|---|
| BROADREACH MEDICAL RESOURCES | Other Service Provider | $7,115,606 | — | $7,115,606 |
| CIGNA | Other Service Provider | $1,799,887 | — | $1,799,887 |
| EVERSIDE HEALTH | Other Service Provider | $1,413,842 | — | $1,413,842 |
| PAYER MATRIX | Other Service Provider | $1,401,473 | — | $1,401,473 |
| HELLO HEART | Other Service Provider | $434,238 | — | $434,238 |
| THE JAMES B. OSWALD COMPANY | Other Service Provider | $289,819 | — | $289,819 |
| TRUHEARING | Other Service Provider | $239,761 | — | $239,761 |
| VIVEKA | Other Service Provider | $203,919 | — | $203,919 |
| HMC HEALTHWORKS INC. | Other Service Provider | $182,775 | — | $182,775 |
| SWORD | Other Service Provider | $174,358 | — | $174,358 |
| LIVONGO | Other Service Provider | $159,979 | — | $159,979 |
| DELTA DENTAL PLAN OF OHIO | Other Service Provider | $147,416 | — | $147,416 |
| FAULKNER, HOFFMAN & PHILLIPS | Other Service Provider | $145,392 | — | $145,392 |
| ABBY PECORARO | Other Service Provider | $126,579 | — | $126,579 |
| ANDREA SMITH | Other Service Provider | $107,262 | — | $107,262 |
| CURIO DIGITAL THERAPEUTICS | Other Service Provider | $101,500 | — | $101,500 |
| MICHAEL KREIS | Other Service Provider | $99,418 | — | $99,418 |
| LAMAR FLOYD | Other Service Provider | $93,443 | — | $93,443 |
| JERALYNN SCHNELL | Other Service Provider | $86,587 | — | $86,587 |
| RSM US LLP | Auditor | $82,928 | — | $82,928 |
| GALLAGHER FIDUCIARY ADVISORS | Other Service Provider | $73,458 | — | $73,458 |
| LINDA JOHNS | Other Service Provider | $69,379 | — | $69,379 |
| MORELANDCONNECT | Other Service Provider | $59,507 | — | $59,507 |
| ANGELA KANZIG | Other Service Provider | $52,339 | — | $52,339 |
| EMPOWERING PUNCH | Other Service Provider | $51,964 | — | $51,964 |
| SHERI SARICH | Other Service Provider | $50,064 | — | $50,064 |
| BRIAND MORRIS | Other Service Provider | $49,851 | — | $49,851 |
| KEITHA NUNN | Other Service Provider | $49,632 | — | $49,632 |
| QWESTCOM | Other Service Provider | $48,509 | — | $48,509 |
| CARL PECORARO | Other Service Provider | $46,975 | — | $46,975 |
| JANINE VEVE | Other Service Provider | $42,547 | — | $42,547 |
| TODD ASSOCIATES | Other Service Provider | $42,145 | — | $42,145 |
| LSV ASSET MANAGEMENT | Other Service Provider | $37,970 | — | $37,970 |
| GINA MORGAN-BASHINSKY | Other Service Provider | $33,557 | — | $33,557 |
| VSP | Other Service Provider | $28,463 | — | $28,463 |
| BLACKROCK INSTUTIONAL TRUST | Other Service Provider | $28,132 | — | $28,132 |
| BNY MELLON ASSET SERVICING | Other Service Provider | $20,474 | — | $20,474 |
| WESTERN ASSET | Other Service Provider | $15,665 | — | $15,665 |
| ACUITY | Other Service Provider | $13,477 | — | $13,477 |
| DELAWARE VALLEY HEALTH CARE | Other Service Provider | — | $12,095 | $12,095 |
| CINCINNATI INSURANCE | Other Service Provider | $7,844 | — | $7,844 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,240,229
- Estimated Expense Ratio: 12.385% 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 | $5,518,578 | $175,920 | $2,990,827 | $81,863 | — |
| 2023 | $5,502,416 | $252,014 | $2,957,437 | $106,636 | — |
| 2022 | $5,603,796 | $184,102 | — | — | $580,358 |