# Joint Bot Cleveland Bakers And Teamsters H & W Fund Health & Welfare Plan Source: https://planprovider.pro/companies/joint-bot-cleveland-bakers-and-teamsters-h-w-fund-340753693-501 > Joint Bot Cleveland Bakers And Teamsters H & W Fund's Health & Welfare plan: 4,090 participants, plan year 2024 financials, providers, and benchmarks from Fo… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/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| ## Similar Plans - [Cleveland Bakers And Affiliated Unions 401(K) Plan](https://planprovider.pro/companies/cleveland-bakers-affiliated-unions-401-k-plan-401k-plan) — 3,301 participants - [Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees](https://planprovider.pro/companies/cleveland-bakers-local-no-19-cer-fund-joint-board-of-trustees-341001027-501) — 2,585 participants - [Joint Bot Cleveland Bakers And Teamsters Pension Fund](https://planprovider.pro/companies/joint-bot-cleveland-bakers-and-teamsters-pension-fund-plan) — 2,011 participants - [Schwebel Baking Company](https://planprovider.pro/companies/schwebel-baking-company-401k-plan) — 1,020 participants - [Klosterman Baking Company, INC.](https://planprovider.pro/companies/klosterman-baking-company-inc-401k-plan) — 969 participants - [Klosterman Baking Company](https://planprovider.pro/companies/klosterman-baking-company-310625594-510) — 852 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-bot-cleveland-bakers-and-teamsters-h-w-fund-340753693-501) © 2026 PlanProvider.Pro