Plan Snapshot
- Plan Sponsor: Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund
- Sponsor EIN: 464163407
- Sponsor Address: 267 STAUNTON AVE, SOUTH CHARLESTON, WV, 25303
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 705
- Total Assets: $0
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 | 705 | $0 | $1.3M | $1.8M |
| 2023 | 734 | $0 | $1.2M | $2.2M |
| 2022 | 765 | $0 | $1.2M | $2.1M |
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 |
|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $140,537 | — | $140,537 |
| ANTHEM HEALTH PLANS | Other Service Provider | $64,470 | — | $64,470 |
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $7,101 | — | $7,101 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,108
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 | $257,404 | — | $140,537 | — | — |
| 2023 | $196,971 | — | $143,414 | — | — |
| 2022 | $175,181 | — | $84,095 | — | $11,932 |