# Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-trustees-of-the-employer-teamsters-175-505-retiree-health-fund-464163407-501

> Joint Trustees Of The Employer-Teamsters 175 & 505 Retiree Health Fund's Health & Welfare plan: 705 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-trustees-of-the-employer-teamsters-175-505-retiree-health-fund-464163407-501)

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