# New York State Teamsters Council United Parcel Service Retiree Health Health & Welfare Plan
Source: https://planprovider.pro/companies/new-york-state-teamsters-council-united-parcel-service-retiree-health-464111565-501

> New York State Teamsters Council United Parcel Service Retiree Health's Health & Welfare plan: 649 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New York State Teamsters Council United Parcel Service Retiree Health

- **Sponsor EIN:** 464111565

- **Sponsor Address:** 151 NORTHERN CONCOURSE, SYRACUSE, NY, 13221

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 649

- **Total Assets:** $26.1M

## 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|649|$26.1M|$9.2M|$2.3M|

| 2023|530|$23.3M|$7.3M|$1.5M|

| 2022|451|$21.5M|$0|$1.4M|

## 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|

| EXCELLUS BLUECROSS BLUESHIELD|Other Service Provider|$269,912|—|$269,912|

| ONE GROUP NY INC.|Other Service Provider|$35,579|—|$35,579|

| MEKETA INVESTMENT GROUP|Other Service Provider|$31,500|—|$31,500|

| GALLAGHER BENEFIT SERVICES|Other Service Provider|$30,600|—|$30,600|

| COHEN, WEISS AND SIMON|Other Service Provider|$18,907|—|$18,907|

| MORGAN, LEWIS & BOCKIUS, LLP|ERISA Attorney|$9,350|—|$9,350|

| D'ARCANGELO & CO., LLP|Other Service Provider|$9,000|—|$9,000|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$7,845|—|$7,845|

### Verified Provider Profiles

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

- [MORGAN, LEWIS & BOCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $412,693

- **Estimated Expense Ratio:** 1.581% 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|$676,230|$50,297|$414,150|$9,000|—|

| 2023|$734,651|$55,704|$371,512|$8,000|—|

| 2022|$559,847|$64,272|$256,893|—|$105,280|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-york-state-teamsters-council-united-parcel-service-retiree-health-464111565-501)

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