# Teamsters 817 Ibt Scholarship Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-817-ibt-scholarship-fund-112602554-503

> Teamsters 817 Ibt Scholarship Fund's Health & Welfare plan: 539 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters 817 Ibt Scholarship Fund

- **Sponsor EIN:** 112602554

- **Sponsor Address:** 817 OLD CUTTERMILL ROAD, GREAT NECK, NY, 11021

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 539

- **Total Assets:** $63.4M

## 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|539|$63.4M|$5.9M|$0|

| 2023|1,174|$50.0M|$4.0M|$0|

| 2022|1,081|$44.0M|$7.4M|$0|

## 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|

| VIBRANT CAPITAL PARTNERS|Other Service Provider|$81,058|—|$81,058|

| STACEY BRAUN ASSOCIATES|Other Service Provider|$42,300|—|$42,300|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$14,000|—|$14,000|

| FRIEDMAN & ANSPACH|Other Service Provider|$7,267|—|$7,267|

| US BANK|Recordkeeper|$5,178|—|$5,178|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,803

- **Estimated Expense Ratio:** 0.236% 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|$262,694|$43,300|—|$14,150|—|

| 2023|$272,097|$35,524|—|$12,268|—|

| 2022|$248,128|$124,729|—|—|$19,347|

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