# Teamsters And Food Employers Security Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-and-food-employers-security-trust-fund-956048844-501

> Teamsters And Food Employers Security Trust Fund's Health & Welfare plan: 5,191 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters And Food Employers Security Trust Fund

- **Sponsor EIN:** 956048844

- **Sponsor Address:** 1050 LAKES DRIVE, SUITE 120, WEST COVINA, CA, 91790

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,191

- **Total Assets:** $82.3M

## 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|5,191|$82.3M|$117.8M|$5.7M|

| 2023|5,259|$73.7M|$120.9M|$5.8M|

| 2022|5,388|$61.4M|$123.6M|$6.0M|

## 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|

| BENESYS ADMINISTRATORS|Other Service Provider|$3,047,978|$32,921|$3,080,899|

| BROADREACH MEDICAL RESOURCES|Other Service Provider|$1,384,165|—|$1,384,165|

| ANTHEM BLUE CROSS|Other Service Provider|$476,841|—|$476,841|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$107,327|—|$107,327|

| RAEL & LETSON|Other Service Provider|$107,327|—|$107,327|

| SEYFARTH SHAW, LLP|Investment Advisor|$106,278|—|$106,278|

| PART D ADVISORS, INC.|Other Service Provider|$100,877|—|$100,877|

| HMC HEALTHWORKS|Other Service Provider|$96,270|—|$96,270|

| WOHLNER KAPLON CUTLER HALFORD ROSEN|Other Service Provider|$67,232|—|$67,232|

| VISION SERVICE PLAN|Other Service Provider|$65,050|—|$65,050|

| PHARMACY BENEFIT SOLUTIONS|Other Service Provider|$48,875|—|$48,875|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$40,950|—|$40,950|

| AMERICAN SPECIALTY HEALTH GROUP|Other Service Provider|$26,777|—|$26,777|

| IRON MOUNTAIN STORAGE|Other Service Provider|$20,742|—|$20,742|

| MEDICAL REVIEW INSTITUTE OF AM|Other Service Provider|$9,536|—|$9,536|

| ASSURED PARTNERS OF CALIFORNIA|Other Service Provider|—|$8,311|$8,311|

### Verified Provider Profiles

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

- [SEYFARTH SHAW, LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,747,457

- **Estimated Expense Ratio:** 6.984% 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|$6,086,587|—|$3,047,978|$40,950|—|

| 2023|$6,051,745|—|$2,933,229|$45,500|—|

| 2022|$6,287,591|—|$2,995,590|—|$487,845|

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