# Teamsters Automotive Industrial & Allied Workers Local 495 Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-automotive-industrial-allied-workers-local-495-956115963-501

> Teamsters Automotive Industrial & Allied Workers Local 495's Health & Welfare plan: 182 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Automotive Industrial & Allied Workers Local 495

- **Sponsor EIN:** 956115963

- **Sponsor Address:** 225 SOUTH LAKE AVENUE SUITE 1200, PASADENA, CA, 911013000

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 182

- **Total Assets:** $3.3M

## 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|182|$3.3M|$718,705|$70,872|

| 2023|191|$3.0M|$684,144|$73,770|

| 2022|183|$2.7M|$677,626|$79,363|

## 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|

| NORTHWEST ADMINISTRATORS, INC.|Other Service Provider|$15,720|—|$15,720|

| DAVID BRODY & CO.|Other Service Provider|$8,850|—|$8,850|

| THE WAGNER LAW GROUP|ERISA Attorney|$6,876|—|$6,876|

### Verified Provider Profiles

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

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,446

- **Estimated Expense Ratio:** 0.952% 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|$43,645|—|—|—|—|

| 2023|$45,481|—|—|—|—|

| 2022|$51,371|—|$14,950|—|$21,316|

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