Plan Snapshot
- Plan Sponsor: Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund
- Sponsor EIN: 540556299
- Sponsor Address: 8814 FARGO ROAD, RICHMOND, VA, 232294673
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,031
- Total Assets: $179.7M
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 | 4,031 | $179.7M | $85.5M | $1.7M |
| 2023 | 4,404 | $158.5M | $87.2M | $1.6M |
| 2022 | 4,623 | $132.6M | $87.2M | $1.7M |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VA, INC | Investment Advisor | $478,465 | — | $478,465 |
| BRIDGEWAY | Other Service Provider | $408,317 | — | $408,317 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $354,250 | — | $354,250 |
| HORIZON ACTUARIAL SERVICES LLC | Actuary | $341,939 | — | $341,939 |
| EPLAN INC | Other Service Provider | $157,221 | — | $157,221 |
| SARA PIKOFSKY | Other Service Provider | $157,082 | — | $157,082 |
| SELTEK INC | Recordkeeper | $143,922 | — | $143,922 |
| LOOMIS SAYLES TRUST COMPANY LLC | Investment Advisor | $124,944 | — | $124,944 |
| JIM ROEHNER | Other Service Provider | $108,062 | — | $108,062 |
| EXPRESS SCRIPTS | Other Service Provider | $80,246 | — | $80,246 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $78,019 | — | $78,019 |
| LAUREN KANE | Other Service Provider | $77,419 | — | $77,419 |
| CALIBRE CPA GROUP PLLC | Auditor | $67,628 | — | $67,628 |
| VICKIE STONE | Other Service Provider | $55,779 | — | $55,779 |
| ASHLEY MARTIN | Other Service Provider | $53,860 | — | $53,860 |
| STEPTOE & JOHNSON LLP | ERISA Attorney | $53,754 | — | $53,754 |
| RACHELLE KENNEY | Other Service Provider | $53,080 | — | $53,080 |
| TABITHA HINSON | Other Service Provider | $52,999 | — | $52,999 |
| LACLAIRE SANDERS | Other Service Provider | $52,107 | — | $52,107 |
| JOSH TODD | Other Service Provider | $51,662 | — | $51,662 |
| JESSICA REED | Other Service Provider | $50,741 | — | $50,741 |
| KIM FOXWELL | Other Service Provider | $45,950 | — | $45,950 |
| TAMMY POORE | Other Service Provider | $45,944 | — | $45,944 |
| VELMA HUGHES | Other Service Provider | $43,342 | — | $43,342 |
| BIANCA VALERIO | Other Service Provider | $41,152 | — | $41,152 |
| TONY SHELL JR. | Other Service Provider | $39,422 | — | $39,422 |
| CHRISTOPHER WENDELGEST | Other Service Provider | $38,610 | — | $38,610 |
| CATHERINE WRIGHT | Other Service Provider | $37,511 | — | $37,511 |
| MELLON INVESTMENTS CORPORATION | Investment Advisor | $31,956 | — | $31,956 |
| SEGAL MARCO ADVISORS | Investment Advisor | $28,333 | — | $28,333 |
| DANIELLE MOORE | Other Service Provider | $21,959 | — | $21,959 |
| WENDY SPAGNOLO | Other Service Provider | $12,302 | — | $12,302 |
| EVIE ROSE | Other Service Provider | $10,037 | — | $10,037 |
| TIFFANY COLLINS | Other Service Provider | $9,265 | — | $9,265 |
| ANDREE DEAN | Other Service Provider | $9,106 | — | $9,106 |
| DUKE DALE | Other Service Provider | $8,980 | — | $8,980 |
| CHEREE RATLIFF | Other Service Provider | $8,299 | — | $8,299 |
| LYNDA SYKES | Other Service Provider | $7,897 | — | $7,897 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VA, INC — Investment Advisor
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
- STEPTOE & JOHNSON LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,441,561
- Estimated Expense Ratio: 1.915% 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 | $4,581,819 | $226,502 | — | $60,700 | — |
| 2023 | $4,408,579 | $174,105 | — | $58,900 | — |
| 2022 | $4,630,025 | $191,262 | — | — | $539,940 |