# Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-joint-council-no-83-of-virginia-health-welfare-fund-540556299-501

> Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund's Health & Welfare plan: 4,031 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [STEPTOE & JOHNSON LLP](https://planprovider.pro/provider/steptoe-and-johnson-pllc) — 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|

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