Plan Snapshot
- Plan Sponsor: Teamsters Local 210 Affiliated Health & Insurance Fund
- Sponsor EIN: 205003549
- Sponsor Address: 1441 SOUTH AVENUE, SUITE 702, STATEN ISLAND, NY, 10314
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,606
- Total Assets: $22.0M
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 | 5,606 | $22.0M | $66.3M | $96,464 |
| 2023 | 5,613 | $22.3M | $59.4M | $179,266 |
| 2022 | 5,442 | $15.8M | $56.1M | $297,479 |
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 |
|---|---|---|---|---|
| CROSSROADS HEALTHCARE MANAGEMENT LL | Other Service Provider | $3,355,135 | — | $3,355,135 |
| EMPIRE BLUE CROSS BLUE SHIELD | Other Service Provider | $994,156 | — | $994,156 |
| EMPIRE BLUE CROSS BLUE SHIELD | Other Service Provider | $745,901 | — | $745,901 |
| PROSCRIPT PHARMACY MANAGEMENT LLC | Other Service Provider | $591,028 | — | $591,028 |
| DAVIS VISION INC | Other Service Provider | $159,795 | — | $159,795 |
| LAW OFFICES OF THOMAS A. THOMPSON | Other Service Provider | $121,800 | — | $121,800 |
| SAMUEL GOLDSTEIN & CO., P.C. | Auditor | $89,628 | — | $89,628 |
| FIRST UNUM LIFE INSURANCE CO | Other Service Provider | $71,136 | — | $71,136 |
| AMALGAMATED LIFE INSURANCE CO | Recordkeeper | $67,827 | — | $67,827 |
| MUTUAL OF OMAHA | Other Service Provider | $61,936 | — | $61,936 |
| SAVASTA AND COMPANY INC | Other Service Provider | $52,000 | — | $52,000 |
| DENTAL SERVICES INC | Other Service Provider | $51,677 | — | $51,677 |
| DAVID R PFAFF, MD | Other Service Provider | $36,000 | — | $36,000 |
| VISION SCREENING INC | Other Service Provider | $32,360 | — | $32,360 |
| PALMER-TANNO AGENCY INC | Other Service Provider | $27,560 | — | $27,560 |
| GENERAL VISION SERVICES LLC | Other Service Provider | $20,160 | — | $20,160 |
| ZIEGLER CAPITAL MANAGEMENT LLC | Other Service Provider | $15,781 | — | $15,781 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — Auditor
- AMALGAMATED LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,493,880
- Estimated Expense Ratio: 29.504% 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 | $4,353,613 | $24,841 | $3,850,278 | $89,628 | — |
| 2023 | $4,370,567 | $20,643 | $3,770,349 | $89,646 | — |
| 2022 | $4,313,260 | $35,060 | $3,718,258 | — | $394,220 |