# Teamsters Local 210 Affiliated Health & Insurance Fund 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-210-affiliated-health-insurance-fund-205003549-501

> Teamsters Local 210 Affiliated Health & Insurance Fund's 401(k) plan: 5,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/samuel-goldstein-and-co-pc) — Auditor

- [AMALGAMATED LIFE INSURANCE CO](https://planprovider.pro/provider/milliman) — 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|

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