Plan Snapshot
- Plan Sponsor: Teamsters Local 2727 Retiree Medical Benefits Trust
- Sponsor EIN: 834232289
- Sponsor Address: 2550 W. UNION HILLS DRIVE, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,848
- Total Assets: $77.3M
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. |
|---|---|---|---|---|
| 2025 | 1,848 | $77.3M | $0 | $0 |
| 2024 | 1,761 | $64.1M | $6.8M | $331,050 |
| 2023 | 1,681 | $55.4M | $6.6M | $280,950 |
| 2022 | 1,692 | $45.5M | $6.9M | $240,300 |
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 |
|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | — | $182,812 | $182,812 |
| BPAS | Other Service Provider | — | $98,412 | $98,412 |
| ALAN BILLER AND ASSOCIATES | Other Service Provider | $41,032 | — | $41,032 |
| RREEF AMERICA LLC | Other Service Provider | $23,213 | — | $23,213 |
| WTC-CTF INTERNATIONAL CONTRARIAN VA | Other Service Provider | $18,763 | — | $18,763 |
| HENNINGFIELD & ASSOCIATES, INC | Other Service Provider | — | $18,500 | $18,500 |
| US BANK | Other Service Provider | — | $16,124 | $16,124 |
| PRUDENTIAL TRUST CO | Other Service Provider | $15,393 | — | $15,393 |
| NEUBERGER BERMAN | Other Service Provider | — | $10,493 | $10,493 |
| THE SEGAL GROUP, INC | Other Service Provider | — | $6,309 | $6,309 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $431,051
- Estimated Expense Ratio: 0.558% 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 |
|---|---|---|---|---|---|
| 2025 | $3,771,951 | $58,682 | — | — | — |
| 2024 | $87,063 | $57,337 | — | — | — |
| 2023 | $65,302 | $35,413 | — | — | — |
| 2022 | $39,159 | $12,321 | — | — | — |