# Teamsters Local 2727 Retiree Medical Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-local-2727-retiree-medical-benefits-trust-834232289-501

> Teamsters Local 2727 Retiree Medical Benefits Trust's Health & Welfare plan: 1,848 participants, plan year 2025 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2025.

## 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:** Health & Welfare

- **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|—|—|—|

## Similar Plans

- [Pallet Management Services LLC](https://planprovider.pro/companies/pallet-management-services-llc-264834604-501) — 568 participants

- [Prepass, LLC](https://planprovider.pro/companies/cvo-holding-company-llc-401k-plan) — 506 participants

- [Avair, LLC](https://planprovider.pro/companies/avair-llc-401k-plan) — 160 participants

- [Port Newark Maintenance & Repair LLC](https://planprovider.pro/companies/port-newark-maintenance-repair-llc-412168248-001) — 127 participants

- [Viasun Corporation](https://planprovider.pro/companies/viasun-corporation-453251748-501) — 122 participants

- [Viasun Corporation](https://planprovider.pro/companies/viasun-corporation-plan-002) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teamsters-local-2727-retiree-medical-benefits-trust-834232289-501)

© 2026 PlanProvider.Pro