# Teamsters Local 817 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-local-817-welfare-fund-136210566-501

> Teamsters Local 817 Welfare Fund's Health & Welfare plan: 539 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 817 Welfare Fund

- **Sponsor EIN:** 136210566

- **Sponsor Address:** 817 OLD CUTTERMILL ROAD, GREAT NECK, NY, 11021

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 539

- **Total Assets:** $98.6M

## 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|539|$98.6M|$43.8M|$1.5M|

| 2023|1,174|$74.8M|$25.8M|$60,122|

| 2022|1,081|$97.0M|$47.0M|$128,940|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$1,067,125|—|$1,067,125|

| KATHLEEN KREINBIHL|Other Service Provider|$158,967|—|$158,967|

| CHRISTOPHER O'DONNELL|Other Service Provider|$128,560|—|$128,560|

| DAVISVISION|Other Service Provider|$115,351|—|$115,351|

| THE SEGAL COMPANY|Other Service Provider|$74,241|—|$74,241|

| ANGELINA SARRO|Other Service Provider|$63,655|—|$63,655|

| NICHOLAS BERTO|Other Service Provider|$57,975|—|$57,975|

| KEVIN LYNCH|Other Service Provider|$56,966|—|$56,966|

| STACEY BRAUN ASSOCIATES, INC.|Other Service Provider|$51,734|—|$51,734|

| CAPITAL ASSET ADVISORS|Other Service Provider|$50,000|—|$50,000|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$23,250|—|$23,250|

| THOMSON REUTERS INC,|Other Service Provider|$22,542|—|$22,542|

| FRIEDMAN & ANSPACH|Other Service Provider|$21,913|—|$21,913|

| BNG CONSULTING INC|Other Service Provider|$14,000|—|$14,000|

| US BANK|Recordkeeper|$6,157|—|$6,157|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,912,436

- **Estimated Expense Ratio:** 1.940% 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|$1,100,603|$115,734|—|$45,967|—|

| 2023|$951,395|$110,825|—|$43,183|—|

| 2022|$900,475|$131,017|—|—|$102,256|

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