# Teamsters Local No. 35 Health Plans 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-local-no-35-health-plans-221804923-501

> Teamsters Local No. 35 Health Plans's 401(k) plan: 400 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Local No. 35 Health Plans

- **Sponsor EIN:** 221804923

- **Sponsor Address:** 620 US HIGHWAY 130, TRENTON, NJ, 08691

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 400

- **Total Assets:** $34.2M

## 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|400|$34.2M|$0|$0|

| 2024|419|$32.1M|$7.3M|$893,105|

| 2023|457|$29.2M|$6.6M|$947,382|

| 2022|419|$26.5M|$6.3M|$828,298|

## 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|

| HORIZON HEALTHCARE SERVICE, INC.|Other Service Provider|$231,472|—|$231,472|

| PHILOMENA LUCIDI|Other Service Provider|$147,255|—|$147,255|

| PAYDHEALTH LLC|Other Service Provider|$108,992|—|$108,992|

| CHRISTINE PERSICHETTI|Other Service Provider|$85,810|—|$85,810|

| FABIAN & BRYN, LLC|Other Service Provider|$85,120|—|$85,120|

| HAEFELE FLANAGAN & CO., PC|Other Service Provider|$64,300|—|$64,300|

| DEANNA WOOD|Other Service Provider|$54,603|—|$54,603|

| STACY MARIE VONSCHMIDT|Other Service Provider|$52,448|—|$52,448|

| ATTILIO BOUCHER|Other Service Provider|$51,519|—|$51,519|

| ELECT RX|Other Service Provider|$50,007|—|$50,007|

| AMERICAN CORE REALTY FUND, INC.|Other Service Provider|$33,494|—|$33,494|

| PBIRX, INC.|Other Service Provider|$30,521|—|$30,521|

| RAE GROUP LLC|Other Service Provider|$29,000|—|$29,000|

| FISCHER DORWART, P.C.|Other Service Provider|$24,138|—|$24,138|

| EAST POINT DATA|Other Service Provider|$23,310|—|$23,310|

| MAXOR PLUS|Other Service Provider|$22,873|—|$22,873|

| THOMAS MARINO|Other Service Provider|$22,050|—|$22,050|

| DAHAB ASSOCIATES|Other Service Provider|$19,537|—|$19,537|

| CANARX|Other Service Provider|$18,700|—|$18,700|

| ZAZZALI, FAGELLA, NOWAK, KLEINBAUM|Other Service Provider|$17,678|—|$17,678|

| NJ ELITE COMMERCIAL CLEANING|Other Service Provider|$11,089|—|$11,089|

| ANCERO|Other Service Provider|$10,721|—|$10,721|

| VALVERDE & EXPRESS GARDEN|Other Service Provider|$10,183|—|$10,183|

| CHE MECHANICAL SERVICES|Other Service Provider|$10,036|—|$10,036|

| PESTGUARD, INC.|Other Service Provider|$7,050|—|$7,050|

| U.S. BANK|Other Service Provider|$6,693|—|$6,693|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,228,599

- **Estimated Expense Ratio:** 3.596% 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|$9,582,501|$53,031|—|$19,400|—|

| 2024|$1,067,641|$67,242|—|$17,850|—|

| 2023|$1,096,353|$73,280|—|$22,617|—|

| 2022|$1,029,533|$86,461|—|—|$196,680|

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