# Teamsters Local Union 676 And Employers Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-local-union-676-and-employers-vacation-fund-222897974-501

> Teamsters Local Union 676 And Employers Vacation Fund's Health & Welfare plan: 88 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Local Union 676 And Employers Vacation Fund

- **Sponsor EIN:** 222897974

- **Sponsor Address:** 2500 MCCELLAN AVENUE, PENNSAUKEN, NJ, 081090001

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 88

- **Total Assets:** $120,621

## 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|88|$120,621|$545,169|$0|

| 2023|80|$86,334|$467,701|$0|

| 2022|94|$87,912|$439,598|$0|

## 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|

| ALAN ROSS & COMPANY PC|Auditor|$2,500|—|$2,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,500

- **Estimated Expense Ratio:** 2.073% 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|$5,500|—|$1,000|$2,500|—|

| 2023|$5,994|—|$1,000|$2,500|—|

| 2022|$5,564|—|$1,000|—|$4,500|

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