Plan Snapshot
- Plan Sponsor: Teamsters Local Unions 401 And 773 Health Plan
- Sponsor EIN: 232024270
- Sponsor Address: PO BOX 1420, WILKES-BARRE, PA, 18701
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 902
- Total Assets: $27.6M
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 | 902 | $27.6M | $25.0M | $440,557 |
| 2023 | 889 | $22.5M | $24.2M | $543,957 |
| 2022 | 888 | $17.6M | $22.8M | $538,502 |
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 |
|---|---|---|---|---|
| DAWN HAZELTINE | Other Service Provider | $120,793 | — | $120,793 |
| PNC INSTITUTIONAL INVESTMENTS | Other Service Provider | $82,619 | — | $82,619 |
| FOSTER & FOSTER CONSULTING ACTUARIE | Other Service Provider | $82,542 | — | $82,542 |
| BRIDGEWAY BENEFIT TECHNOLOGY | Other Service Provider | $47,593 | — | $47,593 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $37,156 | — | $37,156 |
| NOVAK FRANCELLA, LLC | Auditor | $30,323 | — | $30,323 |
| XPAN LAW PARTNERS LLC | Other Service Provider | $27,500 | — | $27,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $428,526
- Estimated Expense Ratio: 1.554% 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 | $443,413 | $82,619 | — | $17,500 | — |
| 2023 | $374,674 | $71,839 | — | $31,840 | — |
| 2022 | $349,186 | $64,364 | — | — | $118,888 |