# Teamsters Local Unions 401 And 773 Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-local-unions-401-and-773-health-plan-232024270-501

> Teamsters Local Unions 401 And 773 Health Plan's Health & Welfare plan: 902 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 Unions 401 And 773 Health Plan

- **Sponsor EIN:** 232024270

- **Sponsor Address:** PO BOX 1420, WILKES-BARRE, PA, 18701

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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