# Teamsters Union Health And Welfare Fund Trust 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-union-health-and-welfare-fund-trust-660254909-501

> Teamsters Union Health And Welfare Fund Trust's 401(k) plan: 710 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Union Health And Welfare Fund Trust

- **Sponsor EIN:** 660254909

- **Sponsor Address:** 352 CALLE DEL PARQUE STE 202, SAN JUAN, PR, 009123744

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

- **Plan Number:** 501

- **Total Participants:** 710

- **Total Assets:** $2.6M

## 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|710|$2.6M|$1.8M|$0|

| 2023|713|$2.6M|$1.7M|$0|

| 2022|714|$2.5M|$1.5M|$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|

| AIDA L. ORTIZ RODRIGUEZ|Other Service Provider|$45,848|—|$45,848|

| YOLANDA LANDRAU RAMOS|Other Service Provider|$37,312|—|$37,312|

| VICTOR M. ORTEGA RAMON|Other Service Provider|$15,436|—|$15,436|

| OVIDIO RUIZ HERNANDEZ|Other Service Provider|$11,500|—|$11,500|

| DENISSE MARTINEZ MENDEZ|Other Service Provider|$5,740|—|$5,740|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,836

- **Estimated Expense Ratio:** 4.465% 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|$245,328|$10,079|—|$11,500|—|

| 2023|$231,212|$9,148|—|$11,500|—|

| 2022|$330,741|$9,419|—|—|$12,500|

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