# Teamsters Union Local No. 115 Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-union-local-no-115-legal-services-fund-231994976-502

> Teamsters Union Local No. 115 Legal Services Fund's Health & Welfare plan: 1,863 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Union Local No. 115 Legal Services Fund

- **Sponsor EIN:** 231994976

- **Sponsor Address:** 10965 DECATUR ROAD, PHILADELPHIA, PA, 19154

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,863

- **Total Assets:** $20.4M

## 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|1,863|$20.4M|$1.2M|$0|

| 2023|1,875|$18.0M|$1.1M|$0|

| 2022|1,772|$15.7M|$1.1M|$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|

| WILLIAM BLAIR|Other Service Provider|$100,170|—|$100,170|

| MARKOWITZ & RICHMAN|Other Service Provider|$66,854|—|$66,854|

| LAW OFFICE OF ANDREW ROSEMAN|Other Service Provider|$66,640|—|$66,640|

| PATRICK COOPER, ESQ.|Other Service Provider|$49,500|—|$49,500|

| LAW OFFICES - JOSEPH L. LONDON|Other Service Provider|$41,098|—|$41,098|

| NUGENT LAW|Other Service Provider|$40,245|—|$40,245|

| SADEK LAW OFFICES, LLC|Other Service Provider|$34,225|—|$34,225|

| UNDERWOOD & MICKLIN, LLC|Other Service Provider|$24,320|—|$24,320|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$22,113|—|$22,113|

| RAFFAELE & PUPPIO, LLP|Other Service Provider|$21,724|—|$21,724|

| NOVAK FRANCELLA LLC|Auditor|$15,315|—|$15,315|

| MAX KRAMER ESQ|Other Service Provider|$10,947|—|$10,947|

| DIANA SCHIMMEL, ESQ.|Other Service Provider|$6,000|—|$6,000|

| MANEY GORDEN ZELLER, P.A.|Other Service Provider|$5,983|—|$5,983|

| MORGAN STANLEY|Recordkeeper|$5,475|—|$5,475|

### 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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $510,609

- **Estimated Expense Ratio:** 2.500% 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|$298,620|$5,475|—|$14,200|—|

| 2023|$263,961|$5,515|—|$15,266|—|

| 2022|$231,847|$4,106|—|—|$27,399|

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