# The Board Of Trustees Of General Teamsters & Employers Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-general-teamsters-employers-trust-fund-956060456-501

> The Board Of Trustees Of General Teamsters & Employers Trust Fund's Health & Welfare plan: 53 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of General Teamsters & Employers Trust Fund

- **Sponsor EIN:** 956060456

- **Sponsor Address:** 1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA, 90017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 53

- **Total Assets:** $4.2M

## 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|53|$4.2M|$1.1M|$153|

| 2023|55|$4.6M|$1.2M|$612|

| 2022|51|$5.0M|$2.0M|$455|

## 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|

| BENEFIT PROGRAMS ADMINISTRATION|Other Service Provider|$186,992|—|$186,992|

| RAEL & LETSON|Other Service Provider|$65,200|—|$65,200|

| REICH, ADELL, CROST & CVITAN|Other Service Provider|$23,397|—|$23,397|

| DAVID BRODY & CO.|Other Service Provider|$19,700|—|$19,700|

| UNION BANK OF CALIFORNIA|Other Service Provider|$14,935|—|$14,935|

| SOUTHWEST MONEY MANAGEMENT|Other Service Provider|$7,200|—|$7,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $317,424

- **Estimated Expense Ratio:** 7.602% 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|$1,676,271|—|—|—|—|

| 2023|$1,800,713|—|—|—|—|

| 2022|$387,881|$7,200|$191,432|—|$120,893|

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