# Truck Drivers & Helpers Local 687 Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/truck-drivers-helpers-local-687-insurance-trust-166181358-501

> Truck Drivers & Helpers Local 687 Insurance Trust's Health & Welfare plan: 803 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Truck Drivers & Helpers Local 687 Insurance Trust

- **Sponsor EIN:** 166181358

- **Sponsor Address:** 14 ELM STREET, POTSDAM, NY, 13676

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 803

- **Total Assets:** $78,989

## 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|803|$78,989|$0|$36,525|

| 2023|764|$79,077|$0|$31,205|

| 2022|756|$85,833|$0|$29,633|

## 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|

| D'ARCANGELO AND CO., LLP|Auditor|$4,000|—|$4,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,000

- **Estimated Expense Ratio:** 5.064% 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|$7,458|$1,053|—|$4,000|—|

| 2023|$6,500|$967|—|$4,000|—|

| 2022|$5,984|$1,119|—|—|$4,000|

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