Plan Snapshot
- Plan Sponsor: Trustees Of Nys Teamsters Council Health & Hospital Fund
- Sponsor EIN: 150551885
- Sponsor Address: PO BOX 4928, SYRACUSE, NY, 132214928
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 10,564
- Total Assets: $855.2M
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 | 10,564 | $855.2M | $202.9M | $846,449 |
| 2023 | 10,530 | $822.1M | $204.2M | $828,480 |
| 2022 | 11,323 | $744.5M | $211.5M | $758,100 |
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 |
|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | Other Service Provider | $4,337,775 | — | $4,337,775 |
| ONEGROUP, INC. | Other Service Provider | $422,444 | — | $422,444 |
| PARAVATI,KARL,GREEN & DEBELLA | Other Service Provider | $313,355 | — | $313,355 |
| GALLAGHER BENEFIT SERVICES | Other Service Provider | $286,601 | — | $286,601 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $251,245 | — | $251,245 |
| JESSICA HOYT | Recordkeeper | $220,291 | — | $220,291 |
| KENNETH STILWELL | Recordkeeper | $172,654 | — | $172,654 |
| COHEN, WEISS AND SIMON | Other Service Provider | $170,831 | — | $170,831 |
| MINDI HOUGHTALING | Recordkeeper | $113,155 | — | $113,155 |
| DEBORA LOIACANO | Recordkeeper | $105,735 | — | $105,735 |
| JOSEPH SALERNO | Recordkeeper | $102,829 | — | $102,829 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $101,583 | — | $101,583 |
| AMANDA CARMICHAEL | Recordkeeper | $99,016 | — | $99,016 |
| BARTON CASE | Recordkeeper | $96,574 | — | $96,574 |
| AUSTIN BRUTCHER | Recordkeeper | $88,034 | — | $88,034 |
| TIMOTHY RICH | Recordkeeper | $81,610 | — | $81,610 |
| STEFFEN WHEELOCK | Recordkeeper | $79,720 | — | $79,720 |
| STATE STREET BANK AND TRUST | Other Service Provider | $79,448 | — | $79,448 |
| THOMAS NANNA | Recordkeeper | $78,693 | — | $78,693 |
| CHRISTA BENNETT | Recordkeeper | $77,666 | — | $77,666 |
| MORGAN, LEWIS & BOCKIUS | ERISA Attorney | $77,104 | — | $77,104 |
| MARK CHILDS | Recordkeeper | $75,131 | — | $75,131 |
| ALEXANDER CONNOLLY | Recordkeeper | $75,095 | — | $75,095 |
| MA POLCE CONSULTING | Other Service Provider | $74,694 | — | $74,694 |
| RUSSELL MORREALE | Recordkeeper | $71,201 | — | $71,201 |
| JOHN TIERNEY | Recordkeeper | $71,083 | — | $71,083 |
| KRISTIN ALLEN | Recordkeeper | $66,994 | — | $66,994 |
| PAULA CURRO | Recordkeeper | $63,545 | — | $63,545 |
| BARBARA ACEY | Recordkeeper | $61,204 | — | $61,204 |
| MICHELLE DEEMER | Recordkeeper | $59,972 | — | $59,972 |
| DENISE GOMEZ | Recordkeeper | $59,834 | — | $59,834 |
| JENNIFER MAHONEY | Recordkeeper | $59,340 | — | $59,340 |
| KIM CUNNINGHAM | Recordkeeper | $56,235 | — | $56,235 |
| ROSEMARY INSALCO | Recordkeeper | $56,069 | — | $56,069 |
| D'ARCANGELO & CO., LLP | Other Service Provider | $55,928 | — | $55,928 |
| SIRIUS COMPUTER SOLUTIONS | Other Service Provider | $46,510 | — | $46,510 |
| AMY LEVEA | Recordkeeper | $44,401 | — | $44,401 |
| CHARLES MARTIN | Recordkeeper | $43,295 | — | $43,295 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $41,452 | — | $41,452 |
| WELLINGTON TRUST COMPANY, NA CTF EM | Other Service Provider | $37,520 | — | $37,520 |
| HONEYWELL | Other Service Provider | $30,702 | — | $30,702 |
| CORPORATE MAINTENANCE SYSTEMS | Other Service Provider | $30,605 | — | $30,605 |
| SANDRA CARTER | Recordkeeper | $28,813 | — | $28,813 |
| WILLIAM ARNAULT | Recordkeeper | $28,533 | — | $28,533 |
| JUST THE RIGHT STUFF | Other Service Provider | $25,610 | — | $25,610 |
| IRON MOUNTAIN | Other Service Provider | $19,284 | — | $19,284 |
| NORTHLAND COMMUNICATIONS | Other Service Provider | $18,970 | — | $18,970 |
| WB MASON COMPANY | Other Service Provider | $12,915 | — | $12,915 |
| TOSHIBA FINANCIAL SERVICES | Other Service Provider | $12,630 | — | $12,630 |
| FRESCHE SOLUTIONS INC | Other Service Provider | $12,532 | — | $12,532 |
| CR FLETCHER TEMPS | Other Service Provider | $11,236 | — | $11,236 |
| INSIGHT DIRECT USA, INC. | Other Service Provider | $10,309 | — | $10,309 |
| LANPHEAR LANDSCAPES | Other Service Provider | $9,558 | — | $9,558 |
| AMTRUST NORTH AMERICA | Other Service Provider | $8,628 | — | $8,628 |
| SHRED IT USA | Other Service Provider | $6,869 | — | $6,869 |
| GEORGE HARRIGAN | Recordkeeper | $5,874 | — | $5,874 |
| QUADIENT LEASING USA, INC | Other Service Provider | $5,767 | — | $5,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JESSICA HOYT — Recordkeeper
- KENNETH STILWELL — Recordkeeper
- MINDI HOUGHTALING — Recordkeeper
- DEBORA LOIACANO — Recordkeeper
- JOSEPH SALERNO — Recordkeeper
- AMANDA CARMICHAEL — Recordkeeper
- BARTON CASE — Recordkeeper
- AUSTIN BRUTCHER — Recordkeeper
- TIMOTHY RICH — Recordkeeper
- STEFFEN WHEELOCK — Recordkeeper
- THOMAS NANNA — Recordkeeper
- CHRISTA BENNETT — Recordkeeper
- MORGAN, LEWIS & BOCKIUS — ERISA Attorney
- MARK CHILDS — Recordkeeper
- ALEXANDER CONNOLLY — Recordkeeper
- RUSSELL MORREALE — Recordkeeper
- JOHN TIERNEY — Recordkeeper
- KRISTIN ALLEN — Recordkeeper
- PAULA CURRO — Recordkeeper
- BARBARA ACEY — Recordkeeper
- MICHELLE DEEMER — Recordkeeper
- DENISE GOMEZ — Recordkeeper
- JENNIFER MAHONEY — Recordkeeper
- KIM CUNNINGHAM — Recordkeeper
- ROSEMARY INSALCO — Recordkeeper
- AMY LEVEA — Recordkeeper
- CHARLES MARTIN — Recordkeeper
- SANDRA CARTER — Recordkeeper
- WILLIAM ARNAULT — Recordkeeper
- GEORGE HARRIGAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,754,701
- Estimated Expense Ratio: 1.024% 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 | $14,167,189 | $999,665 | $8,610,009 | $55,928 | — |
| 2023 | $14,344,334 | $940,506 | $8,815,971 | $56,027 | — |
| 2022 | $13,111,920 | $1,207,098 | $7,429,696 | — | $831,002 |