# Trustees Of Nys Teamsters Council Health & Hospital Fund Health & Welfare Plan Source: https://planprovider.pro/companies/trustees-of-nys-teamsters-council-health-hospital-fund-150551885-501 > Trustees Of Nys Teamsters Council Health & Hospital Fund's Health & Welfare plan: 10,564 participants, plan year 2024 financials, providers, and benchmarks f… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [KENNETH STILWELL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [MINDI HOUGHTALING](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [DEBORA LOIACANO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JOSEPH SALERNO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [AMANDA CARMICHAEL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [BARTON CASE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [AUSTIN BRUTCHER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [TIMOTHY RICH](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [STEFFEN WHEELOCK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [THOMAS NANNA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [CHRISTA BENNETT](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [MORGAN, LEWIS & BOCKIUS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney - [MARK CHILDS](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ALEXANDER CONNOLLY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [RUSSELL MORREALE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JOHN TIERNEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [KRISTIN ALLEN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [PAULA CURRO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [BARBARA ACEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [MICHELLE DEEMER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [DENISE GOMEZ](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [JENNIFER MAHONEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [KIM CUNNINGHAM](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [ROSEMARY INSALCO](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [AMY LEVEA](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [CHARLES MARTIN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [SANDRA CARTER](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [WILLIAM ARNAULT](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper - [GEORGE HARRIGAN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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| ## Similar Plans - 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