# Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-union-no-142-health-and-welfare-trust-fund-350918199-501

> Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund's Health & Welfare plan: 1,008 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Teamsters Union No. 142 Health And Welfare Trust Fund

- **Sponsor EIN:** 350918199

- **Sponsor Address:** 1300 CLARK ROAD, GARY, IN, 46404

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,008

- **Total Assets:** $29.2M

## 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|1,008|$29.2M|$714,789|$166,250|

| 2023|1,018|$27.5M|$624,800|$151,550|

| 2022|984|$24.7M|$550,607|$172,400|

## 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|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$125,796|—|$125,796|

| LEGACY PROFESSIONALS LLP|Auditor|$57,300|—|$57,300|

| JAY SMITH|Other Service Provider|$36,088|—|$36,088|

| CHRISTINA HERNANDEZ|Other Service Provider|$32,555|—|$32,555|

| THE SEGAL COMPANY|Other Service Provider|$29,156|—|$29,156|

| ALLIED BENEFIT SYSTEMS|Other Service Provider|$27,756|—|$27,756|

| ASHER, GITTLER & D'ALBA, LTD.|Other Service Provider|$26,400|—|$26,400|

| INVESTMENT CONSULTING SERVICES, LLC|Other Service Provider|$16,000|—|$16,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $351,051

- **Estimated Expense Ratio:** 1.202% 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|$260,158|$19,780|—|$39,000|—|

| 2023|$277,091|$32,132|—|$38,500|—|

| 2022|$250,746|$30,581|—|—|$100,633|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-teamsters-union-no-142-health-and-welfare-trust-fund-350918199-501)

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