Plan Snapshot
- Plan Sponsor: Trustees Teamsters And Employers Welfare Trust
- Sponsor EIN: 366441012
- Sponsor Address: 502 EARTH CITY EXPRESSWAY, EARTH CITY, MO, 63045
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,023
- Total Assets: $109.4M
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 | 1,023 | $109.4M | $70.1M | $174,188 |
| 2023 | 4,800 | $108.1M | $108.1M | $224,886 |
| 2022 | 3,656 | $94.9M | $106.1M | $204,779 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $1,236,382 | — | $1,236,382 |
| METLIFE LEGAL PLANS, INC. | Other Service Provider | $216,468 | — | $216,468 |
| CAVANAGH AND OHARA | Other Service Provider | $88,293 | — | $88,293 |
| MARSH & MCLENNAN AGENCY | Investment Advisor | $54,840 | — | $54,840 |
| DENTAL NETWORK OF AMERICA | Other Service Provider | $34,110 | — | $34,110 |
| GRABEL SCHNIEDERS HOLLMAN & CO | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN AGENCY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,642,093
- Estimated Expense Ratio: 1.501% 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 | $3,212,070 | $157,218 | $959,806 | $12,000 | — |
| 2023 | $4,081,123 | $213,058 | $1,419,154 | $16,903 | — |
| 2022 | $2,137,074 | $163,838 | $1,492,778 | — | $73,090 |