Teamsters Local 817 Welfare Fund 401(k) Plan: Login, Facts & Contact Information

Teamsters Local 817 Welfare Fund 401(k) Plan Facts

Plan name
LOCAL 817 WELFARE FUND 401(K) P/S PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LOCAL 817 WELFARE FUND
Participants
6 (5 active employees)
Plan assets
$2,677,405 at Dec 31, 2024
Average account balance
$446,234 across 6 accounts
Employer contributions
$35,627 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $117,435 went into the plan in contributions, $35,627 of it from the employer (30%).
  • $5,159 was paid out to participants.
  • Investment and other income added $481,004.

How the Teamsters Local 817 Welfare Fund 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196$1.10 million$26,946$10,694
20206$1.40 million$27,655$0
20215$1.84 million$29,779$5,936
20226$1.60 million$30,569$5,465
20236$2.09 million$31,894$5,106
20246$2.68 million$35,627$5,159

Teamsters Local 817 Welfare Fund 401(k) Contact Information

Phone
516-365-3470
Mailing address
817 OLD CUTTERMILL RD, GREAT NECK NY 11021
Plan sponsor
LOCAL 817 WELFARE FUND
Employer identification number (EIN)
13-6210566
Plan number
002

Questions about the Teamsters Local 817 Welfare Fund 401(k)

Does Teamsters Local 817 Welfare Fund contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $35,627, 30% of all contributions.

Does the Teamsters Local 817 Welfare Fund 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Teamsters Local 817 Welfare Fund 401(k) plan?

6 participants at the start of plan year 2024, 5 of them active employees.

What is the average 401(k) balance at Teamsters Local 817 Welfare Fund?

About $446,234 per account: $2.68 million in plan assets across 6 accounts with a balance at the end of plan year 2024.

Who manages the Teamsters Local 817 Welfare Fund 401(k) accounts?

LMS TECHNICAL SERVICES is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Teamsters Local 817 Welfare Fund. How do I access my 401(k)?

Your account stays with LMS TECHNICAL SERVICES after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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