# Board Of Trustees, Teamsters Retirement Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-minneapolis-food-distributing-plan

> Board Of Trustees, Teamsters Retirement Pension Plan's DB plan: 1,399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Teamsters Retirement Pension Plan

- **Sponsor EIN:** 416047047

- **Sponsor Address:** 3001 METRO DR STE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** DB

- **Total Participants:** 1,399

- **Total Assets:** $506.4M

## 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|1,399|$506.4M|$23.4M|$0|

| 2023|1,305|$446.2M|$22.5M|$0|

| 2022|1,295|$422.6M|$21.6M|$0|

## 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|

| NATIONAL INVESTMENT SERVICES|NONE|$317,195|—|$317,195|

| THE SEGAL COMPANY (MIDWEST), INC|NONE|$250,080|—|$250,080|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$172,788|—|$172,788|

| WILSON-MCSHANE CORPORATION|NONE|$138,000|—|$138,000|

| UNION BANK & TRUST|NONE|$110,670|—|$110,670|

| MARQUETTE ASSOCIATES|NONE|$105,500|—|$105,500|

| CONGRESS ASSET MANAGEMENT COMPANY|NONE|$101,334|—|$101,334|

| GREAT LAKES INVESTMENT MANAGERS|NONE|$51,945|—|$51,945|

| BARLOW COUGHRAN MORALES & JOSEPHSON|NONE|$48,000|—|$48,000|

| MILLER KAPLAN ARASE LLP|NONE|$37,850|—|$37,850|

| USI|NONE|—|$9,211|$9,211|

### Verified Provider Profiles

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

- [UNION BANK & TRUST](https://planprovider.pro/provider/the-wagner-law-group) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,342,573

- **Estimated Expense Ratio:** 0.265% 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|$1,536,614|$748,767|$138,000|$37,850|—|

| 2023|$1,277,788|$704,705|$130,800|$33,450|—|

| 2022|$1,290,262|$732,126|$127,200|—|$267,533|

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- [Wilson-Mcshane Corporation](https://planprovider.pro/companies/wilson-mcshane-corporation-401k-plan) — 454 participants

- [Board Of Trustees, Midwest Teamsters Member 401(K)](https://planprovider.pro/companies/board-of-trustees-midwest-teamsters-member-401-k-plan) — 3,519 participants

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