Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund
- Sponsor EIN: 135505746
- Sponsor Address: 265 WEST 14TH STREET, NEW YORK, NY, 100117103
- Plan Type: DB
- Total Participants: 253
- Total Assets: $43.6M
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 | 253 | $43.6M | $2.6M | $0 |
| 2023 | 254 | $39.1M | $2.2M | $0 |
| 2022 | 269 | $35.7M | $1.5M | $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 |
|---|---|---|---|---|
| STACEY BRAUN | NONE | $133,977 | — | $133,977 |
| THE SEGAL COMPANY (EASTERN STATES) | NONE | $68,720 | — | $68,720 |
| MD SASS ASSOCIATES, INC. | NONE | $45,631 | — | $45,631 |
| LISA GASTON | EMPLOYEE | $43,835 | — | $43,835 |
| JODIANNE O'TOOLE | EMPLOYEE | $40,699 | — | $40,699 |
| CALIBRE CPA GROUP PLLC | AUDITOR | $37,024 | — | $37,024 |
| SEGAL MARCO ADVISORS | NONE | $27,833 | — | $27,833 |
| US BANK N.A. | NONE | $18,851 | — | $18,851 |
| COHEN WEISS AND SIMON LLP | LEGAL COUNSEL | $9,400 | — | $9,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $425,970
- Estimated Expense Ratio: 0.976% 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 | $650,331 | $214,941 | — | $37,024 | — |
| 2023 | $612,636 | $183,774 | — | $31,240 | — |
| 2022 | $595,090 | $196,375 | — | — | $107,016 |