# Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-joint-council-no-16-pension-fund-plan

> Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund's DB plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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