Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Life Insurance Trust Fund
- Sponsor EIN: 237316778
- Sponsor Address: 4160 DUBLIN BLVD SUITE 100, DUBLIN, CA, 94588
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,069
- Total Assets: $37.2M
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 | 5,069 | $37.2M | $190,353 | $0 |
| 2023 | 5,820 | $35.6M | $194,208 | $0 |
| 2022 | 5,893 | $34.3M | $190,027 | $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 |
|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMIN. | Other Service Provider | $458,662 | — | $458,662 |
| WITHUMSMITH+BROWN, PC | Auditor | $78,041 | — | $78,041 |
| JANUS HENDERSON INVESTORS US LLC | Other Service Provider | $62,921 | — | $62,921 |
| AMERICAN CORE REALTY FUND, LLC | Other Service Provider | $42,433 | — | $42,433 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $34,710 | — | $34,710 |
| UBEO WEST, LLC | Other Service Provider | $33,805 | — | $33,805 |
| NLR BENEFITS | Other Service Provider | $30,000 | — | $30,000 |
| NEW ENGLAND PENSION CONSULTANT | Recordkeeper | $29,059 | — | $29,059 |
| FOSTER & FOSTER | Other Service Provider | $22,000 | — | $22,000 |
| TRUCKER HUSS | ERISA Attorney | $21,197 | — | $21,197 |
| BEESON, TAYER & BODINE | ERISA Attorney | $17,260 | — | $17,260 |
| COMERICA BANK | Other Service Provider | $15,071 | $2 | $15,073 |
| STEPHEN HORN INSURANCE | Investment Advisor | — | $8,347 | $8,347 |
| ZIEGLER CAPITAL MANAGEMENT | Other Service Provider | $7,100 | — | $7,100 |
| JERRY HAMMACK | Custodian / Trustee | $6,798 | — | $6,798 |
| DICK MUTO | Custodian / Trustee | $6,650 | — | $6,650 |
| DARRELL PRATT | Custodian / Trustee | $5,683 | — | $5,683 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- NEW ENGLAND PENSION CONSULTANT — Recordkeeper
- TRUCKER HUSS — ERISA Attorney
- BEESON, TAYER & BODINE — ERISA Attorney
- STEPHEN HORN INSURANCE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $879,739
- Estimated Expense Ratio: 2.367% 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 | $962,127 | $152,525 | $447,000 | $57,241 | — |
| 2023 | $771,447 | $144,171 | $312,415 | $39,340 | — |
| 2022 | $548,289 | $160,770 | $119,496 | — | $156,952 |