# Board Of Trustees Of Teamsters Life Insurance Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-life-insurance-trust-fund-237316778-501

> Board Of Trustees Of Teamsters Life Insurance Trust Fund's 401(k) plan: 5,069 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [NEW ENGLAND PENSION CONSULTANT](https://planprovider.pro/provider/milliman) — Recordkeeper

- [TRUCKER HUSS](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [BEESON, TAYER & BODINE](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — ERISA Attorney

- [STEPHEN HORN INSURANCE](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-teamsters-life-insurance-trust-fund-237316778-501)

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