# Board Of Trustees Of Teamsters Local 617 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-617-pension-fund-237356773-001

> Board Of Trustees Of Teamsters Local 617 Pension Fund's DB plan: 4 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 Of Teamsters Local 617 Pension Fund

- **Sponsor EIN:** 237356773

- **Sponsor Address:** 587 BERGEN BOULEVARD, RIDGEFIELD, NJ, 076570225

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $160.9M

## 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|4|$160.9M|$227,352|$0|

| 2023|4|$162.9M|$401,091|$0|

| 2022|5|$165.7M|$123,545|$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|

| LOOMIS SAYLES COMPANY|Other Service Provider|$218,612|—|$218,612|

| PATRICIA DEPASCALE|Other Service Provider|$126,609|—|$126,609|

| FIRST ACTUARIAL CONSULTING TEAM LLC|Other Service Provider|$69,033|—|$69,033|

| SLEVIN & HART, P.C.|ERISA Attorney|$60,928|—|$60,928|

| GROOM LAW GROUP|ERISA Attorney|$54,643|—|$54,643|

| SEGAL MARCO ADVISORS|Other Service Provider|$45,000|—|$45,000|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$37,670|—|$37,670|

| JANEMARIE SCARZAFAVA|Other Service Provider|$32,242|—|$32,242|

| MSPC|Auditor|$25,493|—|$25,493|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$10,592|—|$10,592|

| ANTHONY SIDOTI|Custodian / Trustee|$9,000|—|$9,000|

| GERALD WESBECKER|Custodian / Trustee|$9,000|—|$9,000|

| WILLIAM MCKEEVER|Custodian / Trustee|$9,000|—|$9,000|

| BURTON TREBOUR|Custodian / Trustee|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $715,322

- **Estimated Expense Ratio:** 0.444% 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|$1,980,304|$263,612|—|$25,493|—|

| 2023|$918,099|$248,988|—|$7,483|—|

| 2022|$610,434|$72,104|—|—|$170,625|

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