# Board Of Trustees Of Teamsters Local 814 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-pension-fund-plan

> Board Of Trustees Of Teamsters Local 814 Pension Fund's DB plan: 379 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 814 Pension Fund

- **Sponsor EIN:** 116234358

- **Sponsor Address:** 810 BELMONT AVENUE, NORTH HALEDON, NJ, 07508

- **Plan Type:** DB

- **Total Participants:** 379

- **Total Assets:** $92.8M

## 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|379|$92.8M|$5.5M|$0|

| 2023|393|$90.9M|$5.8M|$0|

| 2022|406|$86.7M|$7.5M|$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|

| NORTHERN NJ TEAMSTERS BENEFIT PLAN|NONE|$141,804|—|$141,804|

| JPMORGAN CHASE BANK, NA|NONE|$120,978|—|$120,978|

| SEGAL MARCO ADVISORS|NONE|$100,000|—|$100,000|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$76,000|—|$76,000|

| CALIBRE CPA GROUP, PLLC|AUDITOR|$61,019|—|$61,019|

| COHEN WEISS AND SIMON LLP|LEGAL COUNSEL|$49,907|—|$49,907|

| NORTHERN TRUST CORPORATION|NONE|$25,844|—|$25,844|

| SCHULTHEIS AND PANETTIERI LLP|NONE|$14,809|—|$14,809|

| FITZSIMMONS AND ABRAMS, LLP|NONE|$9,413|—|$9,413|

| PITTA LLP|NONE|$8,470|—|$8,470|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$6,914|$6,914|

### Verified Provider Profiles

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

- [JPMORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — AUDITOR

- [SCHULTHEIS AND PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [FITZSIMMONS AND ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $615,158

- **Estimated Expense Ratio:** 0.663% 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|$625,306|$125,844|$141,804|$38,843|—|

| 2023|$891,914|$437,727|$137,676|$38,548|—|

| 2022|$1,008,312|$456,569|$133,668|—|$291,812|

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