# Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-union-local-no-142-annuity-fund-plan

> Board Of Trustees Of Teamsters Union Local No.142 Annuity Fund's DC plan: 1,330 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 Union Local No.142 Annuity Fund

- **Sponsor EIN:** 273032105

- **Sponsor Address:** 1300 CLARK ROAD, GARY, IN, 46404

- **Plan Type:** DC

- **Total Participants:** 1,330

- **Total Assets:** $55.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,330|$55.2M|$7.3M|$372,749|

| 2023|1,219|$46.4M|$6.7M|$354,416|

| 2022|1,102|$37.1M|$6.2M|$315,701|

## 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|

| MILLIMAN|NONE|$99,718|—|$99,718|

| JAY SMITH|EMPLOYEE|$82,154|—|$82,154|

| CAPFINANCIAL PARTNERS, LLC|NONE|$27,500|—|$27,500|

| LEGACY PROFESSIONALS LLP|NONE|$20,675|—|$20,675|

| MATRIX TRUST COMPANY|NONE|$10,515|—|$10,515|

| ASHER GITTLER & D'ALBA LTD|NONE|$9,600|—|$9,600|

| BMO HARRIS BANK N.A.|NONE|$7,737|—|$7,737|

| LEDBETTER PARTNERS LLC|NONE|$5,189|—|$5,189|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $263,088

- **Estimated Expense Ratio:** 0.476% 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|$375,562|$27,500|$99,718|$14,175|—|

| 2023|$422,809|$27,500|$90,607|$13,500|—|

| 2022|$302,840|$37,233|$71,581|—|$42,898|

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