Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Indiana Teamsters Pension Plan
- Sponsor EIN: 351792964
- Sponsor Address: 6007 S. HARDING STREET, INDIANAPOLIS, IN, 462179597
- Plan Type: DB
- Total Participants: 1,283
- Total Assets: $100.6M
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 | 1,283 | $100.6M | $7.5M | $0 |
| 2023 | 1,101 | $88.7M | $7.4M | $0 |
| 2022 | 1,100 | $74.9M | $6.1M | $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 |
|---|---|---|---|---|
| OTLEY INVESTMENT FIDUCIARY SOLUTION | INVESTMENT MANAGEMENT | $395,237 | — | $395,237 |
| PARAMOUNT HEALTH | CONSULTANT/ACCOUNTANT | $37,270 | — | $37,270 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAL SERVICES | $33,701 | — | $33,701 |
| PILE CPAS | AUDITOR | $33,000 | — | $33,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | OTHER | $28,495 | — | $28,495 |
| UNITED ACTUARIAL SERVICES | ACTUARY | $25,100 | — | $25,100 |
| LEDBETTER PARTNERS, LLC | LEGAL SERVICES | $10,267 | — | $10,267 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — CUSTODIAL SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $563,070
- Estimated Expense Ratio: 0.560% 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 | $689,397 | $428,938 | — | $33,000 | — |
| 2023 | $616,339 | $362,948 | — | $40,500 | — |
| 2022 | $556,655 | $314,614 | $28,955 | — | $96,902 |