# Board Of Trustees Of The Indiana Teamsters Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-indiana-teamsters-pension-plan-plan

> Board Of Trustees Of The Indiana Teamsters Pension Plan's DB plan: 1,283 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 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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