Plan Snapshot
- Plan Sponsor: Board Of Trustees Of United Teamster Annuity Fund
- Sponsor EIN: 237277344
- Sponsor Address: 2137 UTICA AVENUE, BROOKLYN, NY, 112343827
- Plan Type: DC
- Total Participants: 1,199
- Total Assets: $9.3M
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 | 1,199 | $9.3M | $1.8M | $0 |
| 2023 | 992 | $8.0M | $1.6M | $0 |
| 2022 | 837 | $6.4M | $1.2M | $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 |
|---|---|---|---|---|
| UNITED TEAMSTER FUND | Other Service Provider | $49,000 | — | $49,000 |
| SEGAL MARCO ADVISORS | Other Service Provider | $42,385 | — | $42,385 |
| CALIBRE CPA GROUP PLLC | Auditor | $20,460 | — | $20,460 |
| CARY KANE, PLLC | ERISA Attorney | $14,750 | — | $14,750 |
| PACIFIC INCOME ADVISORS | Other Service Provider | $11,100 | — | $11,100 |
| AMALGAMATED BANK | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,695
- Estimated Expense Ratio: 1.528% 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 | $172,500 | $64,898 | $49,000 | $20,460 | — |
| 2023 | $150,964 | $57,640 | $49,000 | $14,823 | — |
| 2022 | $143,165 | $57,939 | $48,995 | — | $23,012 |