# Board Of Trustees Of United Teamster Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-united-teamster-annuity-fund-plan

> Board Of Trustees Of United Teamster Annuity Fund's DC plan: 1,199 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 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|

| CALIBRE CPA GROUP, PLLC|Auditor|$20,460|—|$20,460|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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:** $20,460

- **Estimated Expense Ratio:** 0.219% 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|

## Similar Plans

- [Board Of Trustees Of United Teamster Pension Fund A](https://planprovider.pro/companies/board-of-trustees-of-united-teamster-pension-fund-a-plan) — 2,004 participants

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