Plan Snapshot
- Plan Sponsor: Board Of Trustees Of United Teamster Legal Services Fund
- Sponsor EIN: 113128658
- Sponsor Address: 2137 UTICA AVENUE, BROOKLYN, NY, 11234
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 317
- Total Assets: $105,185
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 | 317 | $105,185 | $53,739 | $0 |
| 2023 | 329 | $108,718 | $54,178 | $0 |
| 2022 | 313 | $112,714 | $49,273 | $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 |
|---|---|---|---|---|
| FELDMAN, KRAMER, AND MONACO | Other Service Provider | $30,864 | — | $30,864 |
| UNITED TEAMSTER FUND | Other Service Provider | $11,200 | — | $11,200 |
| CALIBRE CPA GROUP, PLLC | Auditor | $7,279 | — | $7,279 |
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: $49,343
- Estimated Expense Ratio: 46.911% 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 | $26,945 | — | $11,200 | $7,279 | — |
| 2023 | $27,110 | — | $11,200 | $7,248 | — |
| 2022 | $28,130 | — | $11,242 | — | $9,455 |