# Board Of Trustees Of United Teamster Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-united-teamster-legal-services-fund-113128658-501

> Board Of Trustees Of United Teamster Legal Services Fund's Health & Welfare plan: 317 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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