Plan Snapshot
- Plan Sponsor: Board Of Trustees Of United Teamster Pension Fund A
- Sponsor EIN: 135660513
- Sponsor Address: 2137 UTICA AVENUE, BROOKLYN, NY, 112343827
- Plan Type: DB
- Total Participants: 2,004
- Total Assets: $342.7M
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 | 2,004 | $342.7M | $19.6M | $0 |
| 2023 | 2,008 | $304.9M | $19.3M | $0 |
| 2022 | 2,041 | $264.2M | $19.5M | $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 |
|---|---|---|---|---|
| MERRILL LYNCH | Investment Advisor | $1,333,188 | — | $1,333,188 |
| UNITED TEAMSTER FUND | Other Service Provider | $488,000 | — | $488,000 |
| AUTOMATIC DATA PROCESSING, INC. | Other Service Provider | $103,030 | — | $103,030 |
| O'SULLIVAN ASSOCIATES | Other Service Provider | $88,800 | — | $88,800 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $82,636 | — | $82,636 |
| PBI RESEARCH SERVICES | Other Service Provider | $71,075 | — | $71,075 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $51,379 | — | $51,379 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $42,000 | — | $42,000 |
| CALIBRE CPA GROUP PLLC | Auditor | $36,749 | — | $36,749 |
| MADON MALIN PC | Other Service Provider | $28,390 | — | $28,390 |
| DEALY, SILBERSTEIN & BRAVERMAN LLP | Other Service Provider | $24,545 | — | $24,545 |
| CARY KANE, PLLC | ERISA Attorney | $23,600 | — | $23,600 |
| ALLIANT INSURANCE SERVICE, INC. | Other Service Provider | — | $17,968 | $17,968 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
- 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: $2,391,360
- Estimated Expense Ratio: 0.698% 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 | $2,712,173 | $1,333,187 | $488,000 | $36,749 | — |
| 2023 | $2,564,016 | $1,224,656 | $488,000 | $33,400 | — |
| 2022 | $2,453,485 | $1,241,686 | $499,292 | — | $192,612 |