Plan Snapshot
- Plan Sponsor: Board Of Trustees Teamster Affiliates Pension Plan
- Sponsor EIN: 526128127
- Sponsor Address: 25 LOUISIANA AVENUE, NW, WASHINGTON, DC, 200012130
- Plan Type: DB
- Total Participants: 242
- Total Assets: $267.0M
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 | 242 | $267.0M | $10.0M | $0 |
| 2023 | 282 | $250.1M | $10.0M | $0 |
| 2022 | 282 | $234.1M | $15.0M | $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 |
|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMST | Other Service Provider | $493,565 | — | $493,565 |
| TRACEY SCOTT | Other Service Provider | — | $135,566 | $135,566 |
| GEORGE ASHU | Other Service Provider | — | $113,981 | $113,981 |
| LOUISA MARGARET SLAPPEY | Other Service Provider | — | $83,481 | $83,481 |
| THE SEGAL COMPANY | Other Service Provider | $81,902 | — | $81,902 |
| CARLA ROBLES | Other Service Provider | — | $77,903 | $77,903 |
| NOVAK FRANCELLA LLC | Auditor | $64,150 | — | $64,150 |
| ALEJANDRO MATTIUZZO | Other Service Provider | — | $47,601 | $47,601 |
| SEGAL MARCO ADVISORS | Other Service Provider | $43,975 | — | $43,975 |
| FEINBERG DUMONT & BRENNAN | Other Service Provider | $13,549 | — | $13,549 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,155,673
- Estimated Expense Ratio: 0.433% 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 | $1,857,521 | $858,589 | — | $64,150 | — |
| 2023 | $2,437,608 | $893,097 | — | $61,150 | — |
| 2022 | $2,327,258 | $1,014,261 | — | — | $135,700 |