Plan Snapshot
- Plan Sponsor: Board Of Trustees, Teamsters Life With Dues Benefit Plan
- Sponsor EIN: 911691238
- Sponsor Address: 2323 EASTLAKE AVENUE EAST, SEATTLE, WA, 98102
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 213,620
- Total Assets: $30.5M
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 | 213,620 | $30.5M | $2.0M | $0 |
| 2023 | 207,161 | $26.1M | $2.0M | $0 |
| 2022 | 210,305 | $21.7M | $2.0M | $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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC | Other Service Provider | $145,845 | — | $145,845 |
| SERVICE PRINTING COMPANY, INC | Other Service Provider | $91,185 | — | $91,185 |
| WITHUMSMITH+BROWN, PC | Auditor | $21,913 | — | $21,913 |
| REID, BALLEW & LEAHY & HOLLAND LLP | Other Service Provider | $16,712 | — | $16,712 |
| PRUDENTIAL TRUST CO | Other Service Provider | $16,180 | — | $16,180 |
| A.J. LONGO & ASSOCIATES | Other Service Provider | $13,050 | — | $13,050 |
| WELLS FARGO BANK | Other Service Provider | $10,272 | — | $10,272 |
| ALAN D. BILLER & ASSOCIATES | ERISA Attorney | $9,900 | — | $9,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- ALAN D. BILLER & ASSOCIATES — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $325,057
- Estimated Expense Ratio: 1.064% 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 | $324,647 | $26,080 | $142,860 | $21,913 | — |
| 2023 | $284,329 | $23,709 | $138,420 | $19,408 | — |
| 2022 | $261,901 | $22,384 | $122,098 | — | $27,769 |