Plan Snapshot
- Plan Sponsor: Board Of Trustees Teamsters Local 802 Annuity Fund
- Sponsor EIN: 270970217
- Sponsor Address: 2070 DEER PARK AVE. 1ST FLOOR, DEER PARK, NY, 117292134
- Plan Type: DC
- Total Participants: 487
- Total Assets: $142.6M
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 | 487 | $142.6M | $2.4M | $480,801 |
| 2023 | 474 | $140.2M | $2.6M | $0 |
| 2022 | 476 | $139.9M | $2.8M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | NONE | — | $66,883 | $66,883 |
| KELLIANNE MCINNIS | EMPLOYEE | $60,647 | — | $60,647 |
| TAMMY TAMBURELLO | EMPLOYEE | $56,059 | — | $56,059 |
| MORGAN STANLEY SMITH BARNEY, LLC | NONE | $45,000 | — | $45,000 |
| CALIBRE CPA GROUP PLLC | AUDITOR | $31,181 | — | $31,181 |
| CARY KANE, PLLC | LEGAL COUNSEL | $17,606 | — | $17,606 |
| TARTER KRINSKY & DROGIN LLP | NONE | $12,266 | — | $12,266 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVS — NONE
- MORGAN STANLEY SMITH BARNEY, LLC — NONE
- 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: $289,642
- Estimated Expense Ratio: 0.203% 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 | $328,486 | $45,000 | — | $31,181 | — |
| 2023 | $295,209 | $45,000 | — | $28,108 | — |
| 2022 | $344,731 | $45,000 | — | — | $49,962 |