# Board Of Trustees Teamsters Local 802 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-teamsters-local-802-annuity-fund-plan

> Board Of Trustees Teamsters Local 802 Annuity Fund's DC plan: 487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [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:** $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|

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