Plan Snapshot
- Plan Sponsor: Board Of Trustees United Teamster Fund
- Sponsor EIN: 135549593
- Sponsor Address: 2137 UTICA AVENUE, BROOKLYN, NY, 11234
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,465
- Total Assets: $24.1M
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 | 2,465 | $24.1M | $52.7M | $126,775 |
| 2023 | 2,440 | $17.0M | $46.3M | $100,787 |
| 2022 | 2,404 | $16.4M | $42.3M | $130,091 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Other Service Provider | $1,097,556 | — | $1,097,556 |
| DJ O'GRADY CONSULTANTS LIMITED | Other Service Provider | $291,636 | — | $291,636 |
| MICHAEL HAFT | Other Service Provider | $184,661 | — | $184,661 |
| BELKIS HENRIQUEZ | Other Service Provider | $165,888 | — | $165,888 |
| BIBI AMENA AHMAD | Other Service Provider | $163,057 | — | $163,057 |
| DHANRAJEE KHAN | Other Service Provider | $138,596 | — | $138,596 |
| AGNES D. PATRICK | Other Service Provider | $137,586 | — | $137,586 |
| ALBERT FERNANDEZ | Other Service Provider | $130,280 | — | $130,280 |
| NILSA SANTIAGO-WILFOR | Other Service Provider | $128,780 | — | $128,780 |
| D. LAFOND CONSULTING | Other Service Provider | $125,255 | — | $125,255 |
| SANDRA ANTONUCCI | Other Service Provider | $121,722 | — | $121,722 |
| HILTON HOPE | Other Service Provider | $119,764 | — | $119,764 |
| FRANCES SAEZ | Other Service Provider | $111,392 | — | $111,392 |
| MARIA HENRIQUEZ | Other Service Provider | $110,425 | — | $110,425 |
| MICDALIA HARTKOPF | Other Service Provider | $105,941 | — | $105,941 |
| ELIZABETH MARTINEZ | Other Service Provider | $103,892 | — | $103,892 |
| DENISE ANA HABIB | Other Service Provider | $100,882 | — | $100,882 |
| RAQUEL L. ZAS | Other Service Provider | $99,478 | — | $99,478 |
| ANDREA OCONNOR | Other Service Provider | $99,393 | — | $99,393 |
| MARYANN CURRIE | Other Service Provider | $96,566 | — | $96,566 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $95,479 | — | $95,479 |
| BARRY REICH | Other Service Provider | $93,854 | — | $93,854 |
| UNITED HEALTHCARE INSURANCE CO. | Other Service Provider | $80,152 | — | $80,152 |
| CARY KANE, PLLC | ERISA Attorney | $73,479 | — | $73,479 |
| O'SULLIVAN AND ASSOCIATES | Other Service Provider | $59,347 | — | $59,347 |
| OPTUMRX, INC | Other Service Provider | $28,226 | $18,451 | $46,677 |
| CHARLIE ESPOSITO | Other Service Provider | $45,545 | — | $45,545 |
| CALIBRE CPA GROUP, PLLC | Auditor | $42,399 | — | $42,399 |
| PURE LOGIC | Other Service Provider | $40,832 | — | $40,832 |
| MILLER & MELLOMENT, CPAS | Other Service Provider | $40,550 | — | $40,550 |
| MADON MALIN, PC | Other Service Provider | $38,060 | — | $38,060 |
| DEALY, SILBERSTEIN & BRAVERMAN LLP | Other Service Provider | $36,940 | — | $36,940 |
| ALLIANT INSURANCE SERVICE, INC. | Other Service Provider | — | $11,732 | $11,732 |
| AUTOMATIC DATA PROCESSING, INC | Other Service Provider | $9,975 | — | $9,975 |
| CPS OPTICAL | Other Service Provider | $6,772 | — | $6,772 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $4,354,543
- Estimated Expense Ratio: 18.074% 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 | $3,793,902 | — | — | $42,399 | — |
| 2023 | $3,867,089 | — | — | $39,450 | — |
| 2022 | $3,678,692 | — | — | — | $346,214 |