Plan Snapshot
- Plan Sponsor: Central Pennsylvania Teamsters Pension Fund, Trustees
- Sponsor EIN: 236262789
- Sponsor Address: 1055 SPRING STREET, WYOMISSING, PA, 196101747
- Plan Type: DB
- Total Participants: 5,287
- Total Assets: $1.5B
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 | 5,287 | $1.5B | $97.7M | $0 |
| 2023 | 5,424 | $1.4B | $98.1M | $0 |
| 2022 | 6,206 | $1.2B | $92.5M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $62,458 | — | $62,458 |
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: $62,458
- Estimated Expense Ratio: 0.004% 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 | $7,791,317 | $3,403,262 | — | $62,458 | — |
| 2023 | $7,195,141 | $3,243,106 | — | $61,958 | — |
| 2022 | $6,754,911 | $3,172,688 | — | — | $874,884 |