Plan Snapshot
- Plan Sponsor: International Brotherhood Of Teamsters
- Sponsor EIN: 530215427
- Sponsor Address: 25 LOUISIANA AVE., N.W., WASHINGTON, DC, 200012130
- Plan Type: DB
- Total Participants: 316
- Total Assets: $152.3M
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 | 316 | $152.3M | $16.0M | $0 |
| 2023 | 314 | $131.8M | $16.0M | $0 |
| 2022 | 278 | $144.2M | $16.0M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $44,601 | — | $44,601 |
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: $44,601
- Estimated Expense Ratio: 0.029% 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 | $1,064,665 | $586,355 | — | $44,601 | — |
| 2023 | $1,014,337 | $242,492 | — | $42,500 | — |
| 2022 | $1,011,799 | $281,961 | — | — | $341,085 |