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 |
|---|---|---|---|---|
| PENNANT PARK INVESTMENT ADVISERS | Other Service Provider | $288,894 | — | $288,894 |
| INTERNATIONAL BROTHERHOOD TEAMSTERS | Other Service Provider | $211,000 | — | $211,000 |
| THE SEGAL COMPANY | Other Service Provider | $161,536 | — | $161,536 |
| CATHY HAYES | Other Service Provider | — | $134,576 | $134,576 |
| BLACKSTONE | Other Service Provider | $120,570 | — | $120,570 |
| PRUDENTIAL INSURANCE CO OF AMERICA | Recordkeeper | $100,838 | — | $100,838 |
| ALEJANDRO MATTIUZZO | Other Service Provider | — | $45,521 | $45,521 |
| NOVAK FRANCELLA LLC | Auditor | $44,600 | — | $44,600 |
| ALAN D. BILLER & ASSOCIATES, INC. | ERISA Attorney | $36,000 | — | $36,000 |
| MEKETA INVESTMENTS GROUP | Other Service Provider | $16,667 | — | $16,667 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $15,413 | — | $15,413 |
| AMALGAMATED BANK OF NY | Other Service Provider | $13,119 | — | $13,119 |
| MELLON INVESTMENTS CORP. | Other Service Provider | $6,118 | — | $6,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO OF AMERICA — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- ALAN D. BILLER & ASSOCIATES, INC. — ERISA Attorney
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,194,852
- Estimated Expense Ratio: 0.784% 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 |