Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust
- Sponsor EIN: 530237142
- Sponsor Address: BENESYS, INC., WASHINGTON, DC, 200181513
- Plan Type: DB
- Total Participants: 3,542
- Total Assets: $1.7B
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 | 3,542 | $1.7B | $93.0M | $6.2M |
| 2023 | 4,123 | $1.6B | $94.9M | $6.1M |
| 2022 | 4,128 | $1.5B | $96.8M | $6.2M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $58,700 | — | $58,700 |
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: $58,700
- Estimated Expense Ratio: 0.003% 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 | $9,172,743 | $6,589,579 | $728,202 | $58,700 | — |
| 2023 | $8,429,490 | $5,683,477 | $700,404 | $56,450 | — |
| 2022 | $9,530,976 | $6,519,323 | $1,261,126 | — | $713,804 |