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 |
|---|---|---|---|---|
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $758,147 | — | $758,147 |
| BENESYS, INC. | Recordkeeper | $728,202 | — | $728,202 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $619,075 | — | $619,075 |
| POST ADVISORY GROUP LLC | Other Service Provider | $589,613 | — | $589,613 |
| COLUMBIA ASSET MANAGEMENT | Other Service Provider | $575,817 | — | $575,817 |
| ATLANTA CAPITAL MANAGEMENT | Other Service Provider | $556,637 | — | $556,637 |
| CHEVY CHASE TUST COMPANY | Other Service Provider | $477,605 | — | $477,605 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $424,834 | — | $424,834 |
| COMERICA BANK | Other Service Provider | $325,177 | — | $325,177 |
| MOONEY, GREEN, SAINDON, MURPHY & WE | Other Service Provider | $308,927 | — | $308,927 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $294,000 | — | $294,000 |
| CHEIRON | Other Service Provider | $218,029 | — | $218,029 |
| MORGAN, LEWIS & BOCKIUS, LLP | ERISA Attorney | $175,975 | — | $175,975 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $96,328 | — | $96,328 |
| CALIBRE CPA GROUP | Other Service Provider | $90,086 | — | $90,086 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $84,425 | — | $84,425 |
| F/M INVESTMENTS, LLC | Other Service Provider | $67,106 | — | $67,106 |
| C.S. MCKEE INVEST | Other Service Provider | $38,863 | — | $38,863 |
| SEGAL, BRYANT & HAMILL LLC | Other Service Provider | $37,431 | — | $37,431 |
| JOHN GIBSON | Custodian / Trustee | $20,490 | — | $20,490 |
| ERIC WEISS | Custodian / Trustee | $20,490 | — | $20,490 |
| FORREST HARVEY | Custodian / Trustee | $20,490 | — | $20,490 |
| FRANK STEGMAN | Custodian / Trustee | $20,490 | — | $20,490 |
| PHILIP GILES | Custodian / Trustee | $20,490 | — | $20,490 |
| RAYMOND HOWARD | Custodian / Trustee | $20,490 | — | $20,490 |
| THOMAS RATLIFF | Custodian / Trustee | $20,490 | — | $20,490 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $17,837 | — | $17,837 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS & BOCKIUS, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,627,544
- Estimated Expense Ratio: 0.383% 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 |