# Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-teamsters-local-639-employers-pension-trust-plan

> Joint Board Of Trustees Teamsters Local 639 - Employers Pension Trust's DB plan: 3,542 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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