Plan Snapshot
- Plan Sponsor: Jt Bd Of Admin Teamsters Local 211 Pension Fund
- Sponsor EIN: 251309337
- Sponsor Address: 1100 WASHINGTON AVENUE SUITE 304, CARNEGIE, PA, 15106
- Plan Type: DB
- Total Participants: 0
- Total Assets: $54.3M
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 | 0 | $54.3M | $709,648 | $0 |
| 2023 | 25 | $54.3M | $2.4M | $0 |
| 2022 | 26 | $52.0M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $65,040 | — | $65,040 |
| COZEN O'CONNOR | ERISA Attorney | $64,184 | — | $64,184 |
| TWIN CAPITAL MANAGEMENT, INC. | Other Service Provider | $55,334 | $1,643 | $56,977 |
| BILKEY KATZ INVESTMENT CONSULTANTS | Other Service Provider | $48,000 | — | $48,000 |
| ACRISURE | Other Service Provider | $46,140 | — | $46,140 |
| GW & K INVESTMENT MANAGMENT | Other Service Provider | $33,863 | — | $33,863 |
| ALBANESE SINCHAR AND SMITH | Other Service Provider | $10,700 | — | $10,700 |
| TEAMSTERS LOCAL UNION NO. 211 | Other Service Provider | $6,413 | — | $6,413 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COZEN O'CONNOR — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,317
- Estimated Expense Ratio: 0.610% 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 | $537,667 | $263,781 | $32,763 | $10,700 | — |
| 2023 | $408,819 | $188,734 | $23,535 | $10,500 | — |
| 2022 | $430,084 | $296,773 | $3,973 | — | $109,370 |