Plan Snapshot
- Plan Sponsor: Jt Board Of Trustees Teamsters
- Sponsor EIN: 510175810
- Sponsor Address: 6007 S. HARDING STREET, INDIANAPOLIS, IN, 462179597
- Plan Type: DB
- Plan Number: 002
- Total Participants: 750
- Total Assets: $102.6M
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 | 750 | $102.6M | $4.9M | $0 |
| 2023 | 744 | $101.5M | $5.3M | $0 |
| 2022 | 800 | $91.3M | $4.9M | $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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $484,012 | — | $484,012 |
| UNITED ACTUARIAL | Actuary | $49,500 | — | $49,500 |
| PARAMOUNT CONSULTING | Recordkeeper | $37,500 | — | $37,500 |
| PILE CPAS | Auditor | $24,400 | — | $24,400 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $15,113 | — | $15,113 |
| HEALTH BENEFITS FUND | Other Service Provider | $6,703 | — | $6,703 |
| INTERNATIONAL FOUNDATION OF EMPLOYE | Other Service Provider | $5,375 | — | $5,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $622,603
- Estimated Expense Ratio: 0.607% 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 | $767,757 | $484,371 | $37,500 | — | — |
| 2023 | $725,746 | $438,471 | $36,000 | $23,100 | — |
| 2022 | $656,278 | $429,590 | — | — | $71,957 |