# Jt Board Of Trustees Teamsters DB Plan
Source: https://planprovider.pro/companies/jt-board-of-trustees-teamsters-510175810-002

> Jt Board Of Trustees Teamsters's DB plan: 750 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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