# Teamsters Industrial Employees Pension Fund DB Plan
Source: https://planprovider.pro/companies/teamsters-industrial-employees-pension-fund-plan

> Teamsters Industrial Employees Pension Fund's DB plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamsters Industrial Employees Pension Fund

- **Sponsor EIN:** 226099363

- **Sponsor Address:** 303 MOLNAR DRIVE, ELMWOOD PARK, NJ, 074073213

- **Plan Type:** DB

- **Total Participants:** 477

- **Total Assets:** $74.5M

## 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|477|$74.5M|$6.1M|$0|

| 2023|438|$70.4M|$4.5M|$0|

| 2022|454|$67.0M|$2.6M|$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|

| THE SEGAL COMPANY|PROVIDES SVRS FOR REL EBP|$150,610|—|$150,610|

| TENJ WELFARE FUND|RELATED EMPLOYEE BEN PLAN|$110,064|—|$110,064|

| COHEN, LEDER, MONTALBANO & GROSSMAN|PROVIDES SVRS FOR REL EBP|$74,239|—|$74,239|

| SAGE ADVISORY SERVICES|PROVIDES SVRS FOR REL EBP|$41,273|—|$41,273|

| BARATZ & ASSOCIATES, P.A.|Auditor|$37,440|—|$37,440|

| WEAVER & TIDWELL LLP|PROVIDES SVRS FOR REL EBP|$31,479|—|$31,479|

| AMALGAMATED BANK|PROVIDES SVRS FOR REL EBP|$17,787|—|$17,787|

| BOSTON PARTNERS|PROVIDES SVRS FOR REL EBP|$13,187|—|$13,187|

| CHARTWELL INVESTMENT PARTNERS|PROVIDES SVRS FOR REL EBP|$8,231|—|$8,231|

| BRIDGEWAY BENEFIT TECHNOLOGIES|PROVIDES SVRS FOR REL EBP|$6,574|—|$6,574|

| STATE STREET GLOBAL ADVISORS|PROVIDES SVRS FOR REL EBP|$5,158|—|$5,158|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $496,042

- **Estimated Expense Ratio:** 0.666% 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|$870,484|$121,264|—|$37,440|—|

| 2023|$529,778|$93,480|—|$28,770|—|

| 2022|$1,392,102|$102,676|—|—|$230,113|

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