Plan Snapshot
- Plan Sponsor: Teamsters Insurance Premium Reimbursement Fund
- Sponsor EIN: 266704198
- Sponsor Address: 8814 FARGO ROAD, RICHMOND, VA, 23229
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 226
- Total Assets: $659,632
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 | 226 | $659,632 | $0 | $65,404 |
| 2023 | 198 | $647,312 | $0 | $71,707 |
| 2022 | 200 | $635,881 | $0 | $62,475 |
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 | Auditor | $12,358 | — | $12,358 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $5,434 | — | $5,434 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,792
- Estimated Expense Ratio: 2.697% 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 | $49,280 | — | — | $12,358 | — |
| 2023 | $59,592 | — | — | $11,821 | — |
| 2022 | $62,466 | — | — | — | $10,001 |