Plan Snapshot
- Plan Sponsor: Teamsters Joint Council No. 83 Of Virginia Pension Fund
- Sponsor EIN: 546097996
- Sponsor Address: 8814 FARGO ROAD, RICHMOND, VA, 232294673
- Plan Type: DB
- Total Participants: 2,815
- Total Assets: $1.5B
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 | 2,815 | $1.5B | $97.6M | $7,292 |
| 2023 | 3,008 | $1.4B | $101.0M | $1,423 |
| 2022 | 3,126 | $1.2B | $103.1M | $927 |
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 PLLC | Auditor | $67,750 | — | $67,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,750
- Estimated Expense Ratio: 0.005% 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 | $7,931,749 | $4,255,909 | — | $67,750 | — |
| 2023 | $6,318,674 | $4,315,623 | — | $65,800 | — |
| 2022 | $11,137,311 | $5,098,239 | — | — | $502,570 |