Plan Snapshot
- Plan Sponsor: Teamsters Legal Defense Trust
- Sponsor EIN: 263361356
- Sponsor Address: 25 LOUISIANA AVENUE, NW, WASHINGTON, DC, 20001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 7,741
- Total Assets: $3.6M
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 | 7,741 | $3.6M | $0 | $629,552 |
| 2023 | 6,810 | $3.0M | $0 | $575,178 |
| 2022 | 6,773 | $2.5M | $0 | $562,334 |
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 |
|---|---|---|---|---|
| AMERICAN LEGAL SERVICES INC | Other Service Provider | $227,047 | — | $227,047 |
| NOVAK FRANCELLA LLC | Auditor | $18,545 | — | $18,545 |
| LAW OFFICE OF LISA ELLIOTT | Other Service Provider | $16,253 | — | $16,253 |
| ANTHONY DE LUCA ESQ | Other Service Provider | $12,881 | — | $12,881 |
| ALAN BILLER AND ASSOCIATES INC | ERISA Attorney | $9,000 | — | $9,000 |
| EDICKMAN LAW FIRM | Other Service Provider | $8,450 | — | $8,450 |
| INT'L BROTHERHOOD OF TEAMSTERS | Other Service Provider | $6,756 | — | $6,756 |
| ALFREDO PARRISH, PLLC | Other Service Provider | $5,891 | — | $5,891 |
| E. LEE TURNER, JR | Other Service Provider | $5,438 | — | $5,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- ALAN BILLER AND ASSOCIATES INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $310,261
- Estimated Expense Ratio: 8.558% 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 | $283,948 | $4,500 | $227,047 | $18,545 | — |
| 2023 | $255,135 | $6,000 | $205,590 | $21,138 | — |
| 2022 | $269,412 | $6,000 | $201,304 | — | $22,551 |