# Teamsters Legal Defense Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/teamsters-legal-defense-trust-263361356-501

> Teamsters Legal Defense Trust's Health & Welfare plan: 7,741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [ALAN BILLER AND ASSOCIATES INC](https://planprovider.pro/provider/trucker-huss-apc) — 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|

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