Plan Snapshot
- Plan Sponsor: Teamsters Medicare Trust For Retired Employees
- Sponsor EIN: 436196082
- Sponsor Address: 11400 CONCORD VILLAGE AVE, ST. LOUIS, MO, 631236973
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,279
- Total Assets: $40.2M
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 | 2,279 | $40.2M | $3.0M | $2.8M |
| 2023 | 2,360 | $38.7M | $3.2M | $3.0M |
| 2022 | 2,438 | $35.7M | $3.2M | $3.0M |
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 |
|---|---|---|---|---|
| SEGAL CO. | Other Service Provider | $139,601 | — | $139,601 |
| COMMERCE TRUST | Other Service Provider | $31,143 | — | $31,143 |
| KIEFER BONFANTI & CO. LLP | Auditor | $29,500 | — | $29,500 |
| BOSTON TRUST | Other Service Provider | $20,735 | — | $20,735 |
| INVESTEMENT CONSULTANT SERVICES | Other Service Provider | $16,000 | — | $16,000 |
| HAMMOND AND SHINNERS, P.C. | Other Service Provider | $10,469 | — | $10,469 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIEFER BONFANTI & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $247,448
- Estimated Expense Ratio: 0.615% 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 | $1,171,820 | $80,502 | — | $24,000 | — |
| 2023 | $791,683 | $71,295 | — | $23,800 | — |
| 2022 | $799,801 | $43,075 | — | — | $90,859 |