# Teamsters Medicare Trust For Retired Employees 401(k) Plan
Source: https://planprovider.pro/companies/teamsters-medicare-trust-for-retired-employees-436196082-501

> Teamsters Medicare Trust For Retired Employees's 401(k) plan: 2,279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kiefer-bonfanti-and-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|

## Similar Plans

- [Ctos, LLC](https://planprovider.pro/companies/ctos-llc-811853358-501) — 2,456 participants

- [Lds Transportation Holdings, LLC](https://planprovider.pro/companies/lds-transportation-holdings-llc-401k-plan) — 562 participants

- [Teamsters Local Union No 541 Vacation-Holiday Fund](https://planprovider.pro/companies/teamsters-local-union-no-541-vacation-holiday-fund-436183681-501) — 277 participants

- [American Central Transport, INC.](https://planprovider.pro/companies/american-central-transport-inc-362447454-501) — 256 participants

- [Rapid Response, INC.](https://planprovider.pro/companies/rapid-response-inc-plan) — 65 participants

- [Select Fleet Transportation, INC.](https://planprovider.pro/companies/select-fleet-transportation-inc-401k-plan) — 31 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teamsters-medicare-trust-for-retired-employees-436196082-501)

© 2026 PlanProvider.Pro