Plan Snapshot
- Plan Sponsor: Teamsters Negotiated Pension Plan
- Sponsor EIN: 436196083
- Sponsor Address: 11400 CONCORD VILLAGE AVE, ST. LOUIS, MO, 631236973
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,158
- Total Assets: $712.5M
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 | 2,158 | $712.5M | $46.5M | $0 |
| 2023 | 2,256 | $682.7M | $48.2M | $0 |
| 2022 | 2,276 | $608.6M | $50.0M | $0 |
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 |
|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT | Investment Advisor | $178,293 | — | $178,293 |
| US BANCORP | Custodian / Trustee | $160,232 | — | $160,232 |
| COMMERCE TRUST COMPANY | Investment Advisor | $147,504 | — | $147,504 |
| BOYD WATTERSON ASSET MANAGEMENT | Investment Advisor | $118,694 | — | $118,694 |
| CENTERSQUARE INVESTMENT MGMT, LLC | Investment Advisor | $112,594 | — | $112,594 |
| INVESTMENT CONSULTANT SERVICES | Investment Advisor | $73,000 | — | $73,000 |
| KIEFER BONFANTI & CO. LLP | Auditor | $36,958 | — | $36,958 |
| HAMMOND AND SHINNERS, P.C. | ERISA Attorney | $26,826 | — | $26,826 |
| RHUMBLINE ADVISORS | Investment Advisor | $9,612 | — | $9,612 |
| MILLIMAN CONSULTANTS AND ACTUARIES | Actuary | $7,539 | — | $7,539 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIEFER BONFANTI & CO. LLP — Auditor
- MILLIMAN CONSULTANTS AND ACTUARIES — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $871,252
- Estimated Expense Ratio: 0.122% 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 | $1,822,728 | $833,266 | — | $36,958 | — |
| 2023 | $1,707,586 | $750,788 | — | $33,950 | — |
| 2022 | $1,678,778 | $812,143 | — | — | $121,687 |