Plan Snapshot
- Plan Sponsor: Transport Workers Union Of Amer Afl-Cio Local 100 Staff Pension Plan
- Sponsor EIN: 131395076
- Sponsor Address: 195 MONTAGUE STREET, BROOKLYN, NY, 112013631
- Plan Type: DB
- Total Participants: 96
- Total Assets: $40.5M
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 | 96 | $40.5M | $2.5M | $60,887 |
| 2023 | 107 | $35.9M | $2.5M | $56,508 |
| 2022 | 114 | $31.6M | $500,000 | $49,631 |
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 |
|---|---|---|---|---|
| PITTA LLP | ATTORNEY | $104,301 | — | $104,301 |
| FIRST ACTUARIAL CONSULTING | ACTUARY | $93,250 | — | $93,250 |
| SEGAL MARCO ADVISORS | INVESTMENT MANAGER | $30,000 | — | $30,000 |
| STATE STREET GLOBAL ADVISORS | INVESTMENT MANAGER | $15,717 | — | $15,717 |
| ROGOFF & COMPANY PC | AUDITOR | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,268
- Estimated Expense Ratio: 0.623% 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 | $587,476 | $45,717 | — | $9,000 | — |
| 2023 | $592,541 | $41,308 | — | $8,250 | — |
| 2022 | $528,731 | $41,363 | — | — | $440,050 |