# Trustees Of Area Teamsters Insurance Benefit Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-area-teamsters-insurance-benefit-plan-364250648-501

> Trustees Of Area Teamsters Insurance Benefit Plan's 401(k) plan: 3,828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Area Teamsters Insurance Benefit Plan

- **Sponsor EIN:** 364250648

- **Sponsor Address:** 7827 OGDEN AVENUE, LYONS, IL, 60534

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,828

- **Total Assets:** $1.8M

## 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|3,828|$1.8M|$4.3M|$4,429|

| 2023|3,687|$1.5M|$4.2M|$6,084|

| 2022|3,203|$1.2M|$4.0M|$14,830|

## 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|

| ELENA ORTIZ|Other Service Provider|$101,481|—|$101,481|

| CALIBRE CPA GROUP|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,481

- **Estimated Expense Ratio:** 6.207% 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|$174,028|—|—|$12,000|—|

| 2023|$156,929|—|—|$11,000|—|

| 2022|$173,083|—|—|—|$30,832|

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