Plan Snapshot
- Plan Sponsor: Trustees Of Teamsters Union Local 293 Pension Plan
- Sponsor EIN: 510151830
- Sponsor Address: 5505 VALLEY BELT ROAD, UNIT D, INDEPENDENCE, OH, 441311447
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $97.1M
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 | 0 | $97.1M | $0 | $0 |
| 2023 | 0 | $93.9M | $0 | $0 |
| 2022 | 0 | $90.3M | $0 | $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 |
|---|---|---|---|---|
| INDEPENDENT FIDUCIARY | Other Service Provider | $48,750 | — | $48,750 |
| THE SEGAL COMPANY | Other Service Provider | $47,173 | — | $47,173 |
| CIUNI & PANICHI | Other Service Provider | $35,852 | — | $35,852 |
| KEY CORPORATION | Other Service Provider | $34,708 | — | $34,708 |
| ELIZABETH PETERKOSKI | Other Service Provider | $32,117 | — | $32,117 |
| BOSTON TRUST | Other Service Provider | $7,985 | — | $7,985 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,585
- Estimated Expense Ratio: 0.213% 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 | $376,716 | $91,443 | — | $35,852 | — |
| 2023 | $350,407 | $105,435 | — | $33,673 | — |
| 2022 | $350,144 | $113,374 | — | — | $69,273 |