Plan Snapshot
- Plan Sponsor: Trustees Of Transportation Comm International Union Pension Fund
- Sponsor EIN: 166114794
- Sponsor Address: 425 EAGLE ROCK AVENUE, SUITE 105, ROSELAND, NJ, 07068
- Plan Type: DB
- Total Participants: 1,283
- Total Assets: $69.5M
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 | 1,283 | $69.5M | $3.8M | $0 |
| 2023 | 1,197 | $63.4M | $3.4M | $0 |
| 2022 | 1,167 | $55.6M | $3.6M | $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 |
|---|---|---|---|---|
| FABIAN BYRN LLC | NONE | $150,000 | — | $150,000 |
| SEGALL BRYANT HAMILL | NONE | $94,322 | — | $94,322 |
| LISA CERBES | EMPLOYEE | $71,395 | — | $71,395 |
| CHEIRON | NONE | $64,456 | — | $64,456 |
| BREDHOFF & KAISER PLLC | NONE | $51,580 | — | $51,580 |
| LEGACY PROFESSIONALS LLP | NONE | $47,785 | — | $47,785 |
| AMALGAMATED BANK OF CHICAGO | NONE | $16,087 | — | $16,087 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER PLLC — NONE
- LEGACY PROFESSIONALS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $495,625
- Estimated Expense Ratio: 0.713% 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 | $670,671 | $94,322 | $150,000 | $36,000 | — |
| 2023 | $688,186 | $86,368 | — | $36,000 | — |
| 2022 | $581,028 | $100,854 | — | — | $182,008 |