Teamsters Union No. 142 Pension Fund
Sponsored by Trustees Of Teamsters Union No. 142 Pension Fund · EIN 516051034 · Plan #001
- Total assets
- $639M
- Net assets
- $637M
- Active participants
- 2,035
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Macquarie Investment Management Europe Limited CRD 284603 | fuzzy_auto · 93% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Pnc Capital Advisors Llc CRD 151829 | deterministic · 100% | 2024 |
| Johnson Wealth Management, Llc CRD 123105 | fuzzy_auto · 95% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prudential Insurance Company | Investment management, Investment management fees (direct) | $451,458 |
| Macquarie Investment Management | Investment management, Investment management fees (direct), Soft dollars commissions | $389,900 |
| J.P. Morgan Investment Management | Investment management, Investment management fees (direct) | $261,646 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $222,800 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $171,574 |
| Boston Trust And Investment | Investment management, Investment management fees (direct), Soft dollars commissions | $169,123 |
| Jay Smith | Plan administrator, Employee (plan), Direct payment from the plan | $145,051 |
| Amalgamated Bank Of Chicago | Contract administrator, Custodial (securities), Investment management | $121,629 |
| Investment Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $104,000 |
| Michelle Arroyo | Employee (plan), Direct payment from the plan | $99,710 |
| Amy Volochati | Employee (plan), Direct payment from the plan | $98,952 |
| Slc Management | Investment management, Investment management fees (direct) | $82,513 |
| Christina Hernandez | Employee (plan), Direct payment from the plan | $79,918 |
| Pnc Capital Advisors | Investment management, Investment management fees (direct) | $58,948 |
| Asher, Gittler & D'alba, Ltd. | Legal, Direct payment from the plan | $54,980 |
| Ledbetter Partners Llc | Legal, Direct payment from the plan | $45,215 |
| Johnson Asset Management | Investment management, Investment management fees (direct) | $25,477 |
| Jbm Computer Consultants, Inc. | Consulting (general), Other services, Direct payment from the plan | $23,911 |
| Abel Noser Holdings, Llc | Investment advisory (plan), Direct payment from the plan | $17,325 |
| Rhumbline Advisers | Investment management, Investment management fees (direct), Soft dollars commissions | $7,557 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $7,198 |
| Union Insurance Group | Insurance agents and brokers, Insurance brokerage commissions | $0 |