New England Teamsters Pension Fund
Sponsored by New England Teamsters Pension Fund · EIN 046372430 · Plan #001 · Burlington, MA
- Total assets
- $9.1B
- Net assets
- $9.1B
- Active participants
- 21,670
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 96% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Driehaus Capital Management Llc CRD 105757 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $980,000 |
| Union Insurance Group | Insurance services, Direct payment from the plan | $805,337 |
| State Street Global Advisors | Investment management, Investment management fees (direct), Custodial (other) | $661,539 |
| Morgan, Lewis & Bockius | Legal, Direct payment from the plan | $639,508 |
| Legal & General Investment Manageme | Direct payment from the plan, Investment management | $541,927 |
| Loomis Sayles | Direct payment from the plan, Investment management | $540,809 |
| Feinberg, Dumont & Brennan | Legal, Direct payment from the plan | $424,454 |
| Edward Groden | Employee (plan), Direct payment from the plan | $423,107 |
| Daniel Greene | Employee (plan), Direct payment from the plan | $419,626 |
| Boston Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $395,885 |
| Driehaus Capital Management | Investment management, Soft dollars commissions, Investment management fees (direct) | $379,894 |
| J.P. Morgan | Direct payment from the plan, Investment management | $375,829 |
| Sean Hackett | Employee (plan), Direct payment from the plan | $293,151 |
| Gamco | Investment management, Direct payment from the plan | $288,863 |
| State Street Bank & Trust | Trustee (directed), Investment management, Other fees | $269,500 |
| Jeffrey Parkinson | Employee (plan), Direct payment from the plan | $216,759 |
| Sb Fernandes & Company | Direct payment from the plan, Other services | $215,858 |
| Heather Leclerc | Employee (plan), Direct payment from the plan | $197,522 |
| Keystone 74 Benefits & Admin | Actuarial, Direct payment from the plan | $173,200 |
| Melanie Symond | Employee (plan), Direct payment from the plan | $154,106 |
| Matthew Casserly | Employee (plan), Direct payment from the plan | $150,544 |
| Darcangelo & Co.,Llp | Accounting, Direct payment from the plan | $145,380 |
| Patricia Veneziano | Employee (plan), Direct payment from the plan | $141,507 |
| Jesse Ross | Employee (plan), Direct payment from the plan | $133,309 |
| Morgan Breen | Employee (plan), Direct payment from the plan | $132,809 |
| Erin Hogan | Employee (plan), Direct payment from the plan | $130,549 |
| Joanne Langone | Employee (plan), Direct payment from the plan | $130,012 |
| Sarah M. O'brien | Direct payment from the plan, Employee (plan) | $129,742 |
| Eileen Savoia | Employee (plan), Direct payment from the plan | $129,445 |
| Tammy Leclerc | Employee (plan), Direct payment from the plan | $127,077 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $122,313 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $112,500 |
| Karen Doran | Employee (plan), Direct payment from the plan | $101,893 |
| Mike Stanton | Employee (plan), Direct payment from the plan | $74,765 |
| Great Lakes Advisors | Investment management, Investment management fees (direct) | $65,513 |
| Nasdaq Evestment | Direct payment from the plan, Other services | $55,994 |
| Rena Gyftopoulous Aia, Leed Ap | Other services, Direct payment from the plan | $49,957 |
| Pj Green, Inc. | Other services | $43,054 |
| Vintage | Other services, Direct payment from the plan | $40,263 |
| Insight North America Llc | Investment management fees (direct), Investment management | $39,314 |
| Ziegler Capital Mgmt, Llc | Direct payment from the plan, Investment management | $37,286 |
| Cbiz | Actuarial, Direct payment from the plan | $37,225 |
| Focus Holdings Llc | Direct payment from the plan, Other services | $30,624 |
| Adp | Other services, Direct payment from the plan | $27,229 |
| Pitney Bowes Bank, Inc | Other services, Direct payment from the plan | $27,000 |
| Abl Technologies | Direct payment from the plan, Other services | $25,020 |
| Pension Benefit Info, Llc | Direct payment from the plan, Other services | $22,995 |
| Connectivity Systems, Inc. | Other services, Direct payment from the plan | $22,972 |
| Newmark Knight Frank | Direct payment from the plan, Valuation | $21,500 |
| Recent Communications, Inc | Other services, Direct payment from the plan | $21,120 |
| Lansa | Other services, Direct payment from the plan | $20,390 |
| Cloudfirst Technologies Corp | Direct payment from the plan, Other services | $17,614 |
| Bostonian Enterprises, Inc. | Direct payment from the plan, Other services | $17,100 |
| Ibm Corporation | Other services, Direct payment from the plan | $16,292 |
| Collaborative Insurance Solutions | Insurance services, Direct payment from the plan | $12,495 |
| Vormittag Associates, Inc. | Direct payment from the plan, Other services | $12,380 |
| Mhc Software Holdings | Other services, Direct payment from the plan | $12,020 |
| Pitney Bowes Inc | Other services, Direct payment from the plan | $11,651 |
| American Alarm | Other services, Direct payment from the plan | $9,310 |
| Cyberhive | Direct payment from the plan, Other services | $9,150 |
| National Coordinating | Other services, Direct payment from the plan | $9,000 |
| Christopher Langan | Trustee (individual), Direct payment from the plan | $5,339 |