International Brotherhood Of Teamsters Retirement & Family Protection
Sponsored by International Brotherhood Of Teamsters · EIN 530215427 · Plan #001
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 316
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pennantpark Investment Advisers, Llc CRD 143149 | fuzzy_auto · 94% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
| Meketa Investment Group Inc CRD 110601 | fuzzy_auto · 99% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pennant Park Investment Advisers | Investment management, Investment management fees (direct) | $288,894 |
| International Brotherhood Teamsters | Recordkeeping, Direct payment from the plan | $211,000 |
| The Segal Company | Actuarial, Direct payment from the plan | $161,536 |
| Blackstone | Investment management, Direct payment from the plan | $120,570 |
| Prudential Insurance Co Of America | Investment management, Investment management fees (direct) | $100,838 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $44,600 |
| Alan D. Biller & Associates, Inc. | Investment management, Direct payment from the plan | $36,000 |
| Meketa Investments Group | Investment advisory (plan), Direct payment from the plan | $16,667 |
| Jpmorgan Chase Bank, National Assoc | Investment management, Investment management fees (direct) | $15,413 |
| Amalgamated Bank Of Ny | Other services, Direct payment from the plan | $13,119 |
| Mellon Investments Corp. | Investment management, Investment management fees (direct) | $6,118 |
| Cathy Hayes | Employee (plan), Recordkeeping fees | $0 |
| Alejandro Mattiuzzo | $0 |