Teamsters Local 802 Annuity Fund
Sponsored by Board Of Trustees Teamsters Local 802 Annuity Fund · EIN 270970217 · Plan #001 · Deer Park, NY
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 487
- With balances
- 779
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kellianne Mcinnis | Employee (plan) | $60,647 |
| Tammy Tamburello | Employee (plan) | $56,059 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $31,181 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $17,606 |
| Tarter Krinsky & Drogin Llp | Legal, Direct payment from the plan | $12,266 |
| John Hancock Retirement Plan Srvs | Recordkeeping fees, Recordkeeping, Participant loan processing | $0 |