Western Pennsylvania Teamsters And Employers Pension Fund
Sponsored by W Pa Teamsters & Employers Pension · EIN 256029946 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 3,616
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Gridiron Partners, Llc CRD 300920 | deterministic · 100% | 2024 |
| Cim Investment Management Inc CRD 106292 | deterministic · 100% | 2024 |
| Twin Capital Management Inc CRD 104748 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $615,011 |
| Gridiron Partners Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $438,748 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $349,164 |
| Commonwealth Investment Management | Investment management, Investment management fees (direct) | $333,970 |
| Twin Capital Management Inc. | Investment management, Investment management fees (direct) | $328,992 |
| Foster & Foster Inc. | Actuarial, Direct payment from the plan | $229,408 |
| New England Pension Consultants Inc | Investment advisory (plan), Direct payment from the plan | $212,824 |
| C.S. Mckee, Lp | Investment management, Investment management fees (direct) | $202,346 |
| Hudson Edge Investment Partners Inc | Investment management, Investment management fees (direct) | $184,995 |
| Groom Law Group | Legal, Direct payment from the plan | $166,173 |
| Bny Mellon Wealth Management | Investment management, Investment management fees (direct) | $160,431 |
| Vincent Szeligo | Employee (plan sponsor), Direct payment from the plan | $145,308 |
| Victory Capital Management Inc. | Investment management, Investment management fees (direct) | $130,939 |
| Grossman Yanak & Ford Llp | Accounting, Direct payment from the plan | $130,697 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $120,246 |
| Meyer Unkovic & Scott Llp | Legal, Direct payment from the plan | $118,439 |
| Novara Tesija Catenacci Mcdonald | Legal, Direct payment from the plan | $111,281 |
| Geraldine Talerico | Employee (plan sponsor), Direct payment from the plan | $102,545 |
| Bny Mellon, N.A. | Consulting (pension), Direct payment from the plan | $93,603 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $86,507 |
| Acrisure Mid Atl. Part. Ins. Serv. | Recordkeeping, Direct payment from the plan | $80,000 |
| Allen Bates Associates, Inc. | Recordkeeping, Direct payment from the plan | $75,716 |
| Laura M. Momich | Employee (plan sponsor), Direct payment from the plan | $69,998 |
| Matthew Komoroski | Employee (plan sponsor), Direct payment from the plan | $65,206 |
| Albanese Sinchar Smith & Co. | Accounting, Direct payment from the plan | $59,991 |
| Christine Carvajal | Employee (plan sponsor), Direct payment from the plan | $54,365 |
| Jennifer Mccoy | Employee (plan sponsor), Direct payment from the plan | $45,894 |
| Rosanne Duhig | Employee (plan sponsor), Direct payment from the plan | $39,556 |
| Compucom Inc. | Copying and duplicating, Direct payment from the plan | $33,338 |
| The Net Effect Inc. | Other services, Direct payment from the plan | $23,183 |
| Tracy Husak | Employee (plan), Direct payment from the plan | $19,200 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $10,435 |
| Buildingstars Operations Inc. | Other services, Direct payment from the plan | $6,356 |