Teamsters Local 237 Welfare Fund Pension Plan
Sponsored by Teamsters Local 237 Welfare Fund · EIN 132575626 · Plan #001
- Total assets
- $53.1M
- Net assets
- $52.9M
- Active participants
- 105
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun | Investment advisory (plan), Direct payment from the plan | $99,965 |
| Steptoe Llp | Legal, Direct payment from the plan | $61,413 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $44,000 |
| Mesirow | Investment advisory (plan), Direct payment from the plan | $34,545 |
| Sentinel Benefits Group, Llc | Actuarial, Direct payment from the plan | $27,835 |
| Nepc Llc | Custodial (securities), Direct payment from the plan | $24,605 |
| Amalgamated Banj | Investment advisory (plan), Direct payment from the plan | $11,684 |