Teamsters Joint Council No. 83 Of Virginia Pension Fund
Sponsored by Teamsters Joint Council No. 83 Of Virginia Pension Fund · EIN 546097996 · Plan #001 · Richmond, VA
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 2,815
- 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 |
|---|---|---|
| Frontier Capital Management Co Llc CRD 106274 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invesco International | Investment management, Direct payment from the plan | $1,143,318 |
| Steptoe & Johnson Llp | Direct payment from the plan | $921,142 |
| Frontier Capital Management Company | Investment management, Direct payment from the plan | $769,229 |
| Lsv Asset Management | Investment management, Direct payment from the plan | $689,085 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan | $577,605 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $381,495 |
| Horizon Actuarial Services, Llc | Direct payment from the plan | $251,576 |
| Wellington Trust | Direct payment from the plan, Investment management | $203,520 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (individual) | $193,775 |
| Brandywine Global Investment Manage | Legal, Direct payment from the plan | $187,782 |
| Chartwell Investment Partners, Llc | Direct payment from the plan, Legal | $151,756 |
| Segal Marco Advisors | Legal, Direct payment from the plan | $129,167 |
| Mellon Capital Management | Direct payment from the plan, Legal | $106,791 |
| Calibre Cpa Group | Accounting, Direct payment from the plan | $75,355 |
| Income Research & Management | Investment management, Direct payment from the plan | $67,741 |
| Sara Pikofsky | Employee (plan), Direct payment from the plan | $55,947 |
| Segal Select Insurance Services | Insurance brokerage commissions, Direct payment from the plan | $54,531 |
| Segall Bryant Hamill | Investment management, Direct payment from the plan | $46,557 |
| Jim Roehner | Employee (plan), Direct payment from the plan | $38,488 |
| Lauren Kane | Employee (plan), Direct payment from the plan | $27,574 |
| Vickie Stone | Employee (plan), Direct payment from the plan | $19,867 |
| Ashley Martin | Employee (plan), Direct payment from the plan | $19,183 |
| Rachelle Kenney | Employee (plan), Direct payment from the plan | $18,905 |
| Tabitha Hinson | Employee (plan), Direct payment from the plan | $18,876 |
| Laclaire Sanders | Employee (plan) | $18,559 |
| Josh Todd | Employee (plan), Direct payment from the plan | $18,400 |
| Jessica Reed | Employee (plan), Direct payment from the plan | $18,072 |
| Kim Foxwell | Direct payment from the plan | $16,366 |
| Tammy Poore | Direct payment from the plan, Employee (plan) | $16,364 |
| Velma Hughes | Employee (plan) | $15,437 |
| Bianca Valerio | Employee (plan), Direct payment from the plan | $14,657 |
| Tony Shell | Employee (plan), Direct payment from the plan | $14,041 |
| Chris Wendelgest | Direct payment from the plan, Employee (plan) | $13,752 |
| Catherine Wright | Employee (plan), Direct payment from the plan | $13,360 |
| Danielle Moore | Employee (plan), Direct payment from the plan | $7,821 |