United Teamster Annuity Fund
Sponsored by Board Of Trustees Of United Teamster Annuity Fund · EIN 237277344 · Plan #001 · Brooklyn, NY
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 1,199
- With balances
- 2,114
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Teamster Fund | Contract administrator, Direct payment from the plan | $49,000 |
| Segal Marco Advisors | Investment advisory (plan), Participant communication, Direct payment from the plan | $42,385 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $20,460 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $14,750 |
| Pacific Income Advisors | Investment management, Investment management fees (direct) | $11,100 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Float revenue | $5,000 |