Teamsters Joint Council No. 16 Pension Fund
Sponsored by Board Of Trustees Of Teamsters Joint Council No. 16 Pension Fund · EIN 135505746 · Plan #002 · New York, NY
- Total assets
- $43.6M
- Net assets
- $43.5M
- Active participants
- 253
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun | Investment management, Investment management fees (direct), Investment management fees (indirect) | $133,977 |
| The Segal Company (Eastern States) | Actuarial, Consulting (pension), Direct payment from the plan | $68,720 |
| Md Sass Associates, Inc. | Investment management, Investment management fees (direct) | $45,631 |
| Lisa Gaston | Employee (plan), Direct payment from the plan | $43,835 |
| Jodianne O'toole | Employee (plan), Direct payment from the plan | $40,699 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $37,024 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $27,833 |
| Us Bank N.A. | Custodial (securities), Direct payment from the plan, Other fees | $18,851 |
| Cohen Weiss And Simon Llp | Legal, Direct payment from the plan | $9,400 |