Teamsters Local 277 Pension
Sponsored by Teamsters Local 277 Pension Board Of Trustees · EIN 136696819 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.7M
- Active participants
- 341
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Road Carriers Local 707 Pension | Other services, Direct payment from the plan | $57,934 |
| Cbiz Rps | Actuarial, Direct payment from the plan | $57,270 |
| Keystone 74 Benefits And Admin | Actuarial, Direct payment from the plan | $52,225 |
| Prager Metis Cpas, Llc | Accounting, Direct payment from the plan | $32,981 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $32,083 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $23,676 |
| Spivak, Lipton, Watanabe & Moss Llp | Legal, Direct payment from the plan | $19,549 |
| Us Bank | Trustee (institutional), Direct payment from the plan | $11,582 |
| Stetson Cybergroup Inc. | Other services, Direct payment from the plan | $7,638 |