Teamsters Local 639 Employers Pension Trust Fund
Sponsored by Joint Board Of Trustees Teamsters Local 639 Employers Pension Trust · EIN 530237142 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,542
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| Post Advisory Group, Llc CRD 108860 | deterministic · 100% | 2024 |
| Atlanta Capital Management Company, L.L.C. CRD 116719 | fuzzy_auto · 96% | 2024 |
| Chevy Chase Trust Company CRD 110742 | fuzzy_auto · 99% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $758,147 |
| Benesys, Inc. | Contract administrator | $728,202 |
| Hardman Johnston Global Advisors | Investment management fees (direct), Investment management | $619,075 |
| Post Advisory Group Llc | Investment management, Investment management fees (direct), Other fees | $589,613 |
| Columbia Asset Management | Investment management fees (direct) | $575,817 |
| Atlanta Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $556,637 |
| Chevy Chase Tust Company | Investment management, Investment management fees (direct) | $477,605 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $424,834 |
| Comerica Bank | Investment management, Investment management fees (direct) | $325,177 |
| Mooney, Green, Saindon, Murphy & We | Legal | $308,927 |
| Investment Performance Services | Consulting (general), Investment advisory (plan), Direct payment from the plan | $294,000 |
| Cheiron | Actuarial, Direct payment from the plan | $218,029 |
| Morgan, Lewis & Bockius, Llp | $175,975 | |
| The Northern Trust Company | Custodial (securities), Investment management fees (indirect), Soft dollars commissions | $96,328 |
| Calibre Cpa Group | Accounting, Direct payment from the plan | $90,086 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $84,425 |
| F/M Investments, Llc | Investment management | $67,106 |
| C.S. Mckee Invest | Investment management, Investment management fees (direct) | $38,863 |
| Segal, Bryant & Hamill Llc | Investment management fees (direct) | $37,431 |
| Eric Weiss | Trustee (individual), Direct payment from the plan | $20,490 |
| Frank Stegman | Trustee (individual), Direct payment from the plan | $20,490 |
| Raymond Howard | Trustee (individual), Direct payment from the plan | $20,490 |
| Philip Giles | Trustee (individual), Direct payment from the plan | $20,490 |
| Thomas Ratliff | Trustee (individual), Direct payment from the plan | $20,490 |
| Forrest Harvey | Trustee (individual), Direct payment from the plan | $20,490 |
| John Gibson | Trustee (individual), Direct payment from the plan | $20,490 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $17,837 |