Teamsters Local 617 Pension Fund
Sponsored by Board Of Trustees Of Teamsters Local 617 Pension Fund · EIN 237356773 · Plan #001
- Total assets
- $161M
- Net assets
- $160M
- Active participants
- 4
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles Company | Investment management, Direct payment from the plan | $218,612 |
| Patricia Depascale | Employee (plan), Direct payment from the plan | $126,609 |
| First Actuarial Consulting Team Llc | Actuarial, Direct payment from the plan | $69,033 |
| Slevin & Hart, P.C. | Legal | $60,928 |
| Groom Law Group | Legal, Direct payment from the plan | $54,643 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct), Other services | $37,670 |
| Janemarie Scarzafava | Employee (plan), Direct payment from the plan | $32,242 |
| Mspc | Accounting, Direct payment from the plan | $25,493 |
| Bridgeway Benefit Technologies | Other fees, Consulting fees, Direct payment from the plan | $10,592 |
| Anthony Sidoti | Trustee (individual), Direct payment from the plan | $9,000 |
| Gerald Wesbecker | Trustee (individual), Direct payment from the plan | $9,000 |
| William Mckeever | Trustee (individual), Direct payment from the plan | $9,000 |
| Burton Trebour | Trustee (individual), Direct payment from the plan | $7,500 |