Midwestern Teamsters Pension Trust Fund
Sponsored by Trustees Midwestern Teamsters Pension Trust Fund · EIN 376117130 · Plan #001
- Total assets
- $39.6M
- Net assets
- $39.6M
- Active participants
- 72
- 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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | fuzzy_auto · 94% | 2024 |
| Csm Advisors, Llc CRD 306128 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Consulting (pension) | $198,511 |
| Zenith American Solutions | Contract administrator, Other services | $76,369 |
| Cavanagh & O'hara Llp | Legal | $40,123 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $34,303 |
| Marquette Associates, Inc. | Investment advisory (plan) | $30,000 |
| Illinois National Bank | Custodial (securities), Float revenue, Investment management fees (direct) | $9,504 |
| Rreef America Llc | Investment management, Investment management fees (direct) | $9,036 |
| Cs Mckee | Investment management, Investment management fees (direct) | $7,175 |
| United Actuarial Services, Inc. | Actuarial, Consulting (pension) | $6,500 |