Teamsters Local Union No. 115 Pension Plan
Sponsored by Teamsters Local Union No.115 Pension Plan · EIN 236282827 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 597
- 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 |
|---|---|---|
| Cooke & Bieler, L.P. CRD 113859 | fuzzy_auto · 96% | 2024 |
| Angelo, Gordon & Co., L.P. CRD 131940 | fuzzy_auto · 93% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Mckeogh Company | Actuarial, Direct payment from the plan | $70,000 |
| Nicholas Zanczuk | Employee (plan), Recordkeeping fees | $59,557 |
| Cooke & Bieler, L.P. | Investment management, Investment management fees (direct) | $57,893 |
| Benjamin Marcinkiewicz Jr | Employee (plan), Recordkeeping fees | $57,884 |
| Graystone Consulting | Investment management, Direct payment from the plan | $50,650 |
| Angelo, Gordon & Co. | Investment management, Investment management fees (direct) | $43,081 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $34,764 |
| Bridgeway Benefit Technologies | Consulting (general), Direct payment from the plan | $34,086 |
| John Sullivan | Employee (plan), Recordkeeping fees | $26,334 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $25,547 |
| Markowitz & Richman | Legal, Direct payment from the plan | $20,933 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $18,606 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $15,986 |
| Citizens Bank | Custodial (securities), Investment management fees (direct) | $8,264 |