Teamsters Local 814 Pension Fund
Sponsored by Board Of Trustees Of Teamsters Local 814 Pension Fund · EIN 116234358 · Plan #001 · North Haledon, NJ
- Total assets
- $92.8M
- Net assets
- $92.7M
- Active participants
- 379
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Nj Teamsters Benefit Plan | Contract administrator, Direct payment from the plan | $141,804 |
| Jpmorgan Chase Bank, Na | Trustee (discretionary), Investment advisory (plan), Investment management | $120,978 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $100,000 |
| The Segal Company (Eastern States) | Actuarial, Consulting (pension), Direct payment from the plan | $76,000 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $61,019 |
| Cohen Weiss And Simon Llp | Legal, Direct payment from the plan | $49,907 |
| Northern Trust Corporation | Investment management, Investment management fees (direct), Soft dollars commissions | $25,844 |
| Schultheis And Panettieri Llp | Accounting, Direct payment from the plan | $14,809 |
| Fitzsimmons And Abrams, Llp | Accounting, Direct payment from the plan | $9,413 |
| Pitta Llp | Legal, Direct payment from the plan | $8,470 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |