Teamster Local 282 Annuity Trust Fund
Sponsored by Board Of Trustees Local 282 · EIN 116276104 · Plan #002
- Total assets
- $887M
- Net assets
- $886M
- Active participants
- 3,993
- With balances
- 3,993
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 93% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 282 Welfare Trust Fund | Direct payment from the plan, Other fees | $2,015,974 |
| Intercontinental Real Estate Corp | Investment management | $415,634 |
| Empower Annuity Insurance Company | Investment management | $297,560 |
| Crescent Capital High Income Fund B | Investment management | $269,666 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $231,759 |
| Mackay Shields | Investment management, Investment management fees (direct) | $208,013 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $188,266 |
| Chevy Chase Trust Company | Trustee (individual), Trustee (institutional), Investment management | $178,025 |
| Jpmorgan Chase Bank, National Assoc | Investment management, Investment advisory (plan), Trustee (discretionary) | $135,610 |
| Atalanta Sosnoff | Investment management | $135,336 |
| John Schmitt | Insurance brokerage commissions | $123,853 |
| Tocqueville Asset Management | Investment management | $101,981 |
| Washington Capital Management | Investment management | $85,339 |
| Gould, Kobrick & Schlapp, P.C. | Accounting | $65,000 |
| Local 282 Pension Trust Fund | Direct payment from the plan, Other fees | $63,726 |
| Quan Vest Consultants | Investment advisory (plan) | $54,000 |
| M&T Bank | Custodial (securities) | $39,158 |
| The Segal Company | Consulting (general) | $35,291 |
| J.P. Morgan Investment Management | Investment advisory (plan), Investment management | $11,585 |