New York State Teamsters Conference Pension & Retirement Fund
Sponsored by Trustees Of Nys Teamsters Conference · EIN 166063585 · Plan #074 · Syracuse, NY
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 9,102
- 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 |
|---|---|---|
| Fiduciary Counselors Inc. CRD 111827 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paravati, Karl, Green & Debella, At | Legal, Direct payment from the plan | $1,540,165 |
| Horizon Actuarial | Actuarial, Direct payment from the plan | $606,099 |
| Onegroup, Inc. | Direct payment from the plan, Other services | $422,443 |
| Loomis Sayles & Company | Investment management fees (direct), Direct payment from the plan | $325,082 |
| State Street Global Advisors | Investment management fees (direct), Custodial (other), Custodial (securities) | $296,411 |
| Jeffrey Heller | Employee (plan), Direct payment from the plan | $280,431 |
| Morgan, Lewis & Bockius | Legal, Direct payment from the plan | $273,143 |
| Fiduciary Counselors, Inc | Investment advisory (plan), Direct payment from the plan | $246,061 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan, Investment management fees (indirect) | $234,892 |
| Groom Law Group | Legal, Direct payment from the plan | $192,569 |
| Kenneth Stilwell | Employee (plan), Direct payment from the plan | $184,094 |
| Cohen, Weiss And Simon Llp | Legal, Direct payment from the plan | $170,750 |
| Dawn May | Employee (plan), Direct payment from the plan | $121,665 |
| Jennifer Paravati | Employee (plan), Direct payment from the plan | $115,805 |
| Joseph Salerno | Employee (plan), Direct payment from the plan | $109,980 |
| Marissa Salerno | Employee (plan), Direct payment from the plan | $89,777 |
| Timothy Rich | Employee (plan), Direct payment from the plan | $87,285 |
| D'arcangelo & Co., Llp | Accounting, Direct payment from the plan | $86,030 |
| Jennifer Rubado | Employee (plan), Direct payment from the plan | $83,288 |
| Thomas Nanna | Employee (plan), Direct payment from the plan | $82,514 |
| Sage Dunn | Employee (plan), Direct payment from the plan | $81,689 |
| Mark Childs | Employee (plan), Direct payment from the plan | $80,355 |
| Alexander Connolly | Employee (plan), Direct payment from the plan | $80,316 |
| Russell Morreale | Employee (plan), Direct payment from the plan | $76,152 |
| John Tierney | Employee (plan), Direct payment from the plan | $75,475 |
| Ma Polce Consulting, Inc. | Consulting (general), Direct payment from the plan | $74,694 |
| Kristin Allen | Employee (plan), Direct payment from the plan | $71,653 |
| Paula Curro | Employee (plan), Direct payment from the plan | $67,964 |
| Barbara Acey | Employee (plan), Direct payment from the plan | $65,460 |
| Michelle Deemer | Employee (plan), Direct payment from the plan | $64,143 |
| Denise Gomez | Employee (plan), Direct payment from the plan | $63,995 |
| Kim Cunningham | Employee (plan), Direct payment from the plan | $60,145 |
| Rosemary Insalaco | Employee (plan), Direct payment from the plan | $59,968 |
| Brynn Davis | Employee (plan), Direct payment from the plan | $52,072 |
| Amy Levea | Employee (plan), Direct payment from the plan | $47,489 |
| Sirius Computer Solutions | Other services, Direct payment from the plan | $46,510 |
| Charles Martin | Employee (plan), Direct payment from the plan | $46,266 |
| Pension Benefit Information, Llc | Other fees, Direct payment from the plan | $39,692 |
| Immediate Mailing Service | Copying and duplicating, Direct payment from the plan | $34,090 |
| Sandra Carter | Employee (plan), Direct payment from the plan | $30,816 |
| Honeywell | Other fees, Direct payment from the plan | $30,702 |
| Corporate Maintenance Systems | Other services, Direct payment from the plan | $30,605 |
| William Arnault | Employee (plan), Direct payment from the plan | $30,365 |
| Iron Mountain | Other services, Direct payment from the plan | $19,284 |
| Northland Communications | Other services, Direct payment from the plan | $19,206 |
| Sullivan, Hazeltine, Allinson | Legal, Direct payment from the plan | $19,098 |
| Evanguard Solutions, Inc | Other services, Direct payment from the plan | $15,000 |
| Alix Partners Llp | Legal, Direct payment from the plan | $14,212 |
| Wb Mason Company | Other services, Direct payment from the plan | $12,915 |
| Life Status 360, Llc | Accounting, Direct payment from the plan | $12,539 |
| Toshiba Financial Services | Copying and duplicating, Direct payment from the plan | $11,783 |
| C.R. Fletcher Temps | Other services, Direct payment from the plan | $11,236 |
| Insight Direct Usa, Inc. | Other services, Direct payment from the plan | $10,175 |
| Lanphear Landscapes, Inc | Other services, Direct payment from the plan | $9,558 |
| Amtrust North America | Insurance services, Direct payment from the plan | $8,628 |
| Shred It Usa Llc | Other services, Direct payment from the plan | $6,869 |
| George Harrigan | Trustee (individual), Direct payment from the plan | $5,874 |
| Fresche Solutions Usa Corp | Other services, Direct payment from the plan | $5,840 |
| Quadient Leasing Usa, Inc | Other services, Direct payment from the plan | $5,767 |