Teamsters Industrial Employees Pension Fund
Sponsored by Teamsters Industrial Employees Pension Fund · EIN 226099363 · Plan #001
- Total assets
- $74.5M
- Net assets
- $74.4M
- Active participants
- 477
- 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 |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Direct payment from the plan | $150,610 |
| Tenj Welfare Fund | Other services, Direct payment from the plan | $110,064 |
| Cohen, Leder, Montalbano & Grossman | Legal, Direct payment from the plan | $74,239 |
| Sage Advisory Services | Investment management, Investment management fees (direct) | $41,273 |
| Weaver & Tidwell Llp | Accounting, Direct payment from the plan | $31,479 |
| Amalgamated Bank | Custodial (securities), Investment advisory (plan), Investment management | $17,787 |
| Boston Partners | Investment advisory (participants), Investment management fees (direct) | $13,187 |
| Chartwell Investment Partners | Investment advisory (plan), Investment management fees (indirect), Investment management fees (direct) | $8,231 |
| Bridgeway Benefit Technologies | Other services, Direct payment from the plan | $6,574 |
| State Street Global Advisors | Investment advisory (plan), Investment management fees (direct) | $5,158 |