Central Pennsylvania Teamsters Defined Benefit Plan
Sponsored by Central Pennsylvania Teamsters Pension Fund, Trustees · EIN 236262789 · Plan #001
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 5,287
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 94% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $957,916 |
| Morgan, Lewis, & Bockius Llp | Legal, Direct payment from the plan | $660,535 |
| Westfield Capital Mgmt Co.Lp | Investment management, Investment management fees (direct) | $603,859 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $517,499 |
| Segall Bryant & Hamill | Investment management, Investment management fees (indirect) | $495,515 |
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct) | $358,358 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $258,077 |
| Cbiz Rps | Actuarial, Consulting fees, Direct payment from the plan | $191,342 |
| Investment Performance Services | Investment advisory (plan), Investment management fees (direct) | $190,000 |
| Willig, Williams & Davidson | Legal, Direct payment from the plan | $160,387 |
| Michelle L Houck | Employee (plan), Direct payment from the plan | $107,946 |
| Joseph J. Samolewicz | Employee (plan), Recordkeeping fees | $105,557 |
| Ashley Bortz | Employee (plan), Direct payment from the plan | $90,292 |
| Northern Trust Company | Custodial (securities), Other investment fees and expenses, Soft dollars commissions | $90,241 |
| Judith A Guidara | Employee (plan), Direct payment from the plan | $88,618 |
| Martin L Cullen | Employee (plan), Direct payment from the plan | $79,512 |
| James Stricker | Employee (plan), Direct payment from the plan | $75,579 |
| Krystal Cruz Galo | Employee (plan), Direct payment from the plan | $70,630 |
| Essex Technology Group | Recordkeeping, Direct payment from the plan | $68,926 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $62,458 |
| Debra Pfennig | Employee (plan), Direct payment from the plan | $61,178 |
| Rusty Kemp | Employee (plan), Direct payment from the plan | $61,147 |
| Lisa Marderness | Employee (plan), Direct payment from the plan | $60,960 |
| Richard Pastuszek | Employee (plan), Direct payment from the plan | $58,958 |
| Robert Genslinger | Employee (plan), Direct payment from the plan | $54,986 |
| Kyle Weller | Employee (plan), Direct payment from the plan | $52,682 |
| Peter Shiffer | Employee (plan), Direct payment from the plan | $49,336 |
| Chemere Pearson | Employee (plan), Direct payment from the plan | $48,906 |
| Lori Kemmerer | Employee (plan), Direct payment from the plan | $48,156 |
| Amanda Patton | Employee (plan), Direct payment from the plan | $48,132 |
| Damien Wild | Employee (plan), Direct payment from the plan | $45,387 |
| Lv Print Center | Copying and duplicating, Direct payment from the plan | $43,183 |
| Weidenhammer Systems Corp | Recordkeeping, Direct payment from the plan | $41,420 |
| Allynn Seidel | Employee (plan), Direct payment from the plan | $41,319 |
| Charlotte Houser | Employee (plan), Direct payment from the plan | $40,023 |
| Kelly Snyder | Employee (plan), Direct payment from the plan | $39,441 |
| Lisa M Mieczkowski | Employee (plan), Direct payment from the plan | $38,395 |
| Cailin Adams | Employee (plan), Direct payment from the plan | $32,381 |
| Jill Schmale | Employee (plan), Direct payment from the plan | $29,540 |
| Keystone 74 Benefits & Admin. Llc | Actuarial, Direct payment from the plan, Consulting fees | $24,700 |
| Doyle Printing & Offset Co. | Copying and duplicating, Direct payment from the plan | $11,816 |
| Kenneth A. Ross | Trustee (individual), Direct payment from the plan | $10,575 |
| Stratix Systems, Inc. | Recordkeeping, Direct payment from the plan | $10,126 |
| Kevin M. Bolig | Trustee (individual), Direct payment from the plan | $9,423 |
| Bridgeway Benefit Technologies, Llc | Recordkeeping, Direct payment from the plan | $8,512 |
| Edwards Business Systems | Recordkeeping, Direct payment from the plan | $6,463 |
| Packet Watch (Wgm Assoc. Llc Dba) | Recordkeeping, Direct payment from the plan | $6,258 |
| Fabricant & Fabricant Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Intercontinental R/E Corporation | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |