United Teamster Pension Fund A
Sponsored by Board Of Trustees Of United Teamster Pension Fund A · EIN 135660513 · Plan #002 · Brooklyn, NY
- Total assets
- $343M
- Net assets
- $343M
- Active participants
- 2,004
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (plan), Investment management, Investment management fees (direct) | $1,333,188 |
| United Teamster Fund | Contract administrator, Direct payment from the plan | $488,000 |
| Automatic Data Processing, Inc. | Recordkeeping, Direct payment from the plan | $103,030 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $88,800 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $82,636 |
| Pbi Research Services | Other services, Direct payment from the plan | $71,075 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $51,379 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $42,000 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $36,749 |
| Madon Malin Pc | Legal, Direct payment from the plan | $28,390 |
| Dealy, Silberstein & Braverman Llp | Legal, Direct payment from the plan | $24,545 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $23,600 |
| Alliant Insurance Service, Inc. | Insurance brokerage commissions | $0 |