2023 Form 5500 filing — Western Pennsylvania Teamsters And Employers Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015133417NAL0028590913004) for Western Pennsylvania Teamsters And Employers Pension Fund, reported by W Pa Teamsters & Employers Pension under EIN 25-6029946 and plan number 001. It reports 20,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133417NAL0028590913004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- W Pa Teamsters & Employers Pension
- EIN
- 25-6029946
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 20,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,581,648,823
- Total liabilities (EOY)
- $1,285,564
- Net assets (EOY)
- $1,580,363,259
- Employer contributions
- $71,723,573
- Total income / additions
- $471,065,514
- Benefits paid
- $140,641,726
- Administrative expenses
- $8,188,663
- Total expenses
- $148,830,389
- Net increase / (decrease)
- $322,235,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Investment Management | NONE | $711,249 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $525,804 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $414,512 | not reported in the loaded dataset |
| Commonwealth Investment Management | NONE | $297,547 | not reported in the loaded dataset |
| Entrust Global Ltd. | NONE | $283,435 | not reported in the loaded dataset |
| Twin Capital Management Inc. | NONE | $258,964 | not reported in the loaded dataset |
| Walter Scott Group | NONE | $238,868 | not reported in the loaded dataset |
| Foster & Foster Inc. | NONE | $236,712 | not reported in the loaded dataset |
| Albanese Sinchar Smith & Co. | NONE | $171,773 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $171,639 | not reported in the loaded dataset |
| Bny Mellon Wealth Management | NONE | $171,270 | not reported in the loaded dataset |
| New England Pension Consultants Inc | NONE | $162,306 | not reported in the loaded dataset |
| Schroder Invest. Mgmt. N. America | NONE | $156,442 | $0 |
| Gridiron Partners LLC | NONE | $155,616 | not reported in the loaded dataset |
| Vincent Szeligo | EMPLOYEE | $127,990 | not reported in the loaded dataset |
| Grossman Yanak & Ford Llp | NONE | $127,043 | not reported in the loaded dataset |
| C.S. Mckee, Lp | NONE | $108,679 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | NONE | $101,058 | not reported in the loaded dataset |
| Geraldine Talerico | EMPLOYEE | $97,779 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $80,121 | not reported in the loaded dataset |
| Bny Mellon, N.A. | NONE | $71,063 | not reported in the loaded dataset |
| Allen Bates Associates, Inc. | NONE | $66,871 | not reported in the loaded dataset |
| Laura M. Momich | EMPLOYEE | $66,113 | not reported in the loaded dataset |
| Matthew Komoroski | EMPLOYEE | $58,863 | not reported in the loaded dataset |
| Rosanne Duhig | EMPLOYEE | $53,767 | not reported in the loaded dataset |
| Christine Carvajal | EMPLOYEE | $52,474 | not reported in the loaded dataset |
| Compucom Inc. | NONE | $46,511 | not reported in the loaded dataset |
| Invesco Ltd. | NONE | $42,399 | $0 |
| Jennifer Mccoy | EMPLOYEE | $33,521 | not reported in the loaded dataset |
| Maureen Bell | EMPLOYEE | $11,603 | not reported in the loaded dataset |
| Buildingstars Operations Inc. | NONE | $6,356 | not reported in the loaded dataset |
| Gatesman Marmion Drake Inc. | NONE | $6,000 | not reported in the loaded dataset |