Western Pennsylvania Teamsters And Employers Pension Fund — Form 5500 plan (W Pa Teamsters & Employers Pension)
Plain-English plan 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, Western Pennsylvania Teamsters And Employers Pension Fund is a benefit plan reported by W Pa Teamsters & Employers Pension under EIN 25-6029946 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,504 participants and $1,581,648,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W Pa Teamsters & Employers Pension
- EIN
- 25-6029946
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 20,504
- End-of-year plan assets
- $1,581,648,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,504 | H, C | 20241015133417NAL0028590913004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,581,648,823
- Total liabilities (EOY)
- $1,285,564
- Net assets (EOY)
- $1,580,363,259
- Net assets (BOY)
- $1,258,128,134
Income & contributions
- Employer contributions
- $71,723,573
- Total contributions
- $351,309,502
- Total income / additions
- $471,065,514
Expenses & distributions
- Benefits paid
- $140,641,726
- Administrative expenses
- $8,188,663
- Total expenses
- $148,830,389
- Net increase / (decrease)
- $322,235,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Investment Management | NONE | $711,249 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $525,804 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $414,512 | not reported in the loaded dataset | 2023 |
| Commonwealth Investment Management | NONE | $297,547 | not reported in the loaded dataset | 2023 |
| Entrust Global Ltd. | NONE | $283,435 | not reported in the loaded dataset | 2023 |
| Twin Capital Management Inc. | NONE | $258,964 | not reported in the loaded dataset | 2023 |
| Walter Scott Group | NONE | $238,868 | not reported in the loaded dataset | 2023 |
| Foster & Foster Inc. | NONE | $236,712 | not reported in the loaded dataset | 2023 |
| Albanese Sinchar Smith & Co. | NONE | $171,773 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $171,639 | not reported in the loaded dataset | 2023 |
| Bny Mellon Wealth Management | NONE | $171,270 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants Inc | NONE | $162,306 | not reported in the loaded dataset | 2023 |
| Schroder Invest. Mgmt. N. America | NONE | $156,442 | $0 | 2023 |
| Gridiron Partners LLC | NONE | $155,616 | not reported in the loaded dataset | 2023 |
| Vincent Szeligo | EMPLOYEE | $127,990 | not reported in the loaded dataset | 2023 |
| Grossman Yanak & Ford Llp | NONE | $127,043 | not reported in the loaded dataset | 2023 |
| C.S. Mckee, Lp | NONE | $108,679 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners Inc | NONE | $101,058 | not reported in the loaded dataset | 2023 |
| Geraldine Talerico | EMPLOYEE | $97,779 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $80,121 | not reported in the loaded dataset | 2023 |
| Bny Mellon, N.A. | NONE | $71,063 | not reported in the loaded dataset | 2023 |
| Allen Bates Associates, Inc. | NONE | $66,871 | not reported in the loaded dataset | 2023 |
| Laura M. Momich | EMPLOYEE | $66,113 | not reported in the loaded dataset | 2023 |
| Matthew Komoroski | EMPLOYEE | $58,863 | not reported in the loaded dataset | 2023 |
| Rosanne Duhig | EMPLOYEE | $53,767 | not reported in the loaded dataset | 2023 |
| Christine Carvajal | EMPLOYEE | $52,474 | not reported in the loaded dataset | 2023 |
| Compucom Inc. | NONE | $46,511 | not reported in the loaded dataset | 2023 |
| Invesco Ltd. | NONE | $42,399 | $0 | 2023 |
| Jennifer Mccoy | EMPLOYEE | $33,521 | not reported in the loaded dataset | 2023 |
| Maureen Bell | EMPLOYEE | $11,603 | not reported in the loaded dataset | 2023 |
| Buildingstars Operations Inc. | NONE | $6,356 | not reported in the loaded dataset | 2023 |
| Gatesman Marmion Drake Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W Pa Teamsters & Employers Pension
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Prudential Investment Management — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Commonwealth Investment Management — Schedule C compensation
- Entrust Global Ltd. — Schedule C compensation
- Twin Capital Management Inc. — Schedule C compensation
- Walter Scott Group — Schedule C compensation
- Foster & Foster Inc. — Schedule C compensation
- Albanese Sinchar Smith & Co. — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Bny Mellon Wealth Management — Schedule C compensation
- New England Pension Consultants Inc — Schedule C compensation
- Schroder Invest. Mgmt. N. America — Schedule C compensation
- Gridiron Partners LLC — Schedule C compensation
- Vincent Szeligo — Schedule C compensation
- Grossman Yanak & Ford Llp — Schedule C compensation
- C.S. Mckee, Lp — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Geraldine Talerico — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Bny Mellon, N.A. — Schedule C compensation
- Allen Bates Associates, Inc. — Schedule C compensation
- Laura M. Momich — Schedule C compensation
- Matthew Komoroski — Schedule C compensation
- Rosanne Duhig — Schedule C compensation
- Christine Carvajal — Schedule C compensation
- Compucom Inc. — Schedule C compensation
- Invesco Ltd. — Schedule C compensation
- Jennifer Mccoy — Schedule C compensation
- Maureen Bell — Schedule C compensation
- Buildingstars Operations Inc. — Schedule C compensation
- Gatesman Marmion Drake Inc. — Schedule C compensation