Teamsters Joint Council No. 83 Of Virginia Pension Fund — Form 5500 plan (Teamsters Joint Council No. 83 Of Virginia Pension Fund)
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, Teamsters Joint Council No. 83 Of Virginia Pension Fund is a benefit plan reported by Teamsters Joint Council No. 83 Of Virginia Pension Fund under EIN 54-6097996 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,043 participants and $1,378,553,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Teamsters Joint Council No. 83 Of Virginia Pension Fund
- EIN
- 54-6097996
- Plan number
- 001
- Plan type
- 1
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 8,043
- End-of-year plan assets
- $1,378,553,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,043 | H, C | 20241015132359NAL0056348578005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,378,553,536
- Total liabilities (EOY)
- $1,991,005
- Net assets (EOY)
- $1,376,562,531
- Net assets (BOY)
- $1,203,551,227
Income & contributions
- Employer contributions
- $100,985,163
- Participant contributions
- $1,423
- Total contributions
- $100,986,586
- Total income / additions
- $247,888,929
Expenses & distributions
- Benefits paid
- $68,558,951
- Administrative expenses
- $6,318,674
- Total expenses
- $74,877,625
- Net increase / (decrease)
- $173,011,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Invesco International | INVESTMENT MANAGER | $806,552 | $0 | 2023 |
| Frontier Capital Management Company | INVESTMENT MANAGER | $617,454 | $0 | 2023 |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $512,073 | $0 | 2023 |
| Lsv Asset Management | INVESTMENT MANAGER | $512,073 | $0 | 2023 |
| Wellington Trust | INVESTMENT MANAGER | $374,745 | $0 | 2023 |
| Brandywine Global Investment Manage | INVESTMENT MANAGER | $255,356 | $0 | 2023 |
| Invesco National Trust Company | INVESTMENT MANAGER | $219,972 | $0 | 2023 |
| Morgan Lewis & Bockius Llp | ATTORNEY | $200,941 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | ACTUARY | $152,589 | not reported in the loaded dataset | 2023 |
| Steptoe & Johnson Llp | ATTORNEY | $147,572 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAN | $145,275 | $0 | 2023 |
| Bridgeway | INFORMATION TECHNOLOGY | $143,693 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | INVESTMENT MANAGER | $141,543 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISOR | $114,638 | not reported in the loaded dataset | 2023 |
| Aviva Investors Americas | INVESTMENT MANAGER | $109,586 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management | INVESTMENT MANAGER | $80,050 | $0 | 2023 |
| Calibre Cpa Group | AUDITOR | $77,323 | not reported in the loaded dataset | 2023 |
| Segall Bryant Hamill | INVESTMENT MANAGER | $72,133 | not reported in the loaded dataset | 2023 |
| Income Research & Management | INVESTMENT MANAGER | $65,014 | not reported in the loaded dataset | 2023 |
| Josh Todd | EMPLOYEE | $49,650 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $43,630 | $0 | 2023 |
| Tony Shell | EMPLOYEE | $30,372 | not reported in the loaded dataset | 2023 |
| Lauren Kane | EMPLOYEE | $17,789 | not reported in the loaded dataset | 2023 |
| Kim Foxwell | EMPLOYEE | $16,975 | not reported in the loaded dataset | 2023 |
| Jessica Reed | EMPLOYEE | $16,860 | not reported in the loaded dataset | 2023 |
| Tabitha Hinson | EMPLOYEE | $16,422 | not reported in the loaded dataset | 2023 |
| Ashley Martin | EMPLOYEE | $16,409 | not reported in the loaded dataset | 2023 |
| Wendy Spagnolo | EMPLOYER | $16,278 | not reported in the loaded dataset | 2023 |
| Laclaire Sanders | EMPLOYEE | $16,202 | not reported in the loaded dataset | 2023 |
| Danielle Moore | EMPLOYEE | $15,970 | not reported in the loaded dataset | 2023 |
| Catherine Wright | EMPLOYEE | $15,836 | not reported in the loaded dataset | 2023 |
| Velma Hughes | EMPLOYEE | $15,722 | not reported in the loaded dataset | 2023 |
| Rachelle Kenney | EMPLOYEE | $15,387 | not reported in the loaded dataset | 2023 |
| Tammy Poore | EMPLOYEE | $15,279 | not reported in the loaded dataset | 2023 |
| Bianca Valerio | EMPLOYEE | $15,103 | not reported in the loaded dataset | 2023 |
| Vickie Stone | EMPLOYEE | $15,071 | not reported in the loaded dataset | 2023 |
| Evie Rose | EMPLOYEE | $14,300 | not reported in the loaded dataset | 2023 |
| Chris Wendelgest | EMPLOYEE | $12,621 | not reported in the loaded dataset | 2023 |
| Porscha Cotman | EMPLOYEE | $11,597 | not reported in the loaded dataset | 2023 |
| Mike Davis | EMPLOYEE | $10,385 | not reported in the loaded dataset | 2023 |
| Kathryn Adams | EMPLOYEE | $8,419 | not reported in the loaded dataset | 2023 |
| Sarah Moore | EMPLOYEE | $5,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Teamsters Joint Council No. 83 Of Virginia Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Invesco International — Schedule C compensation
- Frontier Capital Management Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Brandywine Global Investment Manage — Schedule C compensation
- Invesco National Trust Company — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Steptoe & Johnson Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Bridgeway — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Aviva Investors Americas — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Segall Bryant Hamill — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Josh Todd — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Tony Shell — Schedule C compensation
- Lauren Kane — Schedule C compensation
- Kim Foxwell — Schedule C compensation
- Jessica Reed — Schedule C compensation
- Tabitha Hinson — Schedule C compensation
- Ashley Martin — Schedule C compensation
- Wendy Spagnolo — Schedule C compensation
- Laclaire Sanders — Schedule C compensation
- Danielle Moore — Schedule C compensation
- Catherine Wright — Schedule C compensation
- Velma Hughes — Schedule C compensation
- Rachelle Kenney — Schedule C compensation
- Tammy Poore — Schedule C compensation
- Bianca Valerio — Schedule C compensation
- Vickie Stone — Schedule C compensation
- Evie Rose — Schedule C compensation
- Chris Wendelgest — Schedule C compensation
- Porscha Cotman — Schedule C compensation
- Mike Davis — Schedule C compensation
- Kathryn Adams — Schedule C compensation
- Sarah Moore — Schedule C compensation