Plan Snapshot
- Plan Sponsor: Central Pennsylvania Teamsters Pension Fund, Trustees
- Sponsor EIN: 236262789
- Sponsor Address: 1055 SPRING STREET, WYOMISSING, PA, 196101747
- Plan Type: DB
- Total Participants: 5,287
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,287 | $1.5B | $97.7M | $0 |
| 2023 | 5,424 | $1.4B | $98.1M | $0 |
| 2022 | 6,206 | $1.2B | $92.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $957,916 | — | $957,916 |
| MORGAN, LEWIS, & BOCKIUS LLP | ERISA Attorney | $660,535 | — | $660,535 |
| WESTFIELD CAPITAL MGMT CO.LP | Other Service Provider | $603,859 | — | $603,859 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $517,499 | — | $517,499 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $495,515 | — | $495,515 |
| INTERCONTINENTAL R/E CORPORATION | Other Service Provider | — | $467,394 | $467,394 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | — | $375,891 | $375,891 |
| SIERRA INVESTMENT PARTNERS, INC. | Other Service Provider | $358,358 | — | $358,358 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $258,077 | — | $258,077 |
| CBIZ RPS | Other Service Provider | $191,342 | — | $191,342 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $190,000 | — | $190,000 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $160,387 | — | $160,387 |
| MICHELLE L HOUCK | Other Service Provider | $107,946 | — | $107,946 |
| JOSEPH J. SAMOLEWICZ | Other Service Provider | $105,557 | — | $105,557 |
| ASHLEY BORTZ | Other Service Provider | $90,292 | — | $90,292 |
| NORTHERN TRUST COMPANY | Other Service Provider | $90,241 | — | $90,241 |
| JUDITH A GUIDARA | Other Service Provider | $88,618 | — | $88,618 |
| MARTIN L CULLEN | Other Service Provider | $79,512 | — | $79,512 |
| JAMES STRICKER | Other Service Provider | $75,579 | — | $75,579 |
| KRYSTAL CRUZ-GALO | Other Service Provider | $70,630 | — | $70,630 |
| ESSEX TECHNOLOGY GROUP | Other Service Provider | $68,926 | — | $68,926 |
| NOVAK FRANCELLA LLC | Auditor | $62,458 | — | $62,458 |
| DEBRA PFENNIG | Other Service Provider | $61,178 | — | $61,178 |
| RUSTY KEMP | Other Service Provider | $61,147 | — | $61,147 |
| LISA MARDERNESS | Other Service Provider | $60,960 | — | $60,960 |
| RICHARD PASTUSZEK | Other Service Provider | $58,958 | — | $58,958 |
| ROBERT GENSLINGER | Other Service Provider | $54,986 | — | $54,986 |
| KYLE WELLER | Other Service Provider | $52,682 | — | $52,682 |
| PETER SHIFFER | Other Service Provider | $49,336 | — | $49,336 |
| CHEMERE PEARSON | Other Service Provider | $48,906 | — | $48,906 |
| LORI KEMMERER | Other Service Provider | $48,156 | — | $48,156 |
| AMANDA PATTON | Other Service Provider | $48,132 | — | $48,132 |
| DAMIEN WILD | Other Service Provider | $45,387 | — | $45,387 |
| LV PRINT CENTER | Other Service Provider | $43,183 | — | $43,183 |
| WEIDENHAMMER SYSTEMS CORP | Other Service Provider | $41,420 | — | $41,420 |
| ALLYNN SEIDEL | Other Service Provider | $41,319 | — | $41,319 |
| CHARLOTTE HOUSER | Other Service Provider | $40,023 | — | $40,023 |
| KELLY SNYDER | Other Service Provider | $39,441 | — | $39,441 |
| LISA M MIECZKOWSKI | Other Service Provider | $38,395 | — | $38,395 |
| CAILIN ADAMS | Other Service Provider | $32,381 | — | $32,381 |
| JILL SCHMALE | Other Service Provider | $29,540 | — | $29,540 |
| KEYSTONE 74 BENEFITS & ADMIN. LLC | Other Service Provider | $24,700 | — | $24,700 |
| FABRICANT & FABRICANT INC | Other Service Provider | — | $19,611 | $19,611 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $11,816 | — | $11,816 |
| KENNETH A. ROSS | Custodian / Trustee | $10,575 | — | $10,575 |
| STRATIX SYSTEMS, INC. | Other Service Provider | $10,126 | — | $10,126 |
| KEVIN M. BOLIG | Custodian / Trustee | $9,423 | — | $9,423 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $8,512 | — | $8,512 |
| EDWARDS BUSINESS SYSTEMS | Other Service Provider | $6,463 | — | $6,463 |
| PACKET WATCH (WGM ASSOC. LLC DBA) | Other Service Provider | $6,258 | — | $6,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS, & BOCKIUS LLP — ERISA Attorney
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,079,546
- Estimated Expense Ratio: 0.472% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,791,317 | $3,403,262 | — | $62,458 | — |
| 2023 | $7,195,141 | $3,243,106 | — | $61,958 | — |
| 2022 | $6,754,911 | $3,172,688 | — | — | $874,884 |