# Central Pennsylvania Teamsters Pension Fund, Trustees DB Plan
Source: https://planprovider.pro/companies/central-pennsylvania-teamsters-pension-fund-trustees-plan-001

> Central Pennsylvania Teamsters Pension Fund, Trustees's DB plan: 5,287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$957,916|—|$957,916|

| MORGAN, LEWIS, & BOCKIUS LLP|NONE|$660,535|—|$660,535|

| WESTFIELD CAPITAL MGMT CO.LP|NONE|$603,859|—|$603,859|

| GREAT LAKES ADVISORS, LLC|NONE|$517,499|—|$517,499|

| SEGALL BRYANT & HAMILL|NONE|$495,515|—|$495,515|

| INTERCONTINENTAL R/E CORPORATION|NONE|—|$467,394|$467,394|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$375,891|$375,891|

| SIERRA INVESTMENT PARTNERS, INC.|NONE|$358,358|—|$358,358|

| LOOMIS SAYLES TRUST COMPANY|NONE|$258,077|—|$258,077|

| CBIZ RPS|NONE|$191,342|—|$191,342|

| INVESTMENT PERFORMANCE SERVICES|NONE|$190,000|—|$190,000|

| WILLIG, WILLIAMS & DAVIDSON|NONE|$160,387|—|$160,387|

| MICHELLE L HOUCK|EMPLOYEE|$107,946|—|$107,946|

| JOSEPH J. SAMOLEWICZ|EMPLOYEE|$105,557|—|$105,557|

| ASHLEY BORTZ|EMPLOYEE|$90,292|—|$90,292|

| NORTHERN TRUST COMPANY|NONE|$90,241|—|$90,241|

| JUDITH A GUIDARA|EMPLOYEE|$88,618|—|$88,618|

| MARTIN L CULLEN|EMPLOYEE|$79,512|—|$79,512|

| JAMES STRICKER|EMPLOYEE|$75,579|—|$75,579|

| KRYSTAL CRUZ-GALO|EMPLOYEE|$70,630|—|$70,630|

| ESSEX TECHNOLOGY GROUP|NONE|$68,926|—|$68,926|

| NOVAK FRANCELLA LLC|NONE|$62,458|—|$62,458|

| DEBRA PFENNIG|EMPLOYEE|$61,178|—|$61,178|

| RUSTY KEMP|EMPLOYEE|$61,147|—|$61,147|

| LISA MARDERNESS|EMPLOYEE|$60,960|—|$60,960|

| RICHARD PASTUSZEK|EMPLOYEE|$58,958|—|$58,958|

| ROBERT GENSLINGER|EMPLOYEE|$54,986|—|$54,986|

| KYLE WELLER|EMPLOYEE|$52,682|—|$52,682|

| PETER SHIFFER|EMPLOYEE|$49,336|—|$49,336|

| CHEMERE PEARSON|EMPLOYEE|$48,906|—|$48,906|

| LORI KEMMERER|EMPLOYEE|$48,156|—|$48,156|

| AMANDA PATTON|EMPLOYEE|$48,132|—|$48,132|

| DAMIEN WILD|EMPLOYEE|$45,387|—|$45,387|

| LV PRINT CENTER|NONE|$43,183|—|$43,183|

| WEIDENHAMMER SYSTEMS CORP|NONE|$41,420|—|$41,420|

| ALLYNN SEIDEL|EMPLOYEE|$41,319|—|$41,319|

| CHARLOTTE HOUSER|EMPLOYEE|$40,023|—|$40,023|

| KELLY SNYDER|EMPLOYEE|$39,441|—|$39,441|

| LISA M MIECZKOWSKI|EMPLOYEE|$38,395|—|$38,395|

| CAILIN ADAMS|EMPLOYEE|$32,381|—|$32,381|

| JILL SCHMALE|EMPLOYEE|$29,540|—|$29,540|

| KEYSTONE 74 BENEFITS & ADMIN. LLC|NONE|$24,700|—|$24,700|

| FABRICANT & FABRICANT INC|NONE|—|$19,611|$19,611|

| DOYLE PRINTING & OFFSET CO.|NONE|$11,816|—|$11,816|

| KENNETH A. ROSS|TRUSTEE|$10,575|—|$10,575|

| STRATIX SYSTEMS, INC.|NONE|$10,126|—|$10,126|

| KEVIN M. BOLIG|TRUSTEE|$9,423|—|$9,423|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$8,512|—|$8,512|

| EDWARDS BUSINESS SYSTEMS|NONE|$6,463|—|$6,463|

| PACKET WATCH (WGM ASSOC. LLC DBA)|NONE|$6,258|—|$6,258|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN, LEWIS, & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — NONE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

## 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|

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