Plan Snapshot
- Plan Sponsor: Teamsters Joint Council No. 83 Of Virginia Pension Fund
- Sponsor EIN: 546097996
- Sponsor Address: 8814 FARGO ROAD, RICHMOND, VA, 232294673
- Plan Type: DB
- Total Participants: 2,815
- 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 | 2,815 | $1.5B | $97.6M | $7,292 |
| 2023 | 3,008 | $1.4B | $101.0M | $1,423 |
| 2022 | 3,126 | $1.2B | $103.1M | $927 |
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 |
|---|---|---|---|---|
| INVESCO INTERNATIONAL | Investment Advisor | $1,143,318 | — | $1,143,318 |
| STEPTOE & JOHNSON LLP | ERISA Attorney | $921,142 | — | $921,142 |
| FRONTIER CAPITAL MANAGEMENT COMPANY | Investment Advisor | $769,229 | — | $769,229 |
| LSV ASSET MANAGEMENT | Investment Advisor | $689,085 | — | $689,085 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Investment Advisor | $577,605 | — | $577,605 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $381,495 | — | $381,495 |
| HORIZON ACTUARIAL SERVICES, LLC | Actuary | $251,576 | — | $251,576 |
| WELLINGTON TRUST | Investment Advisor | $203,520 | — | $203,520 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $193,775 | — | $193,775 |
| BRANDYWINE GLOBAL INVESTMENT MANAGE | Investment Advisor | $187,782 | — | $187,782 |
| CHARTWELL INVESTMENT PARTNERS, LLC | Investment Advisor | $151,756 | — | $151,756 |
| SEGAL MARCO ADVISORS | Investment Advisor | $129,167 | — | $129,167 |
| MELLON CAPITAL MANAGEMENT | Investment Advisor | $106,791 | — | $106,791 |
| CALIBRE CPA GROUP | Auditor | $75,355 | — | $75,355 |
| INCOME RESEARCH & MANAGEMENT | Investment Advisor | $67,741 | — | $67,741 |
| SARA PIKOFSKY | Other Service Provider | $55,947 | — | $55,947 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $54,531 | — | $54,531 |
| SEGALL BRYANT HAMILL | Investment Advisor | $46,557 | — | $46,557 |
| JIM ROEHNER | Other Service Provider | $38,488 | — | $38,488 |
| LAUREN KANE | Other Service Provider | $27,574 | — | $27,574 |
| VICKIE STONE | Other Service Provider | $19,867 | — | $19,867 |
| ASHLEY MARTIN | Other Service Provider | $19,183 | — | $19,183 |
| RACHELLE KENNEY | Other Service Provider | $18,905 | — | $18,905 |
| TABITHA HINSON | Other Service Provider | $18,876 | — | $18,876 |
| LACLAIRE SANDERS | Other Service Provider | $18,559 | — | $18,559 |
| JOSH TODD | Other Service Provider | $18,400 | — | $18,400 |
| JESSICA REED | Other Service Provider | $18,072 | — | $18,072 |
| KIM FOXWELL | Other Service Provider | $16,366 | — | $16,366 |
| TAMMY POORE | Other Service Provider | $16,364 | — | $16,364 |
| VELMA HUGHES | Other Service Provider | $15,437 | — | $15,437 |
| BIANCA VALERIO | Other Service Provider | $14,657 | — | $14,657 |
| TONY SHELL | Other Service Provider | $14,041 | — | $14,041 |
| CHRIS WENDELGEST | Other Service Provider | $13,752 | — | $13,752 |
| CATHERINE WRIGHT | Other Service Provider | $13,360 | — | $13,360 |
| DANIELLE MOORE | Other Service Provider | $7,821 | — | $7,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Investment Advisor
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,316,094
- Estimated Expense Ratio: 0.429% 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 | $7,931,749 | $4,255,909 | — | $67,750 | — |
| 2023 | $6,318,674 | $4,315,623 | — | $65,800 | — |
| 2022 | $11,137,311 | $5,098,239 | — | — | $502,570 |