Plan Snapshot
- Plan Sponsor: Trustees Of Teamsters Union No. 142 Pension Fund
- Sponsor EIN: 516051034
- Sponsor Address: 1300 CLARK ROAD, GARY, IN, 46404
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,035
- Total Assets: $638.6M
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 | 2,035 | $638.6M | $24.4M | $0 |
| 2023 | 2,059 | $602.6M | $24.5M | $0 |
| 2022 | 1,982 | $582.1M | $23.2M | $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 |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $451,458 | — | $451,458 |
| MACQUARIE INVESTMENT MANAGEMENT | Other Service Provider | $389,900 | — | $389,900 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $261,646 | — | $261,646 |
| LEGACY PROFESSIONALS LLP | Auditor | $222,800 | — | $222,800 |
| THE SEGAL COMPANY | Other Service Provider | $171,574 | — | $171,574 |
| BOSTON TRUST AND INVESTMENT | Other Service Provider | $169,123 | — | $169,123 |
| JAY SMITH | Other Service Provider | $145,051 | — | $145,051 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $121,629 | — | $121,629 |
| INVESTMENT CONSULTING SERVICES, LLC | Other Service Provider | $104,000 | — | $104,000 |
| MICHELLE ARROYO | Other Service Provider | $99,710 | — | $99,710 |
| AMY VOLOCHATI | Other Service Provider | $98,952 | — | $98,952 |
| SLC MANAGEMENT | Other Service Provider | $82,513 | — | $82,513 |
| CHRISTINA HERNANDEZ | Other Service Provider | $79,918 | — | $79,918 |
| PNC CAPITAL ADVISORS | Other Service Provider | $58,948 | — | $58,948 |
| ASHER, GITTLER & D'ALBA, LTD. | Other Service Provider | $54,980 | — | $54,980 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $45,215 | — | $45,215 |
| JOHNSON ASSET MANAGEMENT | Other Service Provider | $25,477 | — | $25,477 |
| JBM COMPUTER CONSULTANTS, INC. | Other Service Provider | $23,911 | — | $23,911 |
| ABEL NOSER HOLDINGS, LLC | Other Service Provider | $17,325 | — | $17,325 |
| RHUMBLINE ADVISERS | Other Service Provider | $7,557 | — | $7,557 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $7,198 | — | $7,198 |
| UNION INSURANCE GROUP | Other Service Provider | — | $7,188 | $7,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,646,073
- Estimated Expense Ratio: 0.414% 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 | $3,098,340 | $1,570,197 | $59,303 | $75,000 | — |
| 2023 | $7,066,402 | $1,567,624 | $45,969 | $75,000 | — |
| 2022 | $2,958,240 | $1,579,366 | $36,097 | — | $491,008 |