# Trustees Of Teamsters Union No. 142 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-union-no-142-pension-fund-516051034-001

> Trustees Of Teamsters Union No. 142 Pension Fund's DB plan: 2,035 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — Recordkeeper

- [J.P. MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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