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Original filing (PDF)20251009081257NAL0003731939001
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 PENSION FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 814 PENSION FUND
Defined-benefit pension plan
Signals · 3
29% in single holdingNo recordkeeper disclosed11 service providers
Active participants
379
Accounts w/ balance
—
Plan assets (EOY)
$92.8M
Net assets (EOY)
$92.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SEGAL MARCO ADVISORS SEGAL MARCO GROUP FIXED INCOME TRUST" is 29% of plan.
- 66 bps in Schedule C fees — 310% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 814 PENSION FUND
EIN
11-6234358
Address
810 BELMONT AVENUE · NORTH HALEDON, NJ · 07508
Phone
(973) 423-4565
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $61K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | LEGAL COUNSEL | $50K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN NJ TEAMSTERS BENEFIT PLAN | 22-6082349 | — | NONE | $142K | — |
| JPMORGAN CHASE BANK, NA | 13-4994650 | — | NONE | $121K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $100K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $76K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $26K | — |
| SCHULTHEIS AND PANETTIERI LLP | 13-1577780 | — | NONE | $15K | — |
| FITZSIMMONS AND ABRAMS, LLP | 13-2858927 | — | NONE | $9K | — |
| PITTA LLP | 26-3852082 | — | NONE | $8K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
Investments
2 direct securities · 5 pooled funds· $90.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$53.1M
4 holdings
103-12 Investment Entity
$26.5M
1 holding
Uncategorized
$11.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | $25.0M | $26.5M | 28.5% | |
| NT COLLECTIVE RUSSELL 3000 INDEX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 097 | Common Collective Trust | — | $8.4M | $26.4M | 28.5% | |
| NT COLLECTIVE EAFE INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 024 | Common Collective Trust | — | $11.9M | $18.5M | 19.9% | |
| JPMORGAN ASSET MANAGEMENT INFRASTRUCTURE INVESTMENT FUND | — | — | $4.0M | $6.1M | 6.6% | |
| ROGERSCASEY TARGET SOLUTIONS RCTS EMERGING MARKET EQUITY | — | — | $3.5M | $5.2M | 5.6% | |
| JP MORGAN STRATEGIC PROPERTY FUND JP MORGAN CHASE BANK, NA · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $4.3M | $4.3M | 4.6% | |
| JP MORGAN SPECIAL SIT. PROPERTY FD JP MORGAN CHASE BANK, NA · EIN 13-3980309 / PN 001 | Common Collective Trust | — | $4.0M | $3.9M | 4.2% |