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Original filing (PDF)20251015143444NAL0005147329001
TEAMSTERS LOCAL 819 PENSION FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 819 PENSION FUND
Defined-benefit pension plan
Signals · 3
~103 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
432
Accounts w/ balance
—
Plan assets (EOY)
$50.8M
Net assets (EOY)
$50.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 103 bps in Schedule C fees — 544% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL 819 PENSION FUND.
Plan sponsor
Name
TEAMSTERS LOCAL 819 PENSION FUND
EIN
13-2578837
Address
655 THIRD AVE · 12TH FLOOR · NEW YORK, NY · 100175621
Phone
(212) 308-4200
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SAMUEL GOLDSTEIN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M & T INVESTMENT GROUP | 16-0538020 | BUFFALO, NY | CUSTODIAN | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY INC | 13-3879959 | NEW YORK, NY | TPA/ACTUARY | $294K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | NEW YORK, NY | NONE | $93K | — |
| BOSTON TRUST & INVESTMENT MANAGEMEN | 04-2273811 | BOSTON, MA | NONE | $41K | — |
| SAMUEL GOLDSTEIN & CO, P.C. | 11-2478817 | GREAT NECK, NY | NONE | $40K | — |
| INVESTMENT CONSULTING SERVICES LLC | 32-0016703 | OAK BROOK, IL | NONE | $22K | — |
| F/M INVESTMENTS, LLC | 93-4308588 | WASHINGTON, DC | NONE | $13K | — |
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.