Teamsters Local 830 Pension Plan's EIN is 23-1990755.
Download the official 2023 Form 5500 (PDF) for Teamsters Local 830 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PORTFOLIO ADVISORS, LLC | 06-1487853 | — | NONE | $159K | — |
| HARDMAN JOHNSTON GLOBL ADVISORS | 13-3257590 | — | NONE | $114K | — |
| LOGAN CAPITAL MANAGEMENT INC | 23-2744570 | — | NONE | $76K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $76K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $48K | — |
| GREAT LAKES ADVISORS LLC | 80-0292839 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYD WATERSON ASSETS MANAGEMENT LLC | 34-1922005 | — | NONE | $214K | — |
| INTERCONTINENTAL R/E CORP. | 04-2895544 | — | NONE | $176K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | — | NONE | $100K | — |
| SAMUEL J. KENISH | 23-1990755 | — | EMPLOYEE | $91K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $59K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $52K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $48K | — |
| CBIZ | 22-2769024 | — | NONE | $46K | — |
| JENNIFER SCHMELTZER | 23-1990755 | — | EMPLOYEE | $42K | — |
| ENTRUST GLOBAL PARTNERS LLC | 13-4021839 | — | NONE | $42K | — |
| BRANDON KENISH | 23-1990755 | — | EMPLOYEE | $37K | — |
| AGNES BREEN | 23-1990755 | — | EMPLOYEE | $36K | — |
| MARY C. JONIEC | 23-1990755 | — | EMPLOYEE | $35K | — |
| PATRICIA PERRONE | 23-1990755 | — | EMPLOYEE | $29K | — |
| DONNA DI FRANCESCO | 23-1990755 | — | EMPLOYEE | $29K | — |
| GABRIEL DEL GAISO | 23-1990755 | — | EMPLOYEE | $29K | — |
| JENNIFER LANGDON | 23-1990755 | — | EMPLOYEE | $26K | — |
| CLEARY JOSEM & TRIGIANI LLP | 23-2657967 | — | NONE | $24K | — |
| COZEN O'CONNOR | 23-1732832 | — | NONE | $23K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $21K | — |
| PNC BANK, N.A. | 25-1197336 | — | NONE | $13K | — |
| ARISTOTLE CREDIT PARTNERS LLC | 23-1415471 | — | NONE | $0 | — |
| JOSEPH GRACE HOLDINGS, INC. | 11-3506712 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARDMAN JOHNSTON INTERNATIONAL EQUI HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | — | $6.5M | $15.8M | 8.8% | |
| U.S. Real Estate Investment Fund, LLC | Other securities | — | $15.9M | $14.6M | 8.1% | |
| First Eagle International Value Fund, LP | Other securities | — | $12.3M | $14.1M | 7.9% | |
| Boyd Watterson State Government Fund, LP | Other securities | — | $12.8M | $11.3M | 6.3% | |
| GoldenTree Multi-Sector Fund Offshore ERISA, Ltd. | Common Stocks | — | $9.5M | $11.2M | 6.2% | |
| LOOMIS INTERMEDIATE FIXED INCOME TR LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 001 | Common Collective Trust | — | $10.1M | $11.1M | 6.2% | |
| Corbin ERISA Opportunity Fund, LP | Other securities | — | $7.9M | $10.8M | 6.0% | |
| BNYM MELLON AFL-CIO STOCK INDEX FUN THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | $5.6M | $10.7M | 6.0% | |
| Portfolio Advisors Secondary Fund IV (Offshore), LP | Other securities | — | $5.3M | $6.3M | 3.5% | |
| Boyd Watterson GSA Fund, LP | Other securities | — | $4.9M | $4.6M | 2.6% | |
| Portfolio Advisors Secondary Fund III (Offshore), LP | Other securities | — | $3.6M | $4.4M | 2.4% | |
| American Core Realty Fund, LP | Other securities | — | $3.8M | $4.0M | 2.2% | |
| EnTrustPermal Special Opportunities Fund IV, Ltd. | Common Stocks | — | $3.3M | $3.5M | 1.9% | |
| Allspring Treasury Plus Money Market Fund | Cash / Money Market | — | $3.1M | $3.1M | 1.7% | |
| Principal Bank 415 * PNC Bank | Other securities | — | $2.2M | $2.2M | 1.2% | |
| Apple Inc | Common Stocks | — | $180K | $1.0M | 0.6% | |
| KLA Corp | Common Stocks | — | $272K | $1.0M | 0.6% | |
| Broadcom Inc | Common Stocks | — | $55K | $954K | 0.5% | |
| Allspring Government Money Market Fund | Cash / Money Market | — | $908K | $908K | 0.5% | |
| Meta Platforms Inc CL A | Common Stocks | — | $315K | $901K | 0.5% | |
| Amphenol Corp Cl A | Common Stocks | — | $277K | $889K | 0.5% | |
| Netflix Inc | Common Stocks | — | $101K | $761K | 0.4% | |
| Mastercard Inc | Common Stocks | — | $95K | $752K | 0.4% | |
| Dicks Sporting Goods Inc | Common Stocks | — | $216K | $703K | 0.4% | |
| Amazon Com Inc Com | Common Stocks | — | $214K | $692K | 0.4% | |
| Alphabet Inc Cl A | Common Stocks | — | $293K | $625K | 0.3% | |
| Arista Networks Inc | Common Stocks | — | $175K | $518K | 0.3% | |
| United Rental Inc Com | Common Stocks | — | $76K | $483K | 0.3% | |
| Cintas Corp | Common Stocks | — | $64K | $474K | 0.3% | |
| Deckers Outdoor Corp | Common Stocks | — | $265K | $453K | 0.3% | |
| OLD Dominion Freight Lines Inc | Common Stocks | — | $244K | $352K | 0.2% | |
| Fastenal Co | Common Stocks | — | $188K | $349K | 0.2% | |
| Mettler-Toledo Intl Inc | Common Stocks | — | $65K | $345K | 0.2% | |
| Williams Sonoma Inc | Common Stocks | — | $69K | $342K | 0.2% | |
| Textron Inc | Common Stocks | — | $261K | $314K | 0.2% | |
| Alphabet Inc Cl C | Common Stocks | — | $34K | $299K | 0.2% | |
| Burlington Stores Inc | Common Stocks | — | $218K | $296K | 0.2% | |
| Trade Desk Inc | Common Stocks | — | $73K | $284K | 0.2% | |
| Sherwin Williams Co | Common Stocks | — | $36K | $278K | 0.2% | |
| F5 Inc | Common Stocks | — | $256K | $272K | 0.2% | |
| Copart Inc Com | Common Stocks | — | $100K | $263K | 0.1% | |
| Lithia Motors Inc CL A Com | Common Stocks | — | $257K | $260K | 0.1% | |
| Texas Roadhouse Inc | Common Stocks | — | $144K | $237K | 0.1% | |
| Lincoln Electric Holdings Com | Common Stocks | — | $176K | $236K | 0.1% | |
| Waters Corp | Common Stocks | — | $53K | $227K | 0.1% | |
| CCO Hldgs LLC/CA Bond 05/01/32 | Common Stocks | — | $217K | $227K | 0.1% | |
| Starbucks Corp Com | Common Stocks | — | $47K | $221K | 0.1% | |
| Applied Materials Inc | Common Stocks | — | $143K | $210K | 0.1% | |
| Parsons Corp | Common Stocks | — | $184K | $208K | 0.1% | |
| Netapp Inc | Common Stocks | — | $147K | $204K | 0.1% |
