Back to filter
Original filing (PDF)20250616143538NAL0001551680002
TEAMSTERS LOCAL 830 PENSION PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 830 PENSION PLAN
Defined-benefit pension plan
Signals · 3
~94 bps in Sched C feesNo recordkeeper disclosed29 service providers
Active participants
375
Accounts w/ balance
—
Plan assets (EOY)
$179.8M
Net assets (EOY)
$179.6M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 94 bps in Schedule C fees — 836% above peer band of 10 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 830 PENSION PLAN.
Plan sponsor
Name
TEAMSTERS LOCAL 830 PENSION PLAN
EIN
23-1990755
Address
12298 TOWNSEND ROAD · PHILADELPHIA, PA · 19154
Phone
(215) 969-1012
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-16
Pension benefit codes
1B · Flat-dollar DB formula
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
29 rowsOther
29| 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 | — |
| PORTFOLIO ADVISORS, LLC | 06-1487853 | — | NONE | $159K | — |
| HARDMAN JOHNSTON GLOBL ADVISORS | 13-3257590 | — | NONE | $114K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | — | NONE | $100K | — |
| SAMUEL J. KENISH | 23-1990755 | — | EMPLOYEE | $91K | — |
| LOGAN CAPITAL MANAGEMENT INC | 23-2744570 | — | NONE | $76K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $76K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $59K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $52K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $48K | — |
| 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 | — |
| GREAT LAKES ADVISORS LLC | 80-0292839 | — | NONE | $40K | — |
| 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 | — |
Investments
3 pooled funds· $37.7M(21% 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
$21.9M
2 holdings
103-12 Investment Entity
$15.8M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARDMAN JOHNSTON INTERNATIONAL EQUI HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $15.8M | 8.8% |
| LOOMIS INTERMEDIATE FIXED INCOME TR LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 001 | Common Collective Trust | $11.1M | 6.2% |
| BNYM MELLON AFL-CIO STOCK INDEX FUN THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | $10.7M | 6.0% |