William M Shappell signed Central Pennsylvania Teamsters Pension Fund, Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Pennsylvania Teamsters Pension Fund, Trustees' EIN is 23-6262789.
Download the official 2024 Form 5500 (PDF) for Central Pennsylvania Teamsters Pension Fund, Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $958K | — |
| WESTFIELD CAPITAL MGMT CO.LP | 80-0175963 | — | NONE | $604K | — |
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $517K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KENNETH A. ROSS | 23-6262789 | — | TRUSTEE | $11K | — |
| KEVIN M. BOLIG | 23-6262789 | — | TRUSTEE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN, LEWIS, & BOCKIUS LLP | 23-0891050 | — | NONE | $661K | — |
| SEGALL BRYANT & HAMILL | 35-2679129 | — | NONE | $496K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $358K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $258K | — |
| CBIZ RPS | 31-1582098 | — | NONE | $191K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432390 | — | NONE | $190K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE RUSSELL 1000 INDEX FU NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 095 | Common Collective Trust | — | $114.8M | $191.1M | 12.7% | |
| CF WA CAP JMT Real Estate Equity Fund | Other securities | — | $71.2M | $81.7M | 5.5% | |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | — | — | $81.7M | 5.5% | |
| Boyd Waterson GSA Fund LP | Other securities | — | $93.0M | $80.2M | 5.4% | |
| LOOMIS SAYLES HIGH YIELD CONSERVATI LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 006 | Common Collective Trust | — | $75.1M | $80.2M | 5.4% | |
| Corbin ERISA Opportunity Fund LP | Other securities | — | $65.0M | $76.1M | 5.1% | |
| GOLDENTREE MULTI-SECTOR FUND OFFSHO GOLDENTREE ASSET MANAGEMENT · EIN 98-1018819 / PN 002 | 103-12 Investment Entity | — | $63.5M | $74.8M | 5.0% | |
| SIERRA FRANKLIN EAFE PLUS EQUITY TR FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH · EIN 90-6149946 / PN 001 | Common Collective Trust | — | $77.0M | $57.6M | 3.8% | |
| CF Causeway International Value Equity | Other securities | — | $45.5M | $56.8M | 3.8% | |
| CAUSEWAY COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 83-2723947 / PN 128 | Common Collective Trust | — | — | $56.8M | 3.8% | |
| U.S. Real Estate Investment Fund | Other securities | — | $63.7M | $55.9M | 3.7% | |
| Hamilton Lane Secondary Feeder Fund V-A LP | Other securities | — | $42.4M | $52.7M | 3.5% | |
| Boyd Watterson State Government Fund | Other securities | — | $48.3M | $42.6M | 2.8% | |
| NT COLLECTIVE GOVERNMENT SHORT TERM NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | $42.5M | $42.5M | 2.8% | |
| GCM Grosvenor Opportunistic Credit Fund V, Ltd. | Common Stocks | — | $29.3M | $34.2M | 2.3% | |
| WACAP SP INFRASTRUCTURE FUND IV FEE WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 86-1680526 / PN 001 | 103-12 Investment Entity | — | $27.5M | $33.6M | 2.2% | |
| Mesirow Financial Private Equity Fund VIII-A, LP | Other securities | — | $28.8M | $31.2M | 2.1% | |
| WACAP O DIRECT LENDING FUND UNLEVER WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 88-3122898 / PN 001 | 103-12 Investment Entity | — | $15.6M | $16.7M | 1.1% | |
| Glouston Private Equity Opportunities VII Fte L.P. | Other securities | — | $8.1M | $9.3M | 0.6% | |
| JP Morgan Chase & Co | Common Stocks | — | $4.8M | $7.3M | 0.5% | |
| Siguler Guff Small Buyout Opportunities Fund IV, LP | Other securities | — | $4.0M | $5.2M | 0.3% | |
| GCM Grosvenor Private Credit Fund Ltd | Common Stocks | — | $3.9M | $4.3M | 0.3% | |
| United Health Group | Common Stocks | — | $3.8M | $4.2M | 0.3% | |
| Blackrock Inc | Common Stocks | — | $3.6M | $3.9M | 0.3% | |
| Boston Scientific Corp | Common Stocks | — | $1.9M | $3.8M | 0.3% | |
| Exxon Mobil Corp | Common Stocks | — | $3.7M | $3.8M | 0.3% | |
| Bank of America Corp | Common Stocks | — | $3.5M | $3.7M | 0.2% | |
| Wells Fargo & Co | Common Stocks | — | $2.3M | $3.5M | 0.2% | |
| Berkshire Hathaway Inc | Common Stocks | — | $2.4M | $3.5M | 0.2% | |
| Parker-Hannifan Corp | Common Stocks | — | $2.1M | $3.4M | 0.2% | |
| Walt Disney Co | Common Stocks | — | $4.3M | $3.3M | 0.2% | |
| Motorola Solutions Inc | Common Stocks | — | $2.1M | $3.2M | 0.2% | |
| Honeywell Intl Inc | Common Stocks | — | $3.0M | $3.2M | 0.2% | |
| Abbott Lab | Other securities | — | $3.1M | $3.1M | 0.2% | |
| RTX Corporation | Common Stocks | — | $2.5M | $3.1M | 0.2% | |
| Duke Energy Corp | Common Stocks | — | $2.7M | $3.1M | 0.2% | |
| Cicso Systems Inc | Common Stocks | — | $2.4M | $3.0M | 0.2% | |
| Descartes Sys Group Inc | Common Stocks | — | $2.2M | $3.0M | 0.2% | |
| Lowes Cos Inc | Common Stocks | — | $2.8M | $3.0M | 0.2% | |
| Intercontinental Exchange Inc | Common Stocks | — | $2.4M | $2.9M | 0.2% | |
| Comfort Sys USA Inc | Common Stocks | — | $1.5M | $2.9M | 0.2% | |
| Abbvie Inc | Common Stocks | — | $2.3M | $2.9M | 0.2% | |
| Quanta SVCS Inc | Common Stocks | — | $1.9M | $2.9M | 0.2% | |
| The Hartford Insurance Group Inc | Common Stocks | — | $1.9M | $2.8M | 0.2% | |
| ADR Ascendis Pharma A/S Sponsored | Common Stocks | — | $2.4M | $2.8M | 0.2% | |
| Delta Airlines Inc | Common Stocks | — | $2.1M | $2.7M | 0.2% | |
| Thermo Fisher Scientific Inc | Common Stocks | — | $2.9M | $2.7M | 0.2% | |
| Meta Platforms Inc | Common Stocks | — | $967K | $2.7M | 0.2% | |
| Caterpillar Inc Com | Common Stocks | — | $1.9M | $2.6M | 0.2% | |
| Insulet Corp | Common Stocks | — | $2.2M | $2.6M | 0.2% |
| WILLIG, WILLIAMS & DAVIDSON |
| 23-2416488 |
| — |
| NONE |
| $160K |
| — |
| MICHELLE L HOUCK | 23-6262789 | — | EMPLOYEE | $108K | — |
| JOSEPH J. SAMOLEWICZ | 23-6262789 | — | EMPLOYEE | $106K | — |
| ASHLEY BORTZ | 23-6262789 | — | EMPLOYEE | $90K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $90K | — |
| JUDITH A GUIDARA | 23-6262789 | — | EMPLOYEE | $89K | — |
| MARTIN L CULLEN | 23-6262789 | — | EMPLOYEE | $80K | — |
| JAMES STRICKER | 23-6262789 | — | EMPLOYEE | $76K | — |
| KRYSTAL CRUZ-GALO | 23-6262789 | — | EMPLOYEE | $71K | — |
| ESSEX TECHNOLOGY GROUP | 22-3679815 | — | NONE | $69K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $62K | — |
| DEBRA PFENNIG | 23-6262789 | — | EMPLOYEE | $61K | — |
| RUSTY KEMP | 23-6262789 | — | EMPLOYEE | $61K | — |
| LISA MARDERNESS | 23-6262789 | — | EMPLOYEE | $61K | — |
| RICHARD PASTUSZEK | 23-6262789 | — | EMPLOYEE | $59K | — |
| ROBERT GENSLINGER | 23-6262789 | — | EMPLOYEE | $55K | — |
| KYLE WELLER | 23-6262789 | — | EMPLOYEE | $53K | — |
| PETER SHIFFER | 23-6262789 | — | EMPLOYEE | $49K | — |
| CHEMERE PEARSON | 23-6262789 | — | EMPLOYEE | $49K | — |
| LORI KEMMERER | 23-6262789 | — | EMPLOYEE | $48K | — |
| AMANDA PATTON | 23-6262789 | — | EMPLOYEE | $48K | — |
| DAMIEN WILD | 23-6262789 | — | EMPLOYEE | $45K | — |
| LV PRINT CENTER | 93-1517255 | — | NONE | $43K | — |
| WEIDENHAMMER SYSTEMS CORP | 23-2054990 | — | NONE | $41K | — |
| ALLYNN SEIDEL | 23-6262789 | — | EMPLOYEE | $41K | — |
| CHARLOTTE HOUSER | 23-6262789 | — | EMPLOYEE | $40K | — |
| KELLY SNYDER | 23-6262789 | — | EMPLOYEE | $39K | — |
| LISA M MIECZKOWSKI | 23-6262789 | — | EMPLOYEE | $38K | — |
| CAILIN ADAMS | 23-6262789 | — | EMPLOYEE | $32K | — |
| JILL SCHMALE | 23-6262789 | — | EMPLOYEE | $30K | — |
| KEYSTONE 74 BENEFITS & ADMIN. LLC | — | PLYMOUTH MEETING, PA | NONE | $25K | — |
| DOYLE PRINTING & OFFSET CO. | 53-0191325 | — | NONE | $12K | — |
| STRATIX SYSTEMS, INC. | 23-1878527 | — | NONE | $10K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $9K | — |
| EDWARDS BUSINESS SYSTEMS | 23-1672672 | — | NONE | $6K | — |
| PACKET WATCH (WGM ASSOC. LLC DBA) | 27-4637065 | — | NONE | $6K | — |
| FABRICANT & FABRICANT INC | 13-1942233 | — | NONE | $0 | — |
| INTERCONTINENTAL R/E CORPORATION | 04-2895544 | — | NONE | $0 | — |
