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Original filing (PDF)20251010152530NAL0004370739004
TEAMSTERS LOCAL UNION NO.115 PENSION PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL UNION NO. 115 PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed14 service providers
Active participants
597
Accounts w/ balance
—
Plan assets (EOY)
$130.7M
Net assets (EOY)
$130.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT W1 (extraction pending)]" is 100% of plan.
- 40 bps in Schedule C fees — 301% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL UNION NO.115 PENSION PLAN.
Plan sponsor
Name
TEAMSTERS LOCAL UNION NO.115 PENSION PLAN
EIN
23-6282827
Address
10965 DECATUR ROAD · PHILADELPHIA, PA · 191543210
Phone
(215) 335-0331
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
2025-10-10
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)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $70K | — |
| NICHOLAS ZANCZUK | 23-6282827 | — | EMPLOYEE | $60K | — |
| COOKE & BIELER, L.P. | 23-1392932 | — | NONE | $58K | — |
| BENJAMIN MARCINKIEWICZ JR | 23-6282827 | — | EMPLOYEE | $58K | — |
| GRAYSTONE CONSULTING | 26-4310632 | — | NONE | $51K | — |
| ANGELO, GORDON & CO. | 13-3478879 | — | NONE | $43K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $35K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $34K | — |
| JOHN SULLIVAN | 23-6282827 | — | EMPLOYEE | $26K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $26K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | NONE | $21K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | — | NONE | $19K | — |
| THE UNION LABOR LIFE INSURANCE COMP | 13-1423090 | — | NONE | $16K | — |
| CITIZENS BANK | 05-0156820 | — | NONE | $8K | — |
Investments
1 pooled fund· $2.7M(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UNION LABOR LIFE INS. SEP. ACC. J THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 209 | Pooled Separate Account | — | — | $2.7M | 2.1% |