Original filing (PDF)20251014123038NAL0005931282002

W PA TEAMSTERS & EMPLOYERS PENSION

Name: W PA TEAMSTERS & EMPLOYERS PENSION — WESTERN PENNSYLVANIA TEAMSTERS AND EMPLOYERS PENSION FUND, Form 5500 (2024)
Creator: W PA TEAMSTERS & EMPLOYERS PENSION

Form 5500

FILING_RECEIVED

WESTERN PENNSYLVANIA TEAMSTERS AND EMPLOYERS PENSION FUND

Defined-benefit pension plan

Signals · 3

31% in single holdingNo recordkeeper disclosed33 service providers

Active participants

3,616

Accounts w/ balance

—

Plan assets (EOY)

$1.6B

Net assets (EOY)

$1.6B

How this plan invests

This plan

9 pooled trusts

Schedule D

95 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: EB TEMPORARY INVESTMENT FUND OF THE BANK OF NEW YORK MELLON (extraction pending)]" is 31% of plan.
30 bps in Schedule C fees — 502% above peer band of 5 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W PA TEAMSTERS & EMPLOYERS PENSION.

Plan sponsor

Name

W PA TEAMSTERS & EMPLOYERS PENSION

DBA

FUND BOARD OF TRUSTEES

EIN

25-6029946

Address

900 PARISH STREET, SUITE 101 · PITTSBURGH, PA · 152203425

Phone

(412) 362-4200

Industry

Other Services (ex. Public Admin)see 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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

33 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOOMIS SAYLES & COMPANY, LP	94-6799945	—	NONE	$615K	—
GRIDIRON PARTNERS LLC	—	PITTSBURGH, PA	NONE	$439K	—
FOUNDRY PARTNERS LLC	—	CLEVELAND, OH	NONE	$349K	—
COMMONWEALTH INVESTMENT MANAGEMENT	—	PITTSBURGH, PA	NONE	$334K	—
TWIN CAPITAL MANAGEMENT INC.	—	MCMURRAY, PA	NONE	$329K	—
FOSTER & FOSTER INC.	—	ALLENTOWN, PA	NONE	$229K	—
NEW ENGLAND PENSION CONSULTANTS INC	04-2927339	—	NONE	$213K	—
C.S. MCKEE, LP	—	PITTSBURGH, PA	NONE	$202K	—
HUDSON EDGE INVESTMENT PARTNERS INC	—	JERSEY CITY, NJ	NONE	$185K	—
GROOM LAW GROUP	—	WASHINGTON, DC	NONE	$166K	—
BNY MELLON WEALTH MANAGEMENT	—	PITTSBURGH, PA	NONE	$160K	—
VINCENT SZELIGO	—	PITTSBURGH, PA	EMPLOYEE	$145K	—
VICTORY CAPITAL MANAGEMENT INC.	20-5094703	—	NONE	$131K	—
GROSSMAN YANAK & FORD LLP	25-1638525	—	NONE	$131K	—
INSIGHT NORTH AMERICA LLC	—	NEW YORK, NY	NONE	$120K	—
MEYER UNKOVIC & SCOTT LLP	—	PITTSBURGH, PA	NONE	$118K	—
NOVARA TESIJA CATENACCI MCDONALD	—	TROY, MI	NONE	$111K	—
GERALDINE TALERICO	—	PITTSBURGH, PA	EMPLOYEE	$103K	—
BNY MELLON, N.A.	—	NEW YORK, NY	NONE	$94K	—
PARAMETRIC PORTFOLIO ASSOCIATES LLC	—	SEATTLE, WA	NONE	$87K	—
ACRISURE MID-ATL. PART. INS. SERV.	92-3652116	—	NONE	$80K	—
ALLEN BATES ASSOCIATES, INC.	25-1460327	—	NONE	$76K	—
LAURA M. MOMICH	—	PITTSBURGH, PA	EMPLOYEE	$70K	—
MATTHEW KOMOROSKI	—	PITTSBURGH, PA	EMPLOYEE	$65K	—
ALBANESE SINCHAR SMITH & CO.	46-1686881	—	NONE	$60K	—
CHRISTINE CARVAJAL	—	PITTSBURGH, PA	EMPLOYEE	$54K	—
JENNIFER MCCOY	—	PITTSBURGH, PA	EMPLOYEE	$46K	—
ROSANNE DUHIG	—	PITTSBURGH, PA	EMPLOYEE	$40K	—
COMPUCOM INC.	—	PITTSBURGH, PA	NONE	$33K	—
THE NET EFFECT INC.	—	PITTSBURGH, PA	NONE	$23K	—
TRACY HUSAK	—	PITTSBURGH, PA	EMPLOYEE	$19K	—
NOVAK FRANCELLA LLC	—	BALA CYDWYD, PA	NONE	$10K	—
BUILDINGSTARS OPERATIONS INC.	—	PITTSBURGH, PA	NONE	$6K	—

Investments

90 direct securities · 9 pooled funds· $410.1M(25% 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

$165.1M

4 holdings

Uncategorized

$138.0M

87 holdings

103-12 Investment Entity

$57.6M

3 holdings

Pooled Separate Account

$46.1M

2 holdings

OTHER

$3.4M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
[DFE: EB TEMPORARY INVESTMENT FUND OF THE BANK OF NEW YORK MELLON (extraction pending)]	—	—	—	$83.8M	5.2%
EB TEMP. INVEST. FD. BNY MELLON THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023	Common Collective Trust	—	—	$83.8M	5.2%
NHIT MULTISECTOR FULL DISCRETION TR LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 005	Common Collective Trust	—	—	$34.8M	2.2%
NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVEST MGMT CAYMAN LTD · EIN 76-6192146 / PN 003	103-12 Investment Entity	—	—	$29.7M	1.8%
VICTORY TRIV EMERG MKT SM CAP COLL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 015	Common Collective Trust	—	—	$27.4M	1.7%
PRISA II ACCOUNT THE PRUDENTIAL INSURANCE CO OF AMERICA · EIN 22-1211670 / PN 039	Pooled Separate Account	—	—	$26.8M	1.7%
GLOBAL EQUITY LONG-ONLY FUND LP FIERA CAPITAL INC. · EIN 90-0947943 / PN 001	103-12 Investment Entity	—	—	$25.9M	1.6%
PRISA ACCOUNT THE PRUDENTIAL INSURANCE CO OF AMERICA · EIN 22-1211670 / PN 038	Pooled Separate Account	—	—	$19.3M	1.2%
ARTISAN MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021	Common Collective Trust	—	—	$19.2M	1.2%
Healthcare	—	—	—	$2.3M	0.1%
ALCENTRA EURO CREDIT OPP FUND II THE BANK OF NEW YORK MELLON · EIN 47-4109552 / PN 001	103-12 Investment Entity	—	—	$2.0M	0.1%
Taiwan Semiconductor Manufacturing Co Ltd	—	10,084.261	—	$2.0M	0.1%
Alphabet, Inc.	—	10,444.679	—	$2.0M	0.1%
Microsoft Corp	—	4,657.56	—	$2.0M	0.1%
Industrials	—	—	—	$1.8M	0.1%
Moodys Corp	—	3,340.076	—	$1.6M	<0.1%
Other	OTHER	—	—	$1.5M	<0.1%
AutoZone Inc.	—	433.897	—	$1.4M	<0.1%
Mastercard Inc	—	2,630.035	—	$1.4M	<0.1%
Taiwan Semiconductor Manufacturing Company Limited Sponsored ADR	—	6,687.486	—	$1.3M	<0.1%
Microsoft Corporation	—	2,815.343	—	$1.2M	<0.1%
Alphabet, Inc. 'C' Shares	—	5,373.602	—	$1.0M	<0.1%
Mastercard, Inc. 'A' Shares	—	1,921.138	—	$1.0M	<0.1%
Other	OTHER	—	—	$937K	<0.1%
Other	OTHER	—	—	$922K	<0.1%
Consumer Discretionary	—	—	—	$890K	<0.1%
Amphenol Corporation 'A' Shares	—	12,608.29	—	$876K	<0.1%
Novo Nordisk AS 'B' Shares	—	10,025.866	—	$869K	<0.1%
Consumer Discrectionary	—	—	—	$852K	<0.1%
Materials	—	—	—	$806K	<0.1%
Linde Plc	—	1,885.524	—	$789K	<0.1%
TJX Companies, Inc.	—	6,453.504	—	$780K	<0.1%
Automatic Data Processing, Inc.	—	2,639.466	—	$773K	<0.1%
Compass Group Plc	—	22,429.793	—	$748K	<0.1%
Technology	—	—	—	$745K	<0.1%
Booking Holdings, Inc.	—	148.883	—	$740K	<0.1%
Intuitive Surgical, Inc.	—	1,395.657	—	$728K	<0.1%
Alimentation Couche-Tard, Inc.	—	13,082.251	—	$725K	<0.1%
Keyence Corporation	—	1,753.972	—	$721K	<0.1%
Fastenal Company	—	9,825.439	—	$707K	<0.1%
Adobe, Inc.	—	1,587.214	—	$706K	<0.1%
Fortinet, Inc.	—	7,352.528	—	$695K	<0.1%
O'Reilly Automotive, Inc.	—	581.505	—	$690K	<0.1%
Stryker Corporation	—	1,909.881	—	$688K	<0.1%
Industria de Diseño Textil SA	—	13,328.225	—	$685K	<0.1%
Consumer Discretionary	—	—	—	$673K	<0.1%
Consumer Staples	—	—	—	$643K	<0.1%
AIA Group Limited	—	87,854.736	—	$637K	<0.1%
Texas Instruments, Inc.	—	3,371.37	—	$632K	<0.1%
Paychex, Inc.	—	4,474.419	—	$627K	<0.1%
Cisco Systems, Inc.	—	10,466.905	—	$620K	<0.1%
Consumer Staples	—	—	—	$608K	<0.1%
Technology	—	—	—	$605K	<0.1%
LVMH Moët Hennessy Louis Vuitton SE	—	885.833	—	$583K	<0.1%
ResMed, Inc.	—	2,547.76	—	$583K	<0.1%
Costco Wholesale Corporation	—	634.791	—	$582K	<0.1%
Health Care	—	—	—	$574K	<0.1%
Roche Holding AG	—	2,018.297	—	$569K	<0.1%
Edwards Lifesciences Corporation	—	7,666.891	—	$568K	<0.1%
Old Dominion Freight Line, Inc.	—	3,035.591	—	$535K	<0.1%
Copart, Inc.	—	9,050.658	—	$519K	<0.1%
CSL Limited	—	2,976.535	—	$519K	<0.1%
L'Oréal SA	—	1,448.105	—	$513K	<0.1%
ASML Holding NV	—	716.133	—	$503K	<0.1%
Experian Plc	—	11,618.782	—	$501K	<0.1%
Consumer Staples	—	—	—	$499K	<0.1%
Shin-Etsu Chemical Company Limited	—	14,743.522	—	$497K	<0.1%
NIKE, Inc. 'B' Shares	—	6,457.362	—	$489K	<0.1%
West Pharmaceutical Services, Inc.	—	1,476.615	—	$484K	<0.1%
Canadian National Railway Company	—	4,547.956	—	$462K	<0.1%
Industrials	—	—	—	$459K	<0.1%
Gamma (Fiber) Holdings 2 B. V.	—	—	$441K	$441K	<0.1%
Financials	—	—	—	$408K	<0.1%
Ferguson Enterprises, Inc.	—	2,233.25	—	$388K	<0.1%
Waters Corporation	—	1,020.054	—	$378K	<0.1%
Industrials	—	—	—	$378K	<0.1%
Visa, Inc. 'A' Shares	—	1,174.323	—	$371K	<0.1%
Moody's Corporation	—	780.619	—	$370K	<0.1%
NSF FINCO Limited	—	—	$321K	$349K	<0.1%
Mettler-Toledo International, Inc.	—	281.702	—	$345K	<0.1%
Cognizant Technology Solutions Corporation 'A' Shares	—	4,206.915	—	$324K	<0.1%
Lonza Group AG	—	535.12	—	$316K	<0.1%
SMC Corporation	—	753.467	—	$298K	<0.1%
BVA	—	22.135	—	$268K	<0.1%
Fides Acquisitions	—	—	$302K	$203K	<0.1%
Clareant Training Holdings Limited	—	23.826	—	$159K	<0.1%
Groupe People and Baby	—	—	$385K	$132K	<0.1%
Fuji Acquisitions	—	—	$167K	$113K	<0.1%
Caroola Group Ltd	—	—	$67K	$83K	<0.1%
Clareant UK Holding Limited	—	10.176	—	$63K	<0.1%
Ebury	—	96.255	—	$53K	<0.1%
Clareant Business Services Holdings Limited	—	21.136	—	$51K	<0.1%
Fluyt Bidco B. V.	—	—	$80K	$50K	<0.1%
2 RIDE HOLDING	—	—	$28K	$28K	<0.1%
MTH Midco Limited	—	—	$18K	$22K	<0.1%
Caroola Group Ltd	—	—	—	$13K	<0.1%
NSF Finco Limited	—	—	—	$7K	<0.1%
MTH Bidco Limited	—	—	—	$7K	<0.1%
2 Ride Holding	—	—	—	$4K	<0.1%