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Original filing (PDF)20260126124424NAL0001915984003
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUND
Form 5500
FILING_RECEIVED
TEAMSTERS UNION NO. 142 PENSION FUND
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed22 service providers
Active participants
2,035
Accounts w/ balance
—
Plan assets (EOY)
$638.6M
Net assets (EOY)
$637.2M
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: PRISA ACCOUNT (extraction pending)]" is 100% of plan.
- 41 bps in Schedule C fees — 589% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUND
EIN
51-6051034
Address
1300 CLARK ROAD · GARY, IN · 46404
Phone
(219) 949-1550
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-26
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
22 rowsOther
22| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $451K | — |
| MACQUARIE INVESTMENT MANAGEMENT | 23-2859590 | — | NONE | $390K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $262K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $223K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $172K | — |
| BOSTON TRUST AND INVESTMENT | 04-2273811 | — | NONE | $169K | — |
| JAY SMITH | 51-6051034 | — | EMPLOYEE | $145K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $122K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | — | NONE | $104K | — |
| MICHELLE ARROYO | 51-6051034 | — | EMPLOYEE | $100K | — |
| AMY VOLOCHATI | 51-6051034 | — | EMPLOYEE | $99K | — |
| SLC MANAGEMENT | — | NEW YORK, NY | NONE | $83K | — |
| CHRISTINA HERNANDEZ | 51-6051034 | — | EMPLOYEE | $80K | — |
| PNC CAPITAL ADVISORS | — | HOUSTON, TX | NONE | $59K | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $55K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | NONE | $45K | — |
| JOHNSON ASSET MANAGEMENT | — | CINCINNATI, OH | NONE | $25K | — |
| JBM COMPUTER CONSULTANTS, INC. | 16-1173118 | — | NONE | $24K | — |
| ABEL NOSER HOLDINGS, LLC | 81-2351633 | — | NONE | $17K | — |
| RHUMBLINE ADVISERS | 04-3118582 | — | NONE | $8K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | — | NONE | $7K | — |
| UNION INSURANCE GROUP | — | CHICAGO, IL | NONE | $0 | — |
Investments
1 pooled fund· $46.8M(7% 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 |
|---|---|---|---|---|---|---|
| PRISA ACCOUNT PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $46.8M | 7.3% |