Fred Zuckerman, Trustee, Chairman signed Board of Trustees Teamster Affiliates Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Teamster Affiliates Pension Plan's EIN is 52-6128127.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Teamster Affiliates Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Teamster Affiliates Pension Plan's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMST |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $240.4M | 90.0% | |
| BNYM AFL-CIO CF SL BROAD MKT STOCK BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | — | — | $137.7M | 51.6% | |
| JP MORGAN CORE BOND FUND JPMORGAN CHASE, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $25.7M | 9.6% | |
| BNYM CF SL INT'L STOCK INDEX FUND BANK OF NEW YORK MELLON · EIN 25-1844930 / PN 001 | Common Collective Trust | — | — | $17.2M | 6.5% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS IN · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $13.7M | 5.1% | |
| PGIM REAL ESTATE U.S. DEBT FUND S.A PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 219 | Pooled Separate Account | — | — | $13.4M | 5.0% | |
| COMM PENN TRUST FUND (STRAT PROP) JPMORGAN CHASE, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $11.0M | 4.1% | |
| BNYM AFL-CIO LG CAP ST INDX FD BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% |
| 53-0215427 |
| — |
| RELATED ORGANIZATION |
| $494K |
| — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $82K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $64K | — |
| FEINBERG DUMONT & BRENNAN | — | BOSTON, MA | NONE | $14K | — |
| TRACEY SCOTT | 52-6128127 | — | IBT EMPLOYEE | $0 | — |
| GEORGE ASHU | 52-6128127 | — | IBT EMPLOYEE | $0 | — |
| LOUISA MARGARET SLAPPEY | 52-6128127 | — | IBT EMPLOYEE | $0 | — |
| CARLA ROBLES | 52-6128127 | — | IBT EMPLOYEE | $0 | — |
| ALEJANDRO MATTIUZZO | 52-6128127 | — | IBT EMPLOYEE | $0 | — |
