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Original filing (PDF)20251007083529NAL0004503921003
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN
Form 5500
FILING_RECEIVED
TEAMSTER AFFILIATES PENSION PLAN
Defined-benefit pension plan
Signals · 3
63% in single holdingNo recordkeeper disclosed10 service providers
Active participants
242
Accounts w/ balance
—
Plan assets (EOY)
$267.0M
Net assets (EOY)
$266.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
55
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM AFL-CIO CF SL BROAD MKT STOCK (no filing on disk)]" is 63% of plan.
- 26 bps in Schedule C fees — 161% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN
EIN
52-6128127
Address
25 LOUISIANA AVENUE, NW · WASHINGTON, DC · 200012130
Phone
(202) 624-6800
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
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)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMST | 53-0215427 | — | RELATED ORGANIZATION | $494K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $82K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $64K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $44K | — |
| 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 | — |
Investments
3 direct securities · 7 pooled funds· $243.3M(91% 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
$191.6M
5 holdings
Uncategorized
$24.7M
3 holdings
103-12 Investment Entity
$13.7M
1 holding
Pooled Separate Account
$13.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 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% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $13.6M | 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% | |
| [DFE: COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A. (share>100%, pinned)] | — | — | — | $11.0M | 4.1% | |
| COMM PENN TRUST FUND (STRAT PROP) JPMORGAN CHASE, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $11.0M | 4.1% | |
| RECEIVABLE FROM MASTER FUND | — | — | $47K | $47K | <0.1% | |
| BNYM AFL-CIO LG CAP ST INDX FD BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% |