Board of Trustees Houston Area Teamsters Pension Fund's EIN is 74-6263976.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Houston Area Teamsters Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Houston Area Teamsters Pension Fund's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | 41-1416330 | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES | 76-0560949 | HOUSTON, TX | CONTRACT ADMINISTRATOR | $84K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (F) iShares Core Dividend Growth Fund | Other securities | — | $1.4M | $2.0M | 14.7% | |
| Vanguard Mid-Cap Fund | Mutual Funds | — | $992K | $1.5M | 11.3% | |
| Thornburg Strategic Income Fund | Other securities | — | $945K | $964K | 7.1% | |
| Columbia Strategic Income Fund | Other securities | — | $1.1M | $962K | 7.0% | |
| Cohen & Steers Preferred Income Fund | Other securities | — | $1.1M | $948K | 6.9% | |
| (I) Pioneer International Equity Fund | Other securities | — | $825K | $837K | 6.1% | |
| Bond Fund America Inc | Common Stocks | — | $866K | $837K | 6.1% | |
| (G) PGIM Total Return Bond | Other securities | — | $972K | $836K | 6.1% | |
| (H) PIMCO StocksPlus Int'I Fund | Mutual Funds | — | $850K | $829K | 6.1% | |
| Vanguard Small-Cap Fund | Mutual Funds | — | $567K | $726K | 5.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER PEARSON | 74-1695589 | HOUSTON, TX | ACCOUNTANTS | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES | 26-1370698 | SILVER SPRING, MD | ACTUARY | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS | 73-1388566 | TULSA, OK | ATTORNEY | $10K | — |
