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Original filing (PDF)20251006080935NAL0008417554004
BOARD OF TRUSTEE OF TEAMSTERS BAKERY DRIVERS AND INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
TEAMSTERS BAKERY DRIVERS AND INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
369
Accounts w/ balance
—
Plan assets (EOY)
$72.5M
Net assets (EOY)
$72.5M
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: NISA LONG CREDIT CIF (extraction pending)]" is 100% of plan.
- 42 bps in Schedule C fees — 163% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEE OF TEAMSTERS BAKERY DRIVERS AND INDUSTRY PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEE OF TEAMSTERS BAKERY DRIVERS AND INDUSTRY PENSION FUND
EIN
81-4551030
Address
99 TULIP AVENUE - SUITE 402 · FLORAL PARK, NY · 110013006
Phone
(516) 328-0072
Industry
Transportation & Warehousingsee 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
2025-10-06
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMILLE LUISI | 81-4551030 | — | PERF. SVCS FOR REL PLAN | $80K | — |
| THE SEGAL COMPANY | 13-1835864 | — | PERF. SVCS FOR REL PLAN | $45K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | SERV. REL. PLAN | $43K | — |
| SPIVAK LIPTON,LLP | 13-3494495 | — | SERV. REL. PLAN | $42K | — |
| WILMINGTON TRUST | 16-1486454 | — | PERF. SVCS FOR REL PLAN | $34K | — |
| LISA CAMPAGNA | 81-4551030 | — | PERF. SVCS FOR REL PLAN | $31K | — |
| MARINER INSTITUTIONAL CONSULTING | 35-2517184 | — | NONE | $30K | — |
Investments
1 pooled fund· $25.4M(35% 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 |
|---|---|---|---|---|---|---|
| NISA LONG CREDIT CIF NISA COLLECTIVE INVESTMENT TRUST · EIN 88-6547562 / PN 003 | Common Collective Trust | — | — | $25.4M | 35.0% |