2023 Form 5500 filing — Teamsters Joint Council No. 83 Of Virginia Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015132359NAL0056348578005) for Teamsters Joint Council No. 83 Of Virginia Pension Fund, reported by Teamsters Joint Council No. 83 Of Virginia Pension Fund under EIN 54-6097996 and plan number 001. It reports 8,043 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132359NAL0056348578005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Joint Council No. 83 Of Virginia Pension Fund
- EIN
- 54-6097996
- Plan number
- 001
- Location
- Richmond, VA
- Participants
- 8,043
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,378,553,536
- Total liabilities (EOY)
- $1,991,005
- Net assets (EOY)
- $1,376,562,531
- Employer contributions
- $100,985,163
- Participant contributions
- $1,423
- Total income / additions
- $247,888,929
- Benefits paid
- $68,558,951
- Administrative expenses
- $6,318,674
- Total expenses
- $74,877,625
- Net increase / (decrease)
- $173,011,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco International | INVESTMENT MANAGER | $806,552 | $0 |
| Frontier Capital Management Company | INVESTMENT MANAGER | $617,454 | $0 |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $512,073 | $0 |
| Lsv Asset Management | INVESTMENT MANAGER | $512,073 | $0 |
| Wellington Trust | INVESTMENT MANAGER | $374,745 | $0 |
| Brandywine Global Investment Manage | INVESTMENT MANAGER | $255,356 | $0 |
| Invesco National Trust Company | INVESTMENT MANAGER | $219,972 | $0 |
| Morgan Lewis & Bockius Llp | ATTORNEY | $200,941 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | ACTUARY | $152,589 | not reported in the loaded dataset |
| Steptoe & Johnson Llp | ATTORNEY | $147,572 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAN | $145,275 | $0 |
| Bridgeway | INFORMATION TECHNOLOGY | $143,693 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | INVESTMENT MANAGER | $141,543 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISOR | $114,638 | not reported in the loaded dataset |
| Aviva Investors Americas | INVESTMENT MANAGER | $109,586 | not reported in the loaded dataset |
| Mellon Capital Management | INVESTMENT MANAGER | $80,050 | $0 |
| Calibre Cpa Group | AUDITOR | $77,323 | not reported in the loaded dataset |
| Segall Bryant Hamill | INVESTMENT MANAGER | $72,133 | not reported in the loaded dataset |
| Income Research & Management | INVESTMENT MANAGER | $65,014 | not reported in the loaded dataset |
| Josh Todd | EMPLOYEE | $49,650 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $43,630 | $0 |
| Tony Shell | EMPLOYEE | $30,372 | not reported in the loaded dataset |
| Lauren Kane | EMPLOYEE | $17,789 | not reported in the loaded dataset |
| Kim Foxwell | EMPLOYEE | $16,975 | not reported in the loaded dataset |
| Jessica Reed | EMPLOYEE | $16,860 | not reported in the loaded dataset |
| Tabitha Hinson | EMPLOYEE | $16,422 | not reported in the loaded dataset |
| Ashley Martin | EMPLOYEE | $16,409 | not reported in the loaded dataset |
| Wendy Spagnolo | EMPLOYER | $16,278 | not reported in the loaded dataset |
| Laclaire Sanders | EMPLOYEE | $16,202 | not reported in the loaded dataset |
| Danielle Moore | EMPLOYEE | $15,970 | not reported in the loaded dataset |
| Catherine Wright | EMPLOYEE | $15,836 | not reported in the loaded dataset |
| Velma Hughes | EMPLOYEE | $15,722 | not reported in the loaded dataset |
| Rachelle Kenney | EMPLOYEE | $15,387 | not reported in the loaded dataset |
| Tammy Poore | EMPLOYEE | $15,279 | not reported in the loaded dataset |
| Bianca Valerio | EMPLOYEE | $15,103 | not reported in the loaded dataset |
| Vickie Stone | EMPLOYEE | $15,071 | not reported in the loaded dataset |
| Evie Rose | EMPLOYEE | $14,300 | not reported in the loaded dataset |
| Chris Wendelgest | EMPLOYEE | $12,621 | not reported in the loaded dataset |
| Porscha Cotman | EMPLOYEE | $11,597 | not reported in the loaded dataset |
| Mike Davis | EMPLOYEE | $10,385 | not reported in the loaded dataset |
| Kathryn Adams | EMPLOYEE | $8,419 | not reported in the loaded dataset |
| Sarah Moore | EMPLOYEE | $5,842 | not reported in the loaded dataset |