Who sponsors the Teamsters Joint Council No. 83 Of Virginia Pension Fund?

Teamsters Joint Council No. 83 Of Virginia Pension Fund is reported as sponsored by Teamsters Joint Council No. 83 Of Virginia Pension Fund (EIN 54-6097996, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Teamsters Joint Council No. 83 Of Virginia Pension Fund?

The latest Form 5500 filing year loaded for Teamsters Joint Council No. 83 Of Virginia Pension Fund is 2023.

How many participants does Teamsters Joint Council No. 83 Of Virginia Pension Fund report?

Teamsters Joint Council No. 83 Of Virginia Pension Fund reports 8,043 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Teamsters Joint Council No. 83 Of Virginia Pension Fund?

Teamsters Joint Council No. 83 Of Virginia Pension Fund reports $1,378,553,536 in end-of-year plan assets in its latest loaded Form 5500 filing.

Teamsters Joint Council No. 83 Of Virginia Pension Fund — Form 5500 plan (Teamsters Joint Council No. 83 Of Virginia Pension Fund)

Plain-English plan 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, Teamsters Joint Council No. 83 Of Virginia Pension Fund is a benefit plan reported by Teamsters Joint Council No. 83 Of Virginia Pension Fund under EIN 54-6097996 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,043 participants and $1,378,553,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Teamsters Joint Council No. 83 Of Virginia Pension Fund
EIN: 54-6097996
Plan number: 001
Plan type: 1
Location: Richmond, VA
Latest filing year: 2023
Participants: 8,043
End-of-year plan assets: $1,378,553,536

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	8,043	H, C	20241015132359NAL0056348578005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $1,378,553,536
Total liabilities (EOY): $1,991,005
Net assets (EOY): $1,376,562,531
Net assets (BOY): $1,203,551,227

Income & contributions

Employer contributions: $100,985,163
Participant contributions: $1,423
Total contributions: $100,986,586
Total income / additions: $247,888,929

Expenses & distributions

Benefits paid: $68,558,951
Administrative expenses: $6,318,674
Total expenses: $74,877,625
Net increase / (decrease): $173,011,304

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Invesco International	INVESTMENT MANAGER	$806,552	$0	2023
Frontier Capital Management Company	INVESTMENT MANAGER	$617,454	$0	2023
Jp Morgan Investment Management Inc	INVESTMENT MANAGER	$512,073	$0	2023
Lsv Asset Management	INVESTMENT MANAGER	$512,073	$0	2023
Wellington Trust	INVESTMENT MANAGER	$374,745	$0	2023
Brandywine Global Investment Manage	INVESTMENT MANAGER	$255,356	$0	2023
Invesco National Trust Company	INVESTMENT MANAGER	$219,972	$0	2023
Morgan Lewis & Bockius Llp	ATTORNEY	$200,941	not reported in the loaded dataset	2023
Horizon Actuarial Services, LLC	ACTUARY	$152,589	not reported in the loaded dataset	2023
Steptoe & Johnson Llp	ATTORNEY	$147,572	not reported in the loaded dataset	2023
The Bank Of New York Mellon	CUSTODIAN	$145,275	$0	2023
Bridgeway	INFORMATION TECHNOLOGY	$143,693	not reported in the loaded dataset	2023
Chartwell Investment Partners, LLC	INVESTMENT MANAGER	$141,543	not reported in the loaded dataset	2023
Segal Marco Advisors	INVESTMENT ADVISOR	$114,638	not reported in the loaded dataset	2023
Aviva Investors Americas	INVESTMENT MANAGER	$109,586	not reported in the loaded dataset	2023
Mellon Capital Management	INVESTMENT MANAGER	$80,050	$0	2023
Calibre Cpa Group	AUDITOR	$77,323	not reported in the loaded dataset	2023
Segall Bryant Hamill	INVESTMENT MANAGER	$72,133	not reported in the loaded dataset	2023
Income Research & Management	INVESTMENT MANAGER	$65,014	not reported in the loaded dataset	2023
Josh Todd	EMPLOYEE	$49,650	not reported in the loaded dataset	2023
Segal Select Insurance Services	not reported in the loaded dataset	$43,630	$0	2023
Tony Shell	EMPLOYEE	$30,372	not reported in the loaded dataset	2023
Lauren Kane	EMPLOYEE	$17,789	not reported in the loaded dataset	2023
Kim Foxwell	EMPLOYEE	$16,975	not reported in the loaded dataset	2023
Jessica Reed	EMPLOYEE	$16,860	not reported in the loaded dataset	2023
Tabitha Hinson	EMPLOYEE	$16,422	not reported in the loaded dataset	2023
Ashley Martin	EMPLOYEE	$16,409	not reported in the loaded dataset	2023
Wendy Spagnolo	EMPLOYER	$16,278	not reported in the loaded dataset	2023
Laclaire Sanders	EMPLOYEE	$16,202	not reported in the loaded dataset	2023
Danielle Moore	EMPLOYEE	$15,970	not reported in the loaded dataset	2023
Catherine Wright	EMPLOYEE	$15,836	not reported in the loaded dataset	2023
Velma Hughes	EMPLOYEE	$15,722	not reported in the loaded dataset	2023
Rachelle Kenney	EMPLOYEE	$15,387	not reported in the loaded dataset	2023
Tammy Poore	EMPLOYEE	$15,279	not reported in the loaded dataset	2023
Bianca Valerio	EMPLOYEE	$15,103	not reported in the loaded dataset	2023
Vickie Stone	EMPLOYEE	$15,071	not reported in the loaded dataset	2023
Evie Rose	EMPLOYEE	$14,300	not reported in the loaded dataset	2023
Chris Wendelgest	EMPLOYEE	$12,621	not reported in the loaded dataset	2023
Porscha Cotman	EMPLOYEE	$11,597	not reported in the loaded dataset	2023
Mike Davis	EMPLOYEE	$10,385	not reported in the loaded dataset	2023
Kathryn Adams	EMPLOYEE	$8,419	not reported in the loaded dataset	2023
Sarah Moore	EMPLOYEE	$5,842	not reported in the loaded dataset	2023