International Brotherhood Of Electrical Workers Local Union No 226 Open End Pension Fund
Sponsored by Ibew Local Union No 226 Pension Fund · EIN 486171386 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 534
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Pgim, Inc. CRD 105676 | deterministic · 100% | 2024 |
| Voya Investment Management Co. Llc CRD 106494 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gary Muckenthaler | Employee (plan), Direct payment from the plan | $111,605 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $82,500 |
| Cheiron Inc | Actuarial, Direct payment from the plan | $79,789 |
| Nikki J Steinebach | Employee (plan), Direct payment from the plan | $59,085 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $46,600 |
| Arnold, Newbold, Sollars & Hollins | Legal, Direct payment from the plan | $41,482 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $33,780 |
| Bt & Co | Accounting, Direct payment from the plan | $22,565 |
| Lyndsay A Brown | Employee (plan), Direct payment from the plan | $7,297 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Pgim | Investment management, Investment management fees (indirect) | $0 |
| Voya Investment Management | Investment management, Investment management fees (indirect) | $0 |
| Amalgamated Bank | Investment management, Investment management fees (indirect) | $0 |