New England Health Care Employees Pension Plan
Sponsored by Board Of Trustees New England Health Care Employees Pension Fund · EIN 223071963 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 9,160
- 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 |
|---|---|---|
| Lsv Asset Management CRD 109918 | fuzzy_auto · 94% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Siguler Guff Advisers Llc CRD 106788 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lsv Asset Managers | Investment management, Investment management fees (direct) | $555,058 |
| Dana Investment Advisors Inc | Investment management, Investment management fees (direct), Other investment fees and expenses | $328,604 |
| Prudential Insurance Co | Investment management, Investment management fees (direct) | $308,304 |
| Western Asset | Investment management, Investment management fees (direct) | $288,543 |
| Wellington Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $287,326 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $229,226 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $176,513 |
| Northern Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $156,984 |
| Milliman Usa | Actuarial, Consulting (general) | $120,414 |
| Employee O | Employee (plan), Direct payment from the plan | $114,521 |
| Employee F | Employee (plan), Direct payment from the plan | $105,464 |
| Segal Marco | Investment advisory (plan), Direct payment from the plan | $97,500 |
| Basys | Consulting (general), Direct payment from the plan | $95,443 |
| Ubs Global Asset Management | Investment management, Investment management fees (indirect) | $89,839 |
| Employee P | Employee (plan), Direct payment from the plan | $80,488 |
| Seix Advisors | Investment management, Investment management fees (direct) | $79,181 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $77,615 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $75,583 |
| Employee D | Employee (plan), Direct payment from the plan | $72,561 |
| Employee E | Employee (plan), Direct payment from the plan | $70,804 |
| Employee S | Employee (plan), Direct payment from the plan | $70,749 |
| Employee H | Employee (plan), Direct payment from the plan | $64,703 |
| Employee U | Employee (plan), Direct payment from the plan | $43,850 |
| Employee N | Employee (plan), Direct payment from the plan | $39,205 |
| Law Firm Of John M. Creane | Legal, Direct payment from the plan | $28,890 |
| Bank Of America | Other services, Direct payment from the plan, Custodial (securities) | $26,884 |
| Employee L | Employee (plan), Direct payment from the plan | $26,417 |
| Marshall Computer Solutions | Consulting (general), Direct payment from the plan | $16,656 |
| Income Research & Management | Investment management, Investment management fees (direct) | $12,945 |
| Landmark Partners Equity | Investment management, Investment management fees (direct) | $7,285 |
| Siguler Guff Advisers, Llc | Investment management, Investment management fees (indirect) | $5,792 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Golub Capital Partners Int 11, Lp | Investment management, Investment management fees (indirect), Other commissions | $0 |