AUMdb

Wellstar Health System, Inc. Active Employees Retirement Plan B

Sponsored by Wellstar Health System, Inc. · EIN 581649541 · Plan #005

Total assets
$620M
Net assets
$620M
Active participants
10,259
With balances
0

Plan year beginning 07/01/2021

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiera Capital Inc. CRD 113638 fuzzy_auto · 95% 2021

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Aon Actuarial, Recordkeeping $669,891
Willis Towers Watson Us Llc Actuarial, Recordkeeping $271,767
Eagle Capital Investment management, Investment management fees (direct) $247,960
Fiera Capital (Apex) Investment management $151,009
Westfield Investment management, Investment management fees (direct) $138,479
London (Frmly Wedge) Investment management, Investment management fees (direct) $78,028
Fci Capital Investment management, Investment management fees (direct) $70,035
Comerica Trustee (institutional), Direct payment from the plan $50,893
Mercer Actuarial, Recordkeeping $40,900
Ubs Investment advisory (plan), Direct payment from the plan $32,847
Macquarie (Delaware) Investment management, Investment management fees (direct) $16,220