Pension Fund Of Operating Engineers Local 513
Sponsored by Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 · EIN 430827344 · Plan #001 · Bridgeton, MO
- Total assets
- $811M
- Net assets
- $810M
- Active participants
- 2,558
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator | $529,592 |
| Clarkston Capital Partners | Investment management, Investment management fees (direct) | $272,078 |
| Ullico Inc | Investment management, Investment management fees (direct) | $174,081 |
| National Investment Services | Investment management fees (direct), Investment management | $160,583 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $153,375 |
| Milliman Usa | Actuarial | $126,470 |
| Chevy Chase Trust Investment Adviso | Investment management, Investment management fees (direct) | $119,832 |
| Local 513 | Direct payment from the plan | $117,928 |
| Loomis Sayles & Co | Investment management, Investment management fees (direct) | $95,276 |
| Bryan Cave Leighton Paisner Llc | Legal, Direct payment from the plan | $84,961 |
| John Hancock Trust Company, Llc | Investment management, Investment management fees (direct) | $79,922 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $75,000 |
| Hartnett Reyes Jones, Llc | Legal | $45,813 |
| The Commerce Trust Company | Investment management | $43,090 |
| Anders Minkler Huber & Helm Llp | Accounting | $36,000 |
| Panagora Asset Management | Investment management | $35,613 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $30,000 |
| Manulife Asset Management Team | Investment management, Investment management fees (direct) | $15,590 |