Insulators Local No. 2 Annuity Plan
Sponsored by Board Of Trustees Insulators Local No. 2 Annuity Plan · EIN 251400090 · Plan #002
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 457
- With balances
- 1,303
Plan year beginning 01/01/2024 · Total participant-directed account, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Custodial (securities), Recordkeeping | $95,381 |
| Central Data Services, Inc. | Contract administrator | $40,920 |
| Mariner Institutional Llc | Investment advisory (plan) | $30,000 |
| Meyer, Unkovic & Scott | Legal | $29,223 |
| Diclaudio & Kramer, Llc | Accounting | $26,895 |