American Postal Workers Union Health Plan Employee Pension Plan
Sponsored by American Postal Workers Union Afl Cio Health Plan · EIN 520940594 · Plan #001
- Total assets
- $67.1M
- Net assets
- $67.1M
- Active participants
- 154
- 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 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $116,673 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $77,304 |
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $56,790 |
| Withumsmith + Brown Pc | Accounting, Direct payment from the plan | $33,800 |