National Integrated Group Pension Plan
Sponsored by Board Of Trustees Of National Integrated Group Pension Plan · EIN 226190618 · Plan #001 · Scranton, PA
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 2,123
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Morgan Stanley Investment Management Inc. CRD 110353 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan | $2,462,514 |
| Loomis, Sayles & Company, Lp | Investment management, Direct payment from the plan | $588,919 |
| Baird Advisors | Investment management, Direct payment from the plan | $515,825 |
| Jp Morgan Investment Management, In | Investment management, Direct payment from the plan | $297,965 |
| Segal | Actuarial, Direct payment from the plan | $244,985 |
| Principal Core Plus Bond | Investment management, Investment management fees (direct) | $230,152 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan, Consulting fees | $229,062 |
| Principal Global Investors, Llc | Investment management, Direct payment from the plan | $211,397 |
| Sikich Cpa, Llc | Accounting, Direct payment from the plan | $202,231 |
| Jp Morgan Core Bond Fund | Investment management, Investment management fees (direct) | $171,899 |
| Jp Morgan Strategic Property Fund | Investment management, Investment management fees (direct) | $156,972 |
| Prudential Prisa Ii | Investment management, Investment management fees (direct), Investment management fees (indirect) | $82,132 |
| Pnc Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $80,313 |
| Jp Morgan Special Situation Propert | Investment management, Investment management fees (direct) | $78,141 |
| Bredhoff & Kaiser, Pllc | Legal, Direct payment from the plan | $64,569 |
| Prudential Prisa Sa | Investment management, Investment management fees (direct), Investment management fees (indirect) | $58,948 |
| Morgan Stanley Investment Managemen | Investment management, Direct payment from the plan | $23,520 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $16,016 |
| First State Trust | Investment management, Direct payment from the plan | $8,800 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |