Electrical Workers Local No. 292 Pension Plan
Sponsored by Trustees Electrical Workers Local No.292 Pension Plan · EIN 416035616 · Plan #001
- Total assets
- $447M
- Net assets
- $447M
- Active participants
- 2,466
- 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 |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Marathon Asset Management Limited CRD 132391 | deterministic · 100% | 2024 |
| Smith Group Asset Management, Llc CRD 313265 | deterministic · 100% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ibew Local 292 Health Care Plan | Contract administrator, Direct payment from the plan | $380,247 |
| Boston Trust Walden Company | Investment management, Investment management fees (direct), Soft dollars commissions | $211,511 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $166,196 |
| Union Bank And Trust | Custodial (securities), Investment management, Investment management fees (direct) | $121,540 |
| Marathon Asset Management Limited | Custodial (securities), Investment management, Investment management fees (direct) | $108,158 |
| Wellington Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $103,719 |
| Ullico Infrastructure | Investment management, Investment management fees (direct) | $83,916 |
| Smith Group Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $79,107 |
| Galliard Capital Management Llc | Investment management, Investment management fees (direct) | $78,672 |
| Fidelity | Investment management, Investment management fees (direct), Securities brokerage commissions | $71,722 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $65,000 |
| Shumaker Loop & Kendrick Llp | Legal | $58,788 |
| United Actuarial Services | Actuarial | $56,508 |
| Legacy Professionals Llp | Accounting | $36,165 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (indirect) | $33,951 |
| Bny Mellon | Investment management, Investment management fees (direct) | $25,275 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $14,013 |