Wa Id Laborers Employers Pension Trust
Sponsored by Wa Id Laborers Employers Pension Trust · EIN 916123988 · Plan #001 · Bothell, WA
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 2,059
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions, Inc. | Accounting, Contract administrator, Direct payment from the plan | $206,639 |
| U.S. Bank National Association | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $199,980 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct), Direct payment from the plan | $153,141 |
| Brandywine Global Investment Mgmt | Investment management, Investment management fees (direct), Direct payment from the plan | $130,708 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct), Direct payment from the plan | $97,095 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $91,305 |
| Nepc, Llc | Consulting (pension), Investment management, Direct payment from the plan | $83,398 |
| Quest Investment Management, Llc | Investment management, Investment management fees (direct), Non-monetary compensation | $82,445 |
| Allspring Global Investments | Investment management, Investment management fees (direct), Direct payment from the plan | $69,278 |
| Turner, Stoeve & Gagliardi, Ps | Legal, Direct payment from the plan | $48,151 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $43,956 |
| Propel Insurance | Direct payment from the plan, Insurance agents and brokers | $28,836 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $22,981 |
| Wells Fargo Bank, Na | Custodial (other), Direct payment from the plan, Investment management fees (direct) | $10,951 |
| Benefits Resource N.W Llc | Direct payment from the plan, Consulting (pension) | $9,004 |