Local 868 I. B. Of T. Pension Fund
Sponsored by Board Of Trustees Of Local 868 Ibt Pension Fund · EIN 132930439 · Plan #001 · Floral Park, NY
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 176
- With balances
- 0
Plan year beginning 04/01/2024
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Actuarial Consulting, Inc. | Actuarial, Consulting (pension), Investment management fees (direct) | $42,200 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $37,877 |
| Archer Byington Glennon, Llp | Legal, Direct payment from the plan | $18,000 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $15,000 |
| Northern Trust Corporation | Investment management, Other services, Investment management fees (indirect) | $3,108 |