Indiana Electrical Workers Pension Plan
Sponsored by Indiana Electrical Workers Pension Trust Fund Ibew · EIN 351102579 · Plan #001
- Total assets
- $520M
- Net assets
- $520M
- Active participants
- 2,806
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Partners, Inc | Investment management, Direct payment from the plan | $329,984 |
| Deroy & Devereaux | Investment management fees (direct), Soft dollars commissions | $254,335 |
| Farr Miller & Washington | Investment management, Investment management fees (direct), Soft dollars commissions | $251,417 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct), Soft dollars commissions | $169,604 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $116,397 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $105,066 |
| National Invst. Services Of America | Investment management, Investment management fees (direct) | $90,176 |
| Pnc Bank | Custodial (securities), Investment management, Direct payment from the plan | $85,373 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $76,139 |
| David Ray | Plan administrator, Direct payment from the plan | $73,910 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $64,279 |
| Whitney King | Employee (plan), Direct payment from the plan | $62,537 |
| Mariner Institutional, Llc | Investment advisory (plan), Direct payment from the plan | $62,000 |
| Lisa Smith | Employee (plan), Direct payment from the plan | $48,201 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $42,649 |
| Ledbetter Parisi, Llc | Legal, Direct payment from the plan | $40,983 |
| Amy Scheible | Employee (plan), Direct payment from the plan | $30,146 |