Ohio Carpenters' Pension Plan
Sponsored by Trustees Of Ohio Carpenters' Pension Plan · EIN 346574360 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 12,519
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan), Investment management, Direct payment from the plan | $1,664,136 |
| Benesys Inc. | Contract administrator, Copying and duplicating, Other services | $1,573,365 |
| Hamilton Lane Advisors, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $741,821 |
| Comerica | Custodial (other), Custodial (securities), Investment management fees (indirect) | $438,021 |
| Metwest Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $386,205 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $323,558 |
| Loomis Sayles | Investment management, Direct payment from the plan, Investment management fees (direct) | $316,595 |
| Sage Advisory Services | Investment management, Direct payment from the plan, Investment management fees (direct) | $283,380 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $270,717 |
| Cmrcc Fringe Benefit Fund, Inc. | Recordkeeping, Other services, Direct payment from the plan | $246,076 |
| Shumaker, Loop & Kendrick | Legal, Direct payment from the plan | $196,551 |
| American Graphics Printing Co | Copying and duplicating, Direct payment from the plan | $61,128 |
| Key Bank National Association | Investment management, Direct payment from the plan, Investment management fees (direct) | $49,519 |
| Abel Noser Solutions | Investment management | $31,250 |
| Proxy Voteplus | Other services, Direct payment from the plan | $7,250 |
| Segal Select Insurance Service | Insurance services, Insurance brokerage commissions | $0 |