United Mine Workers Of America 1985 Construction Workers Pension Plan
Sponsored by Board Of Trustees Of The Umwa 1985 Construction Workers · EIN 526283006 · Plan #001 · Wheeling, WV
- Total assets
- $470M
- Net assets
- $469M
- Active participants
- 195
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Health Plan | Contract administrator, Plan administrator, Recordkeeping | $240,500 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $208,621 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $177,042 |
| Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $164,139 |
| Slevin & Hart Pc | Legal, Direct payment from the plan | $162,935 |
| Riverbridge Partners | Investment management fees (direct), Soft dollars commissions, Securities brokerage commissions | $153,712 |
| Columbia Threadneedle Investments | Investment management fees (direct), Soft dollars commissions | $138,983 |
| Systematic Financial Management Lp | Investment management fees (indirect) | $133,132 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $130,474 |
| Northern Trust Company | Investment management, Investment management fees (direct) | $101,945 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $83,073 |
| Cheiron | Actuarial, Direct payment from the plan | $69,018 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $55,500 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $47,422 |
| Wellington Capital Management | Investment management fees (direct) | $41,593 |
| Centurion Insurance | Insurance agents and brokers, Direct payment from the plan | $40,338 |
| Donald Barnett | Trustee (individual), Direct payment from the plan | $35,000 |
| William Howe | Trustee (individual), Direct payment from the plan | $35,000 |
| Fred Marx | Trustee (individual), Direct payment from the plan | $35,000 |