Plumbers' Pension Fund, Local 130, U.A.
Sponsored by Trustees Of The Plumbers Pension Fund, Local 130, U.A. · EIN 366489579 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,098
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| Churchill Asset Management Llc CRD 175092 | fuzzy_auto · 98% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 94% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $950,726 |
| Natl Invstmnt Svcs Of America Llc | Investment management, Investment management fees (direct) | $544,999 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $441,689 |
| William Blair Investment Mgmt, Llc | Investment management, Investment management fees (direct) | $412,525 |
| Segal | Actuarial | $347,311 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $298,230 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $245,066 |
| State Street Global Advisors Trust | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $218,564 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $205,870 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $203,312 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $191,494 |
| Northern Trust Company | Custodial (securities), Investment management fees (indirect), Investment management fees (direct) | $184,914 |
| Jp Morgan Chase Bank N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $170,145 |
| Aqr Capital Management Llc | Investment management, Investment management fees (direct) | $168,243 |
| Joseph Ohm | Plan administrator, Employee (plan) | $159,214 |
| Churchill Asset Managment Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $151,666 |
| Marquette Associates | Investment advisory (plan) | $150,000 |
| Vickie Kostanski | Employee (plan) | $121,281 |
| Denise Delhaye | Employee (plan) | $116,894 |
| Gregorio, Stec, Klein & Hose | Legal | $115,869 |
| Midwest Inst. Trust Company | Investment management fees (indirect), Finders' fees/placement fees, Distribution (12b-1) fees | $114,316 |
| Goldman Sachs Asset Mgmt Lp | Trustee (institutional), Investment management, Investment management fees (indirect) | $75,370 |
| Bridgeway Benefit Technologies Llc | Other services, Recordkeeping, Consulting (general) | $65,799 |
| Chris Anish | Employee (plan) | $57,817 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $50,380 |
| Nancy Jones | Employee (plan) | $42,310 |
| Elizabeth Stierle | Employee (plan) | $37,256 |
| Jennifer Krejca | Employee (plan) | $32,334 |
| Laner Muchin, Ltd. | Legal | $28,605 |
| Stadtler Technologies | Other services | $7,375 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management fees (direct), Float revenue | $6,121 |