Ironworkers National Pension Plan
Sponsored by Ironworkers National Pension Plan Board Of Trustees · EIN 526122274 · Plan #001
- Total assets
- $503M
- Net assets
- $502M
- Active participants
- 2,852
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Metlife Investment Management, Llc CRD 142463 | deterministic · 100% | 2024 |
| Gcm Grosvenor L.P. CRD 108654 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefits Management Group, Inc. | Contract administrator, Direct payment from the plan | $619,825 |
| Segal Consulting | Actuarial, Consulting (pension), Direct payment from the plan | $350,947 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $287,252 |
| New Tower Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $255,311 |
| Boston Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $245,994 |
| Withumsmith+Brown | Accounting, Direct payment from the plan | $226,640 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $186,885 |
| Earnest Partners. Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $162,512 |
| Boyd Watterson Asset Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $156,618 |
| Ullico Investment Advisors Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $145,708 |
| Wcm Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $145,172 |
| Union Labor Life Insurance Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $137,762 |
| Todd Asset Management, Llc | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $133,906 |
| Morgan Stanley Graystone | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $120,000 |
| Union Insurance Group | Investment management, Direct payment from the plan, Investment management fees (direct) | $93,305 |
| Manning & Napier Advisors | Direct payment from the plan, Investment management fees (direct) | $89,945 |
| Marco, Mcguire & Arreola | Legal, Direct payment from the plan | $63,980 |
| Metlife Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $56,402 |
| Gcm Grosvenor, L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $55,349 |
| F/M Investments, Llc | Investment management, Direct payment from the plan | $45,896 |
| Lazard Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $45,075 |
| Northern Trust | Other services, Direct payment from the plan, Investment management fees (indirect) | $33,575 |
| Bond Brothers & Co., Inc. | Copying and duplicating, Direct payment from the plan | $16,823 |
| Sage Advisory Services, Ltd Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,422 |