Local 804 I.B.T. And Local 447 I.A.M. Ups Multi Employer Retirement Plan
Sponsored by Bd Of Trustees Loc. 804 & Loc. 447 Multi Employer Ret. Plan · EIN 516117726 · Plan #001
- Total assets
- $2.4B
- Net assets
- $2.3B
- Active participants
- 5,733
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mesirow Institutional Investment Management, Inc. CRD 319065 | fuzzy_auto · 93% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Mondrian Investment Partners (U.S.), Inc. CRD 132427 | fuzzy_auto · 93% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Institutional Inv Mgmt | Investment management fees (direct), Soft dollars commissions, Investment management | $1,110,220 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $790,532 |
| Eagle Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $786,366 |
| Western Asset Management Company | Investment management, Investment management fees (direct), Direct payment from the plan | $651,117 |
| Metropolitan West Asset Management | Investment management fees (direct), Investment management, Direct payment from the plan | $436,365 |
| Mondrian Investment Group (U.S.) | Investment management, Direct payment from the plan, Investment management fees (direct) | $340,550 |
| Amalgamated Bank | Investment management fees (direct), Custodial (securities), Investment management fees (indirect) | $326,159 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan, Consulting (pension) | $195,171 |
| Blackrock Institutional Trust Co Na | Trustee (institutional), Trustee (discretionary), Investment management | $183,150 |
| The Segal Company (Eastern States) | Actuarial, Direct payment from the plan, Consulting (general) | $155,272 |
| The Bank Of New York Mellon | Float revenue, Custodial (other), Claims processing | $123,905 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $88,740 |
| Cohen, Weiss And Simon Llp | Legal, Direct payment from the plan | $77,381 |
| Weaver And Tidwell, Llp | Direct payment from the plan | $74,839 |
| Conduent Human Resource Services | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $42,603 |
| Rr Donnelley | Other services, Direct payment from the plan | $29,463 |
| Pension Benefit Information, Llc | Other services, Direct payment from the plan | $8,407 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |