Nba Pension Plan For Coaches, Assistant Coaches And Trainers
Sponsored by National Basketball Association · EIN 135582586 · Plan #004
- Total assets
- $86.6M
- Net assets
- $86.3M
- Active participants
- 41
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Direct payment from the plan | $437,445 |
| Roberts & Holland | Legal, Direct payment from the plan | $122,972 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $53,844 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $38,657 |
| Mercer | Claims processing, Recordkeeping, Consulting (general) | $19,000 |
| Wellington Management Company, Llp | Investment management, Investment management fees (indirect), Investment management fees (direct) | $15,430 |
| U.S Bank | Custodial (securities), Recordkeeping, Direct payment from the plan | $14,388 |
| Rhumbline Advisers | Investment management, Investment management fees (direct), Investment management fees (indirect) | $5,279 |