International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan
Sponsored by Board Of Trustees Ibew Local Union No. 99 Retirement Plan · EIN 056049538 · Plan #001
- Total assets
- $110M
- Net assets
- $109M
- Active participants
- 804
- 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 |
|---|---|---|
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
| Mesirow Financial Private Equity Advisors, Inc. CRD 112084 | fuzzy_auto · 98% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal | Actuarial, Direct payment from the plan | $141,380 |
| Wedge Capital Management Llp | Investment management fees (direct), Soft dollars commissions | $117,316 |
| Ward, Fisher And Company, Llp | Accounting, Direct payment from the plan | $94,925 |
| L.Porreca | Employee (plan sponsor), Direct payment from the plan | $69,974 |
| Rodio And Ursillo, Ltd | Legal, Direct payment from the plan | $61,280 |
| Brandes Investment Partners Llc | Investment management fees (direct) | $57,065 |
| Bny Mellon Investment Adviser, Inc. | Investment management, Investment management fees (direct) | $49,540 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $48,500 |
| Grosvenor Capital Management, L.P. | Investment management | $43,079 |
| Segal Marco Advisors | Investment management fees (direct) | $40,000 |
| Bank Of America | Investment management, Direct payment from the plan | $32,765 |
| Invesco Trust Company | Investment management, Direct payment from the plan, Soft dollars commissions | $28,798 |
| Mesirow Financial Private Equity | Investment management, Direct payment from the plan | $25,294 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $18,120 |
| S. Cox | Employee (plan sponsor), Direct payment from the plan | $13,129 |
| D. Santos | Employee (plan sponsor), Direct payment from the plan | $11,954 |
| The Union Labor Life Ins. Company | Investment management, Investment management fees (direct) | $9,242 |