Pension Fund Of Heat And Frost Insulators Local 12
Sponsored by Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12 · EIN 516045262 · Plan #002
- Total assets
- $155M
- Net assets
- $150M
- Active participants
- 391
- 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 |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $169,510 |
| Columbia Management Investment Advi | Investment management, Investment management fees (direct), Investment management fees (indirect) | $160,802 |
| Nuveen Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $152,984 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $135,962 |
| Boyd Watterson Asset Management Llc | Investment management, Investment management fees (direct) | $126,846 |
| Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $117,390 |
| Vss Structured Capital Parallel Iv | Investment management, Investment management fees (direct) | $101,987 |
| M & T Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $67,426 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $66,650 |
| Ullico Infrastructure | Investment management, Investment management fees (direct) | $62,993 |
| Colleran O'hara & Mills Llp | Legal, Direct payment from the plan | $37,712 |
| Rbc Global Asset Management | Investment management, Investment management fees (direct) | $37,292 |
| Prudential Insurance Co. | Investment management, Investment management fees (direct), Custodial (securities) | $33,782 |
| Crescent Mezzanine Partners Viib Lp | Investment management, Investment management fees (direct) | $33,755 |
| Crescent Capital High Income Fund B | Investment management, Investment management fees (direct) | $29,343 |
| Prudential Retirement & Annuity Co. | Custodial (securities), Investment management, Investment management fees (direct) | $22,505 |
| Tocqueville Asset Management Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $22,094 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Direct payment from the plan | $14,141 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $8,230 |
| Madison Investment Advisors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $8,017 |