Local 191 I.B.E.W. Money Purchase Plan
Sponsored by Board Of Trustees, Local 191 I.B.E.W. Money · EIN 911176302 · Plan #002
- Total assets
- $238M
- Net assets
- $237M
- Active participants
- 4,177
- With balances
- 4,235
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 97% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Recordkeeping, Direct payment from the plan | $253,076 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan | $162,317 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $148,230 |
| Alan D. Biller & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $90,000 |
| Arrowstreet Capital | Investment management, Direct payment from the plan | $76,681 |
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $73,496 |
| Barlow & Coughran Ps | Legal, Direct payment from the plan | $41,516 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct), Direct payment from the plan | $35,371 |
| Neca Star Union Data Systems | Other services, Direct payment from the plan | $33,697 |
| Withum Smith+Brown | Accounting, Direct payment from the plan | $30,729 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $21,300 |
| Wells Fargo | Other services, Direct payment from the plan | $11,392 |
| Brown & Brown Insurance Svcs, Inc | Consulting (pension), Direct payment from the plan | $8,400 |
| Access Information Mgmt Corporation | Other services, Direct payment from the plan | $5,871 |