Inlandboatmen's Union Of The Pacific National Pension Plan
Sponsored by Board Of Trustees, Ibu Of The Pacific National · EIN 930792184 · Plan #001
- Total assets
- $300M
- Net assets
- $299M
- Active participants
- 1,504
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| William Blair & Company L.L.C. CRD 1252 | fuzzy_auto · 94% | 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 |
|---|---|---|
| Benesys, Inc. | Claims processing, Contract administrator, Plan administrator | $269,572 |
| Ubs Realty Investors Llc | Investment management, Investment management fees (direct) | $142,419 |
| Panagora Investment Manager | Investment management, Investment management fees (direct) | $119,822 |
| Chevy Chase Investment Manager | Investment management, Investment management fees (direct) | $117,209 |
| Milliman | Actuarial, Direct payment from the plan | $113,847 |
| Union Bank | Custodial (securities), Direct payment from the plan | $112,578 |
| William Blair & Company | Investment management, Investment management fees (direct) | $92,674 |
| Verus | Investment advisory (plan), Direct payment from the plan | $80,000 |
| Fishers Phillips Llp | Legal, Direct payment from the plan | $42,980 |
| Union Labor Life Insurance Company | Investment management, Other services, Investment management fees (direct) | $40,316 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $32,000 |
| Washington Capital Management | Investment management, Investment management fees (direct) | $17,995 |
| Aetna | Contract administrator, Investment management fees (direct) | $17,381 |
| Smart Source Llc | Copying and duplicating, Other services, Direct payment from the plan | $14,615 |
| Brownstein, Rask, Sweeney, Kerr | Legal, Direct payment from the plan | $12,540 |
| Barnard Iglitzin & Lavitt Llp | Legal, Direct payment from the plan | $9,756 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $6,724 |