Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio)
Sponsored by Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776 · EIN 346682531 · Plan #001
- Total assets
- $62.7M
- Net assets
- $62.6M
- Active participants
- 257
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Ohio Administrators | Contract administrator | $72,263 |
| Milliman Inc. | Actuarial | $36,413 |
| Segal Marco Advisors | Investment advisory (plan) | $35,000 |
| Sumaker, Loops And Kendrick | Legal | $27,266 |
| Clark, Schaefer, Hackett & Co | Accounting | $18,500 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $13,601 |