Plumbers And Pipefitters Local Union No. 803 Pension Fund
Sponsored by Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund · EIN 596228172 · Plan #001
- Total assets
- $51.5M
- Net assets
- $51.4M
- Active participants
- 416
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $200,103 |
| My Benefits Administrator, Llc | Claims processing, Contract administrator, Plan administrator | $95,739 |
| National Employee Benefits Admin. | Claims processing, Contract administrator, Plan administrator | $54,913 |
| Robein, Urann, Spencer, Picard & Ca | Legal | $52,897 |
| Southern Actuarial Services Co.,Inc | Actuarial | $23,625 |
| Legacy Professionals Llp | Accounting | $22,200 |
| Foundry Partners, Llc | Investment management fees (direct) | $15,390 |
| Truist Bank | Other services | $7,485 |