Illinois Education Association Staff Retirement Plan
Sponsored by Illinois Education Association · EIN 370343490 · Plan #001
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 113
- 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 |
|---|---|---|
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Rps | Contract administrator, Direct payment from the plan | $97,038 |
| Marquette Associates, Inc. | Actuarial, Direct payment from the plan, Recordkeeping fees | $84,356 |
| Wellington Trust Company, Na | Investment management, Direct payment from the plan | $39,369 |
| Bank Of Oklahoma | Investment management, Direct payment from the plan | $34,681 |
| Thl C/O Estera Trust (Cayman) Ltd | Investment management, Direct payment from the plan | $25,601 |
| Parametric Portfolio Associates Llc | Investment management, Direct payment from the plan | $24,800 |