United Mine Workers Of America 1974 Pension Plan
Sponsored by Umwa 1974 Pension Trust Board Of Trustees · EIN 521050282 · Plan #002
- Total assets
- $3.8B
- Net assets
- $3.7B
- Active participants
- 64
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Nomura Corporate Research And Asset Management Inc CRD 110411 | fuzzy_auto · 95% | 2024 |
| Invesco Capital Management Llc CRD 125601 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 1974 Pension Trust Employees | Direct payment from the plan, Investment advisory (plan), Employee (plan) | $10,630,455 |
| Morgan Lewis & Bockius | Legal, Direct payment from the plan | $920,851 |
| Loomis Sayles & Company | Investment management, Direct payment from the plan | $822,764 |
| Pension Benefit Information | Consulting (general), Direct payment from the plan | $719,912 |
| Northern Trust Company | Custodial (securities), Investment management, Direct payment from the plan | $610,875 |
| Nomura Corporate Research And Asset | Investment management, Direct payment from the plan, Investment management fees (direct) | $375,434 |
| Invesco Capital Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $372,055 |
| State Street Research Management Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $368,891 |
| Mooney Green Saindon | Legal, Direct payment from the plan | $357,820 |
| Marsh | Insurance agents and brokers, Direct payment from the plan | $308,029 |
| Withumsmith+Brown | Accounting, Direct payment from the plan | $288,042 |
| Blackrock | Investment management, Direct payment from the plan | $243,652 |
| 1974 Pension Trust Trustees | Trustee (individual), Direct payment from the plan | $235,000 |
| Nisa Investment Advisors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $229,025 |
| Insight Direct Usa | Other services, Direct payment from the plan | $207,094 |
| Arthur Diamond Inc | Consulting (general), Consulting fees | $178,084 |
| United Actuarial Services Inc | Actuarial, Direct payment from the plan | $174,673 |
| Jp Morgan Investment Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $171,408 |
| Microsoft Corporation | Other services, Direct payment from the plan | $161,086 |
| Bloomberg Finance Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $155,489 |
| Ubs Global Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $140,993 |
| Lsv Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $126,897 |
| Mci Comm Service | Other services, Direct payment from the plan | $121,039 |
| Blackrock Institutional Trust Co Na | Investment management, Direct payment from the plan | $118,448 |
| Steptoe & Johnson Llp | Legal, Direct payment from the plan, Investment management fees (direct) | $112,484 |
| Argus Inv Counsel Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $107,153 |
| Prophix Software Inc | Other services, Direct payment from the plan | $94,694 |
| Coach 4 Me Llc | Other services, Direct payment from the plan | $91,026 |
| Sovos Compliance Llc | Other services, Direct payment from the plan | $84,542 |
| Goldman Sachs Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $81,173 |
| Bailey Cavalieri | Legal, Direct payment from the plan | $77,084 |
| Roncoli Guillermo | Consulting (general), Consulting fees | $73,574 |
| Bulbin Yury | Consulting (general), Consulting fees | $68,424 |
| Jpmorgan Chase Bank Na | Investment management, Direct payment from the plan | $62,628 |
| The Brattle Group | Legal, Direct payment from the plan | $57,938 |
| Yang Wei Chien | Consulting (general), Consulting fees | $57,632 |
| Jones Nancy C | Consulting (general), Consulting fees | $56,156 |
| Milliman Inc | Actuarial, Direct payment from the plan | $52,812 |
| Groom Law Group Chartered | Legal, Direct payment from the plan | $50,000 |
| Segal Group Inc | Consulting (general), Consulting fees | $45,786 |
| State Street Bank & Trust Co | Investment management, Direct payment from the plan, Investment management fees (direct) | $44,168 |
| Chubb & Son | Insurance agents and brokers, Direct payment from the plan | $43,259 |
| Rapid7 Llc | Other services, Direct payment from the plan | $43,253 |
| Ascentis | Consulting (general), Direct payment from the plan | $42,505 |
| Wilshire Associates Inc | Other investment fees and expenses, Direct payment from the plan | $41,823 |
| Kelly Press Inc | Other services, Direct payment from the plan | $40,919 |
| Mobile Mentor Inc | Other services, Direct payment from the plan | $39,696 |
| Integral Federal Inc | Other services, Direct payment from the plan | $39,521 |
| Veilsun Inc | Other services, Direct payment from the plan | $38,369 |
| Linkedin Corporation | Other services, Direct payment from the plan | $36,086 |
| T Rowe Price Stable Asset Mgmt Inc | Investment management, Direct payment from the plan | $35,047 |
| Verizon Business | Other services, Direct payment from the plan | $33,640 |
| Relx Inc Dba Lexis Nexis | Other services, Direct payment from the plan | $32,903 |
| Backstop Solutions Group Llc | Other services, Direct payment from the plan | $29,382 |
| Info Tech Research Group Inc | Other services, Direct payment from the plan | $28,498 |
| Global Trading Analy | Recordkeeping, Direct payment from the plan | $25,000 |
| Davie Karen | Consulting (general), Consulting fees | $21,488 |
| Catalis Courts & Land Records Llc | Other services, Direct payment from the plan | $19,728 |
| Concur Technologies Inc | Other services, Direct payment from the plan | $19,427 |
| Opentext Inc | Other services, Direct payment from the plan | $18,803 |
| Nms Imaging Inc | Other services, Direct payment from the plan | $18,680 |
| Aon Consulting Inc | Consulting (general), Consulting fees | $18,184 |
| Strata Decision Technology Llc | Other services, Direct payment from the plan | $16,513 |
| Matrix Networks | Recordkeeping, Direct payment from the plan | $15,506 |
| Moret Laurie B Consulting | Consulting (general), Consulting fees | $15,300 |
| Sas Institute Inc | Other services, Direct payment from the plan | $14,840 |
| Ivanti Inc | Other services, Direct payment from the plan | $14,603 |
| Eaton Corporation | Other services, Direct payment from the plan | $14,339 |
| United Parcel Service Inc | Other services, Direct payment from the plan | $14,298 |
| Doyle Printing & Offset Co Inc | Other services, Direct payment from the plan | $14,231 |
| Databank Imx Llc | Other services, Direct payment from the plan | $13,992 |
| Image Access Corp | Other services, Direct payment from the plan | $13,421 |
| Hfr Inc | Other investment fees and expenses, Direct payment from the plan | $13,220 |
| Blackbaud Inc | Other services, Direct payment from the plan | $12,631 |
| Dimensional Fund Advisors Lp | Investment management, Direct payment from the plan, Investment management fees (indirect) | $12,623 |
| Auditboardinc | Other services, Direct payment from the plan | $12,129 |
| Llumos | Other services, Direct payment from the plan | $11,880 |
| Automatic Data Processing Inc | Recordkeeping, Direct payment from the plan | $11,527 |
| Knowledgelake Inc | Other services, Direct payment from the plan | $10,885 |
| Ukg Inc | Other services, Direct payment from the plan | $10,393 |
| Stover Dale R | Consulting (general), Consulting fees | $10,309 |
| Allied Telecom Group Llc | Other services, Direct payment from the plan | $10,283 |
| At&T | Other services, Direct payment from the plan | $9,504 |
| Senhasegura Usa Llc | Recordkeeping, Direct payment from the plan | $8,627 |
| Hanlon Mccormick Schramm | Legal, Direct payment from the plan | $8,089 |
| Reschini Joseph | Consulting (general), Consulting fees | $8,000 |
| Presidio | Consulting (general), Consulting fees | $7,971 |
| K & R Branding Solutions | Consulting (general), Direct payment from the plan | $7,872 |
| Nurses Service Organization | Insurance agents and brokers, Direct payment from the plan | $7,865 |
| Vonage Business | Other services, Direct payment from the plan | $7,851 |
| Thomson Tta Research & Guidance | Other investment fees and expenses, Direct payment from the plan | $7,825 |
| S&P Dow Jones Indices | Investment management, Direct payment from the plan | $7,523 |
| Wolters Kluwer Legal & Regulatory | Legal, Direct payment from the plan | $7,094 |
| Cherubim Chemeli | Consulting (general), Consulting fees | $6,711 |
| Cisco Systems Inc | Other services, Direct payment from the plan | $6,475 |
| Finch Glenda S | Consulting (general), Consulting fees | $6,337 |
| Frontier | Consulting (general), Direct payment from the plan | $5,994 |
| Bell & Howell Llc | Consulting (general), Direct payment from the plan | $5,852 |
| Continental Resource | Other services, Direct payment from the plan | $5,621 |
| Span Enterprisesllc | Other services, Direct payment from the plan | $5,226 |
| Lyons Commmercial Data | Consulting (general), Direct payment from the plan | $5,157 |