Plumbers & Steamfitters Local 21 Pension Fund
Sponsored by Board Of Trustees P&S Local 21 Pension Fund · EIN 131847042 · Plan #001
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 644
- 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 |
|---|---|---|
| Bmo Asset Management Corp. CRD 106466 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
| Reinhart Partners, Llc CRD 106432 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Trust Company (Crescent) | Investment management, Investment management fees (direct) | $245,130 |
| Local 21 Administrative Fund | Other fees, Direct payment from the plan | $224,259 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $208,015 |
| Bmo Asset Management | Investment management fees (direct), Investment management | $174,820 |
| Mellon Investments Corp | Investment management, Investment management fees (direct) | $159,436 |
| Stacey Braun | Investment management fees (direct), Investment management | $156,039 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (direct) | $155,700 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $70,456 |
| The Segal Company | Actuarial, Direct payment from the plan | $66,908 |
| Mackay Shields Llc | Investment management, Investment management fees (direct) | $56,550 |
| Gcm Investments Labor Impact Fund | Investment management, Investment management fees (direct) | $55,270 |
| Reynolds Consulting Services Llc | Consulting (general), Investment management fees (direct) | $55,170 |
| Amalgamated Bank | Custodial (securities), Investment management fees (indirect), Investment management fees (direct) | $33,857 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $31,926 |
| Barnes, Iaccarino & Shepherd, Llp | Legal, Direct payment from the plan | $26,340 |
| Reinhart Partners | Investment management, Investment management fees (direct) | $23,032 |
| Eagle Asset Management | Investment management, Investment management fees (direct) | $19,400 |
| Dmi Bookkeeping & Accounting | Accounting, Direct payment from the plan | $10,245 |