Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund
Sponsored by Board Of Trustees, Ibew Local 952 Ventura Division · EIN 956397996 · Plan #001
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 359
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | deterministic · 100% | 2024 |
| Audax Management Company, Llc CRD 160483 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Administration Corporation | Contract administrator, Direct payment from the plan | $107,391 |
| Alan Biller And Associates | Investment advisory (plan), Direct payment from the plan | $97,770 |
| Union Labor Life Insurance Company | Investment management | $89,977 |
| Milliman | Actuarial, Investment advisory (plan), Direct payment from the plan | $86,388 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $71,067 |
| Jp Morgan Investment Management Inc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $61,115 |
| Arrowstreet Capital | Investment management | $50,999 |
| Us Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $50,717 |
| Washington Capital Management, Inc. | Investment management | $37,303 |
| Jp Morgan Chase Bank N.A. | Investment management | $37,009 |
| Wellington Trust Company | Investment management | $34,408 |
| Audax Management Company | Investment management | $33,045 |
| Gilbert & Sackman | Legal, Direct payment from the plan | $29,206 |
| William Blair Collective Invest. Tr | Investment management | $24,390 |