Ua Local 190 Pension Plan
Sponsored by Joint Board Of Trustees Of The Ua Local 190 Pension Plan · EIN 386065579 · Plan #001
- Total assets
- $286M
- Net assets
- $286M
- Active participants
- 1,283
- With balances
- 0
Plan year beginning 06/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 98% | 2024 |
| Brookfield Asset Management Pic Us, Llc CRD 151599 | fuzzy_auto · 96% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $120,000 |
| Boyd Watterson Asset Management, Ll | Investment management, Investment management fees (direct) | $117,185 |
| Tic Midwest, Llc | Accounting, Claims processing, Contract administrator | $102,270 |
| Wellington Trust | Investment management fees (direct) | $82,253 |
| Brookfield Asset Management | Investment management, Investment management fees (direct) | $77,651 |
| Comerica | Custodial (other), Custodial (securities), Direct payment from the plan | $62,234 |
| Northern Trust Corporation | Investment management, Other services, Investment management fees (direct) | $61,330 |
| Ferguson Widmayer & Clark Pc | Legal, Direct payment from the plan | $49,319 |
| Benesys, Inc. | Accounting, Claims processing, Contract administrator | $48,730 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $45,643 |
| O'sullivan Associates, Inc. | Actuarial, Direct payment from the plan | $37,683 |
| Bennett & Associates Cpas Pllc | Accounting, Direct payment from the plan | $35,159 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $32,638 |
| Novara Tesija Catenacci Mcdonald & | Legal, Direct payment from the plan | $32,571 |
| Bardin Hill Investment Partners Lp | Investment management, Investment management fees (direct) | $26,931 |
| Ua Local 190 | Claims processing, Contract administrator, Direct payment from the plan | $26,833 |
| Seizert Capital Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $26,037 |