Shands Healthcare Pension Plan Ii
Sponsored by Shands Teaching Hospital And Clinics, Inc. · EIN 591943502 · Plan #004
- Total assets
- $958M
- Net assets
- $936M
- Active participants
- 2,133
- 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 |
|---|---|---|
| Emerald Advisers, Llc CRD 107496 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco Llc | Investment management | $712,480 |
| Nottingham | Trustee (institutional), Direct payment from the plan | $531,247 |
| Tcw Asset Management Company | Investment management fees (direct) | $504,698 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $343,799 |
| Baillie Gifford Overseas Ltd | Securities brokerage, Other fees, Investment management fees (direct) | $342,362 |
| Lincoln National Corporation | Direct payment from the plan, Recordkeeping fees | $126,988 |
| Emerald Advisers,Llc | Investment management | $94,243 |
| Mercer | Actuarial, Consulting (pension), Direct payment from the plan | $72,411 |
| Mercer Investments Llc | Investment advisory (plan) | $24,755 |
| Jp Morgan Investment Management Inc | Insurance agents and brokers, Investment advisory (plan), Investment management | $24,069 |
| James Moore & Co | Accounting, Direct payment from the plan | $21,450 |