Hagerstown Motor Carriers And Teamsters Pension Plan
Sponsored by Board Of Trustees Hagerstown Motor Carriers And · EIN 526045424 · Plan #001
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 357
- 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 |
|---|---|---|
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | fuzzy_auto · 97% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $176,059 |
| Boston Partners Global Investors | Investment management, Investment management fees (direct) | $173,006 |
| Loomis Sayles Trust Company, Llc | Investment management, Investment management fees (direct) | $116,655 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $84,000 |
| Rae Group Llc | Actuarial, Direct payment from the plan | $75,761 |
| Mooney, Green, Saindon, Murphy & We | Legal, Direct payment from the plan | $57,511 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $57,149 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $32,166 |
| United Bank | Recordkeeping, Custodial (securities), Direct payment from the plan | $30,286 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $23,031 |
| Amalgamated Bank | Investment management, Investment management fees (direct) | $7,459 |
| Crescent Capital Group Lp | Investment management, Investment management fees (indirect) | $0 |
| Oaktree Capital Management Lp | Investment management, Investment management fees (indirect) | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect), Trustee (institutional) | $0 |
| Blackstone Inc | Investment management, Investment management fees (indirect) | $0 |