Insulators And Allied Workers National Pension Fun
Sponsored by Board Of Trustees Of The Insulators And Allied Workers National Pensio · EIN 526038497 · Plan #001 · Pembroke Pines, FL
- Total assets
- $597M
- Net assets
- $596M
- Active participants
- 2,755
- 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 |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Great Lakes Benefits, Inc. CRD 140440 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Employee Benefits Administ | Contract administrator, Direct payment from the plan | $519,371 |
| Intercontinental Real Estate Corpor | Investment management, Direct payment from the plan, Investment management fees (direct) | $370,126 |
| Boston Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $267,978 |
| The Segal Company | Actuarial | $240,926 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $175,000 |
| National Investment Services | Custodial (securities), Investment management, Direct payment from the plan | $128,040 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $126,982 |
| Janus Henderson | Investment management, Direct payment from the plan, Investment management fees (direct) | $120,917 |
| Hardman Johnston | Investment management, Direct payment from the plan, Investment management fees (direct) | $117,149 |
| Pnc | Custodial (securities), Direct payment from the plan, Float revenue | $80,690 |
| Great Lakes | Custodial (securities), Investment management, Direct payment from the plan | $76,913 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $75,689 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $31,775 |
| Abel Noser | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,788 |