United Association National Pension Fund
Sponsored by B/O/T United Association National Pension Fund · EIN 526152779 · Plan #001 · Alexandria, VA
- Total assets
- $7.7B
- Net assets
- $7.7B
- Active participants
- 93,165
- 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 |
|---|---|---|
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 99% | 2024 |
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chlic | Other services, Direct payment from the plan | $2,767,060 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $1,496,216 |
| Schroder Investment Mgmt | Investment management | $1,491,984 |
| Jennison Associates Llc | Investment management fees (direct), Investment management | $1,414,565 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $1,087,267 |
| Wellington Management | Investment management fees (direct), Investment management | $1,008,916 |
| Riverbridge | Investment management | $694,043 |
| T Rowe Price | Investment management fees (direct), Soft dollars commissions | $682,548 |
| Segal Select Insurance | Insurance agents and brokers | $671,818 |
| Aristotle Capital Management | Investment management, Direct payment from the plan | $662,368 |
| Calibre Cpa Group Llc | Accounting, Direct payment from the plan | $639,640 |
| Kelly Press, Inc. | Copying and duplicating, Direct payment from the plan | $425,830 |
| Pc Connection Sales Corp | Other services, Direct payment from the plan | $387,881 |
| Neuberger Berman | Investment management | $377,970 |
| Brandywine Global | Investment management, Investment management fees (direct) | $357,698 |
| Pnc Bank | Custodial (securities), Float revenue, Soft dollars commissions | $356,497 |
| Inscoe, Toni C. | Employee (plan) | $339,408 |
| Segal Marco Advisors | Direct payment from the plan | $334,716 |
| Heffernan, Kevin | Employee (plan) | $315,290 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct), Soft dollars commissions | $285,156 |
| Macquarie Investment Management Adv | Trustee (directed), Investment management fees (direct), Soft dollars commissions | $282,206 |
| Cheiron, Inc. | Actuarial | $280,785 |
| Xiologix, Llc | Other services, Direct payment from the plan | $262,547 |
| Gaghan Mechanical, Inc. | Other services, Direct payment from the plan | $262,228 |
| Iron Mountain | Direct payment from the plan, Other services | $247,893 |
| Franke, Benjamin C. | Employee (plan) | $235,766 |
| Leahey, Donald M. | Employee (plan) | $222,347 |
| Ramlochan, Nafeeza S | Employee (plan) | $217,960 |
| Deuja, Kumar | Employee (plan) | $215,920 |
| Zenebe, Iyob | Employee (plan) | $200,311 |
| Lugo, Dennis | Employee (plan) | $194,886 |
| Dugan, Charlotte | Employee (plan) | $180,338 |
| Kukkala, Venkateswararao E. | Employee (plan) | $175,627 |
| Recovery Point Systems | Direct payment from the plan | $172,549 |
| Edwards, Perpetua E. | Employee (plan) | $171,208 |
| Fp Mailing Solutions | Other services, Direct payment from the plan | $166,000 |
| Morgan, Lewis & Bockius, Llp | Legal, Direct payment from the plan | $160,122 |
| Devore, Karen A. | Employee (plan) | $157,939 |
| Inge, Maurice | Employee (plan) | $156,033 |
| Geohagan, Wayne S. | Employee (plan) | $151,908 |
| O'reilly Walker, Arlette M. | Employee (plan) | $151,286 |
| Youhouse, Joseph D. | Employee (plan) | $139,348 |
| Galbreath Hall, Kim M | Employee (plan) | $137,833 |
| Xerox Corporation | Other services, Copying and duplicating | $134,336 |
| Yimer, Tseday | Employee (plan) | $130,755 |
| Bekoe, Kofi | Employee (plan) | $128,609 |
| Guerra, Mary M. | Employee (plan) | $120,062 |
| Fenderson, Melissa | Employee (plan) | $119,706 |
| Rasheed, Susan B. | Employee (plan) | $119,704 |
| Johnson, David A. | Employee (plan) | $119,590 |
| Layode, Oyebisi | Employee (plan) | $115,109 |
| Wiley, Alexander | Employee (plan) | $114,676 |
| Noack, Ladonna | Employee (plan) | $113,583 |
| Boyd, Chantelle Y. | Employee (plan) | $111,625 |
| Frankenberg, Mi Jung | Employee (plan) | $110,172 |
| Dominion Energy Virginia | Direct payment from the plan | $109,702 |
| Ellis, Robin | Employee (plan) | $108,105 |
| White, Ayeisha | Employee (plan) | $106,164 |
| Lewis, William | Employee (plan) | $105,849 |
| Smith, Toria S. | Employee (plan) | $104,646 |
| Robinson, Kiven | Employee (plan) | $103,888 |
| Proctor, Chrisa | Employee (plan) | $102,512 |
| Revel, Donna L. | Employee (plan) | $102,363 |
| Knight, Shenika | Employee (plan) | $102,311 |
| Boggs, Sharon | Employee (plan) | $100,762 |
| Goodman Lauren A | Employee (plan) | $98,541 |
| Savia, Sandra | Employee (plan) | $97,418 |
| Phifer, Linda S. | Employee (plan) | $97,386 |
| Reliance Standard Life Insurance | Insurance services, Direct payment from the plan | $96,885 |
| Jones, Nikki | Employee (plan) | $96,203 |
| Boadi, Rose | Employee (plan) | $95,392 |
| Veney, Reginald | Employee (plan) | $95,392 |
| Sinclair, Neicole | Employee (plan) | $95,383 |
| Robertson, Beverly | Employee (plan) | $94,274 |
| Staton Wallis, Tracy | Employee (plan) | $94,170 |
| Peters, Michael Jr | Employee (plan) | $94,077 |
| Conlon, Dennis | Employee (plan) | $93,934 |
| Mongold, Gary | Employee (plan) | $93,872 |
| Morrison, Ryan | Employee (plan) | $93,838 |
| Fultz, Ruth | Employee (plan) | $93,707 |
| Plumb, Darlene | Employee (plan) | $93,704 |
| Claassen, Gregory | Employee (plan) | $93,704 |
| Andrews, Judy | Employee (plan) | $93,704 |
| Mosley, Naketa | Employee (plan) | $93,355 |
| St. Remy, Chris | Employee (plan) | $92,559 |
| Southern California Pipetrades | Direct payment from the plan, Other services | $90,907 |
| Powell, Penny | Employee (plan) | $90,411 |
| Williams, Yuri | Employee (plan) | $90,215 |
| Green, Toleathia | Employee (plan) | $90,139 |
| Robertson, James A | Employee (plan) | $90,139 |
| Kopp Iii, Robert | Employee (plan) | $89,765 |
| Youhouse, Marianella A | Employee (plan) | $89,456 |
| Collins, Zena | Employee (plan) | $89,146 |
| Sayson, Maribel | Employee (plan) | $89,136 |
| O'connor, Kristina | Employee (plan) | $89,074 |
| Dickenson, Mary | Employee (plan) | $88,911 |
| Ward, Stacy | Employee (plan) | $87,442 |
| Butchee, Tonia | Employee (plan) | $86,596 |
| Hugo, Curtis A. | Employee (plan) | $86,562 |
| Mcleod, Joanne | Employee (plan) | $86,208 |
| Brand, Galit | Employee (plan) | $86,148 |
| Gaillard, Kiana | Employee (plan) | $85,505 |
| Hunt, Jason | Employee (plan) | $85,435 |
| Convergeone Inc | Other services | $85,277 |
| Moram, Divya | Employee (plan) | $85,186 |
| Spencer, Mariah | Employee (plan) | $84,799 |
| Atkins, Lisa | Employee (plan) | $84,103 |
| Reid, Larry | Employee (plan) | $83,405 |
| Miller, Brianna | Employee (plan) | $83,093 |
| Charity, Lisa | Employee (plan) | $82,637 |
| Verizon | Other services, Direct payment from the plan | $82,050 |
| Cooper, Keyona | Employee (plan) | $81,273 |
| Oliver, Chris | Employee (plan) | $80,007 |
| Daniels Barbour, Janice | Employee (plan) | $79,921 |
| Merritt, Nicole | Employee (plan) | $79,866 |
| Jackson, Lilia | Employee (plan) | $78,912 |
| Melton, Stacey | Employee (plan) | $77,126 |
| Fields, Kyana | Employee (plan) | $77,095 |
| Fuller, Tamara S | Employee (plan) | $76,747 |
| Clark Baxter, Antonie | Employee (plan) | $76,745 |
| Romero, Luz A | Employee (plan) | $76,745 |
| Woods, Brittany | Employee (plan) | $75,444 |
| Atsbeha, Nathnael | Employee (plan) | $74,604 |
| Bascope, Christina | Employee (plan) | $72,780 |
| Lawrence, Devin | Employee (plan) | $70,883 |
| Williams, Monique | Employee (plan) | $70,171 |
| Oneal, Robert | Employee (plan) | $68,500 |
| P & R Enterprise, Inc | Other services | $67,144 |
| Pernell, Lachrisa | Employee (plan) | $66,237 |
| Alexander, Joceline M | Employee (plan) | $65,286 |
| Ullico | Investment management | $65,000 |
| Zaremba, Sydney | Employee (plan) | $63,708 |
| Dalton Wharf Association Inc | Other services, Direct payment from the plan | $61,375 |
| Northern Trust | Investment management, Investment management fees (direct) | $60,363 |
| Virginia & Ambinder Llp | Legal, Direct payment from the plan | $55,049 |
| Pension Benefit Information | Other services, Direct payment from the plan | $50,481 |
| Kramer Warner Associates, Inc. | Insurance agents and brokers, Direct payment from the plan | $49,449 |
| Aflac | Insurance services, Direct payment from the plan | $48,392 |
| White, Ashley | Employee (plan) | $45,906 |
| Avaya Communications, Inc. | Other services, Direct payment from the plan | $43,740 |
| Crumley, John M | Employee (plan) | $43,231 |
| Northern Virginia Staffing, Inc. | Other services, Direct payment from the plan | $40,892 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $40,435 |
| All State Courier Inc | Other services, Direct payment from the plan | $39,132 |
| Sweeney Jr, William | Employee (plan) | $38,965 |
| Romolo & Associates | Accounting, Direct payment from the plan | $38,840 |
| Dean, Ann | Employee (plan) | $35,174 |
| Robert Half | Other services, Direct payment from the plan | $34,680 |
| Tk Elevator | Other services, Direct payment from the plan | $33,646 |
| At&T | Other services, Direct payment from the plan | $32,781 |
| The Segal Company Svc, Inc. | Consulting (general), Direct payment from the plan | $32,428 |
| Murphy, Karen | Employee (plan) | $29,040 |
| Miller Kaplan Arase, Llp | Accounting, Direct payment from the plan | $27,839 |
| Dell Marketing Llp | Other services, Direct payment from the plan | $26,291 |
| Open Text, Inc. | Other services, Direct payment from the plan | $26,253 |
| Morgan Stanley & Company Llc | Investment management, Investment management fees (direct) | $25,670 |
| Ciuni & Panichi | Accounting | $23,789 |
| Pryor Learning, Llc | Direct payment from the plan | $23,214 |
| Opeiu | Direct payment from the plan, Other fees | $23,140 |
| Open Systems Aptean | Other services, Direct payment from the plan | $21,171 |
| Nccmp | Direct payment from the plan | $18,000 |
| Asb Capital Management | Investment management | $16,745 |
| Frank Parsons Paper Co Inc. | Other services | $16,186 |
| Metro Mail Services, Inc. | Other services | $15,489 |
| Insight Direct Usa Inc | Other services, Direct payment from the plan | $15,134 |
| Shumaker, Loop & Kendrick Llp | Legal | $14,919 |
| Spectrum Financial Svcs, Llc | Other services, Direct payment from the plan | $14,674 |
| Alexandria Renew Enterprises | Other services, Direct payment from the plan | $13,997 |
| Washington Gas | Other services, Direct payment from the plan | $12,745 |
| Ford Credit | Other services, Direct payment from the plan | $12,723 |
| Woodbridge Glass Co., Inc | Other services, Direct payment from the plan | $12,500 |
| National Vision Administrators | Direct payment from the plan | $12,011 |
| Air Conditioning & Refridgeration | Recordkeeping, Direct payment from the plan | $12,000 |
| Anastasi Moore & Martin Pllc | Accounting, Direct payment from the plan | $11,821 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $11,123 |
| Faulkner Hoffman & Phillips Llc | Other services, Direct payment from the plan | $10,572 |
| Amg Ops Fee Group | Other services, Direct payment from the plan | $10,183 |
| Proxy Vote Plus, Llc | Consulting fees, Direct payment from the plan | $10,000 |
| Rolling Greens, Inc | Other services, Direct payment from the plan | $9,858 |
| Advanced Security Systems | Other services, Direct payment from the plan | $9,591 |
| Digicert, Inc | Direct payment from the plan | $9,108 |
| Automatic Data Processing | Other services, Direct payment from the plan | $9,071 |
| Needles & Associates | Accounting, Direct payment from the plan | $8,971 |
| Power Solutions Llc | Consulting (general), Direct payment from the plan | $7,915 |
| Comcast Communications | Other services, Direct payment from the plan | $7,223 |
| Asset Panda, Llc | Other services, Direct payment from the plan | $7,200 |
| Barlow Coughran Morales | Legal, Direct payment from the plan | $6,823 |
| Blank Rome, Llp | Legal, Direct payment from the plan | $6,778 |
| Slack Technologies, Inc. | Other services, Direct payment from the plan | $6,637 |
| Eastern Fire Protection | Other services, Direct payment from the plan | $6,287 |
| Virgina American Water | Direct payment from the plan, Other fees | $6,259 |
| Usinfosearch.Com | Other services, Direct payment from the plan | $6,000 |
| Rubinbrown, Llp | Accounting, Direct payment from the plan | $5,364 |
| Securitas Technology Corp. | Other services, Direct payment from the plan | $5,363 |
| Council Of Institutional Investors | Other services, Direct payment from the plan | $5,200 |