I.U.O.E. Annuity Fund Local 137,137 A,137 B,137 C, And 137 R
Sponsored by Board Of Trustees I.U.O.E. Annuity Local 137 137 A 137 B 137 C 137 R · EIN 133204596 · Plan #001
- Total assets
- $253M
- Net assets
- $253M
- Active participants
- 717
- With balances
- 1,556
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Pinnacle Associates, Ltd. CRD 110631 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of New York Mellon | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $216,242 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $196,794 |
| Pinnacle Associates Ltd. | Investment management, Investment management fees (direct) | $124,877 |
| Schultheis And Panettieri, Llp | Accounting, Direct payment from the plan | $89,800 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $81,999 |
| Congress Asset Management Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $79,439 |
| Robert M. Cheverie & Assoc. , P.C. | Legal, Direct payment from the plan | $27,600 |
| Lazard Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $24,468 |
| Wells Fargo Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $21,750 |
| Basil Castrovinci Associates Inc. | Actuarial, Direct payment from the plan | $9,602 |
| Tpa Computer Corp | Consulting (general), Direct payment from the plan | $9,556 |
| Clarke & Sampson, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |