I.U.P.A.T. Of Western Pa Annuity Fund
Sponsored by Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western Pa · EIN 251304459 · Plan #001
- Total assets
- $79.7M
- Net assets
- $79.7M
- Active participants
- 1,287
- With balances
- 0
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Participant communication | $173,700 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $108,217 |
| Benesys, Inc | Contract administrator | $72,804 |
| Diclaudio & Kramer, Llc | Accounting | $28,535 |
| Meyer, Unkovic, & Scott | Legal | $12,349 |
| Tucker Arensberg | Legal | $8,822 |