Operating Engineers Local No 37 Severance & Annuity Fund
Sponsored by Brd Of Trustees Oe 37 S&A Fund · EIN 521215784 · Plan #002 · Baltimore, MD
- Total assets
- $83.2M
- Net assets
- $83.0M
- Active participants
- 3,496
- With balances
- 3,496
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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Decision Science, Inc. | Contract administrator | $136,090 |
| Loomis, Sayles & Company | Investment management fees (direct), Soft dollars commissions | $111,747 |
| Intercontinental Re Corporation | Investment management fees (direct) | $60,200 |
| Investment Performance Services | Investment advisory (plan) | $50,000 |
| Rbc Global Asset Management | Investment management fees (direct) | $43,304 |
| Morgan, Lewis & Bockius Llp | Legal | $40,473 |
| Wedge Capital Management | Investment management fees (direct), Soft dollars commissions | $32,227 |
| Asb Capital Management, Llc | Investment management fees (direct) | $31,826 |
| Chartwell Investment Partners | Investment management fees (direct) | $31,134 |
| Calibre Cpa Group Pllc | Accounting | $15,278 |
| Sierra Investment Partners | Investment advisory (plan) | $13,970 |
| Us Bank, N.A. | Custodial (securities), Soft dollars commissions, Float revenue | $8,653 |
| Northern Trust Corporation | Custodial (securities), Other services, Investment management fees (indirect) | $0 |