United Steelworkers International Union Staff Pension Plan
Sponsored by United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie · EIN 250818080 · Plan #001
- Total assets
- $789M
- Net assets
- $706M
- Active participants
- 702
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Nisa Investment Advisors, Llc | Investment management | $907,544 |
| Eagle Capital Management, Llc | Investment management | $634,849 |
| Northern Trust Company | Custodial (securities), Trustee (institutional), Investment management | $191,884 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses | $122,238 |