AUMdb

International Painters And Allied Trades Industry Pension Plan

Sponsored by Intl Painters & Allied Trades Ind. Pension Fund Board Of Trustees · EIN 526073909 · Plan #001

Total assets
$4.5B
Net assets
$4.4B
Active participants
43,757
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
Acadian Asset Management (Singapore) Pte Ltd CRD 323400 deterministic · 100% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Chartwell Investment Partners, Llc CRD 170335 deterministic · 100% 2024
Parametric Portfolio Associates Llc CRD 114310 deterministic · 100% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Crescent Capital Group Lp CRD 153966 deterministic · 100% 2024
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024
Schroder Investment Management North America Inc CRD 105820 fuzzy_auto · 96% 2024
Washington Capital Management Inc CRD 105253 deterministic · 100% 2024
Asia Alternatives Management Llc CRD 141481 deterministic · 100% 2024
Thoma Bravo, L.P. CRD 157041 deterministic · 100% 2024
Kps Capital Partners, Lp CRD 157678 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tucker Arensberg Pc Legal, Direct payment from the plan $2,425,327
Intl Union Of Painters & Allied Tra Other services, Direct payment from the plan $1,269,900
Vitech Systems Group Inc Other services, Direct payment from the plan $1,161,278
Verus Advisory, Inc. Investment advisory (plan), Investment management fees (direct) $671,005
Painting Industry Insurance & Annui Recordkeeping, Direct payment from the plan $670,612
Withum Plus Accounting, Direct payment from the plan $648,774
Northern Trust Corporation Custodial (securities), Investment management fees (direct), Securities brokerage commissions $636,520
Novak Francella Llc Accounting, Direct payment from the plan $419,662
Dan Williams Employee (plan), Direct payment from the plan $362,735
Acadian Asset Management Llc Investment management, Investment management fees (direct) $341,685
Adam Boston Employee (plan), Direct payment from the plan $341,211
The Segal Company, Inc. Actuarial, Direct payment from the plan $332,150
Nepc Llc Investment advisory (plan), Investment management fees (direct) $330,019
Schultheis & Panettieri, Llp Accounting, Direct payment from the plan $320,402
Bredhoff & Kaiser Legal, Direct payment from the plan $284,791
Ullico Investment Advisors, Inc. Investment management, Investment management fees (direct) $278,660
Chartwell Investment Partners Lp Investment management, Investment management fees (direct) $247,683
Parametric Portfolio Associates Llc Investment management, Investment management fees (direct) $244,742
The Union Labor Life Insurance Co. Investment management, Investment management fees (direct), Other investment fees and expenses $233,873
Laurie Hand Employee (plan), Direct payment from the plan $231,850
Michael Kaufman Employee (plan), Direct payment from the plan $231,801
Asb Capital Management Investment management, Investment management fees (direct) $228,313
Brady Nelson Employee (plan), Direct payment from the plan $195,773
James Bogart Employee (plan), Direct payment from the plan $195,439
Marquette Associates, Inc. Investment management, Investment management fees (direct) $190,740
N'dia Williams Employee (plan), Direct payment from the plan $170,029
Scott Roberie Employee (plan), Direct payment from the plan $161,975
Michael O'malley Employee (plan), Direct payment from the plan $160,016
Perry Parker Employee (plan), Direct payment from the plan $159,662
Whitehorse Liquidty Partners Iv Lp Investment management, Investment management fees (direct) $158,252
Gosaye Kidanemariam Employee (plan), Direct payment from the plan $157,515
Nickett Boatwright Employee (plan), Direct payment from the plan $152,645
Clint Beaulieu Employee (plan), Direct payment from the plan $142,115
Christina Emmel Employee (plan), Direct payment from the plan $138,579
Andrew Harding Employee (plan), Direct payment from the plan $133,449
Jennifer Ruhling Employee (plan), Direct payment from the plan $129,786
Juliet Gray Employee (plan), Direct payment from the plan $129,214
Prudential Retirement & Annuity Ins Investment management, Investment management fees (direct) $128,760
Jordan Kline Employee (plan), Direct payment from the plan $125,336
Folototo Aiolupotea Employee (plan), Direct payment from the plan $124,857
Alexis Cox Employee (plan), Direct payment from the plan $124,009
Wale Oparinde Employee (plan), Direct payment from the plan $120,208
Jacqueline Courtien Employee (plan), Direct payment from the plan $116,713
Evenzier Nanalig, Jr Employee (plan) $114,074
Cornelius Norris Employee (plan), Direct payment from the plan $112,545
Ashley Sosa Employee (plan), Direct payment from the plan $109,473
Chiffonia Lloyd Employee (plan), Direct payment from the plan $108,273
Christensen James & Martin Legal, Direct payment from the plan $108,092
Mary Harris Employee (plan), Direct payment from the plan $106,385
Washington Capital Management Inc Investment management, Investment management fees (direct) $104,530
Lauren Ervin Employee (plan), Direct payment from the plan $101,805
Brandi Schmidt Employee (plan), Direct payment from the plan $101,646
Rochelle Stephens Employee (plan), Direct payment from the plan $101,549
Eric Olean Employee (plan), Direct payment from the plan $101,029
Crystal Haas Employee (plan), Direct payment from the plan $99,160
Jarso Feyisa Employee (plan), Direct payment from the plan $98,583
Lauren Brown Employee (plan), Direct payment from the plan $97,604
Raven Clay Employee (plan), Direct payment from the plan $96,304
Brenda Quest Employee (plan) $94,889
Jennifer Rollins Employee (plan), Direct payment from the plan $89,995
Amy Mcelory Employee (plan), Direct payment from the plan $87,051
Amythest Temple Employee (plan), Direct payment from the plan $86,549
Vanessa Henderson Employee (plan), Direct payment from the plan $78,251
Heidi Kern Employee (plan), Direct payment from the plan $78,171
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management fees (direct) $74,141
Maudeline Quarrie Employee (plan), Direct payment from the plan $73,645
Xpan Law Group, Llc Legal, Direct payment from the plan $72,540
Sheena Williams Employee (plan), Direct payment from the plan $68,985
J'mia Tillman Employee (plan), Direct payment from the plan $65,910
Alsweet Associates Accounting, Direct payment from the plan $65,364
Marji Smith Employee (plan), Direct payment from the plan $64,843
Luz Rodriguez Employee (plan), Direct payment from the plan $63,904
Asia Alternatives Management Llc Investment management, Investment management fees (direct), Investment management fees (indirect) $63,794
Julieta Spenard Employee (plan), Direct payment from the plan $62,260
Ebony Dozier Employee (plan), Direct payment from the plan $61,700
Thoma Bravo Llc Investment management, Investment management fees (direct) $60,578
Berry & Co. Cpas Accounting, Direct payment from the plan $59,790
Jerry Shipp Jr. Employee (plan), Direct payment from the plan $56,069
Pacific Southwest Administrators Contract administrator, Direct payment from the plan $54,344
Wilson Mcshane Corporation Other services, Direct payment from the plan $53,703
Legacy Professionals, Llp Recordkeeping, Direct payment from the plan $53,573
Kelly Press Inc Other services, Direct payment from the plan $50,247
Ashley Kern Employee (plan), Direct payment from the plan $48,677
Kyshawna Sye Employee (plan), Direct payment from the plan $47,022
Claudia Fonseca Giraldo Employee (plan), Direct payment from the plan $44,273
Mellisa Leight Employee (plan), Direct payment from the plan $42,853
Rubinbrown Llp Accounting, Direct payment from the plan $41,485
Romolo & Associates, Llc Accounting, Direct payment from the plan $36,970
Iupat District Council No 21 Welfar Recordkeeping, Direct payment from the plan $36,767
Andrew Herman Employee (plan), Direct payment from the plan $35,275
Richard J. Wolf And Co. Accounting, Direct payment from the plan $31,926
Frank M. Vaccaro & Associates Inc Other services, Direct payment from the plan $31,813
Melissa Dorr Employee (plan), Direct payment from the plan $31,056
Blackrock Institutional Trust Compa Investment management, Direct payment from the plan $29,325
Michele Ababneh Employee (plan), Direct payment from the plan $29,281
Noah Bryant Employee (plan), Direct payment from the plan $28,697
Natalie Cuesta Employee (plan), Direct payment from the plan $27,154
Bny Mellon Investment management, Investment management fees (direct), Investment management fees (indirect) $18,106
Rothner, Segall & Greenstone Legal, Direct payment from the plan $18,096
Kps Capital Partners, Lp Investment management, Investment management fees (direct) $17,396
Adp Payroll Services Other services, Direct payment from the plan $16,892
Bfi Printing & Mailing Services Copying and duplicating, Direct payment from the plan $16,726
Wohlner Kaplon Cutler Haloford & Ro Legal, Direct payment from the plan $15,425
Benesys, Inc. Contract administrator, Direct payment from the plan $13,209
The Urban Law Firm Legal, Direct payment from the plan $12,110
Watkins, Pawlick, Calati & Prifiti Legal, Direct payment from the plan $11,883
Databank Imx Recordkeeping, Direct payment from the plan $11,136
Needles & Associates, Llc Accounting, Direct payment from the plan $11,113
O'brien, Belland & Bushinsky, Llc Legal, Direct payment from the plan $10,251
Kennedy Law Firm Legal, Direct payment from the plan $10,181
Berger Singerman, Llp Legal, Direct payment from the plan $10,176
Northwestern Ohio Administrators In Contract administrator, Direct payment from the plan $10,033
Lipsitz, Green, Scime, Cameria, Llp Legal, Direct payment from the plan $8,074
Stefansky, Holloway & Nicholas Accounting, Direct payment from the plan $6,926
Cavanagh & O'hara, Llp Legal, Direct payment from the plan $5,783
Marshall & Moss Payroll Compliance Other services, Other fees $0
Crescent Capital Group Lp Investment management, Investment management fees (indirect) $0
Schroder Investment Management Nort Investment management, Investment management fees (indirect) $0
Trive Structured Capital Prtnrs Lp Investment management, Investment management fees (indirect) $0