International Union Of Operating Engineers Local 4 Pension Fund
Sponsored by Board Of Trustees I.U.O.E. Local 4 Pension Fund · EIN 046013863 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 3,513
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 99% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank National Associ | Investment management, Investment management fees (direct) | $629,232 |
| Boston Partners Global Investors, I | Investment management, Investment management fees (direct), Investment management fees (indirect) | $539,626 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $366,033 |
| State Street Bank & Trust Co. | Custodial (securities), Investment management, Direct payment from the plan | $274,477 |
| Cbre Clarion Securities Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $187,857 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $135,000 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $118,659 |
| Mellon Investments Corporation | Investment management, Investment management fees (direct), Investment management fees (indirect) | $112,672 |
| Vitech Systems Sub Llc | Other services, Direct payment from the plan | $112,136 |
| Cbiz Benefits & Insurance Services | Actuarial, Consulting (general), Direct payment from the plan | $104,475 |
| Gregory A Geiman | Employee (plan), Direct payment from the plan | $84,174 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $68,620 |
| The Law Office Of Kathryn S Shea | Legal, Direct payment from the plan | $50,247 |
| Rebecca Zaccardi | Employee (plan), Direct payment from the plan | $49,029 |
| Donald R Christy | Employee (plan), Direct payment from the plan | $38,976 |
| Laura Jean Hickey | Employee (plan), Direct payment from the plan | $38,367 |
| James M Burns | Employee (plan), Direct payment from the plan | $33,061 |
| Wendy A Batchelder | Employee (plan), Direct payment from the plan | $28,932 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $28,884 |
| Vsg Hosting Inc | Other services, Direct payment from the plan | $28,308 |
| Derek Oetinger | Employee (plan), Direct payment from the plan | $28,180 |
| 617 Media Group | Other services, Direct payment from the plan | $18,055 |
| Cts Services Inc. | Other services, Direct payment from the plan | $13,805 |
| Kroll Associates | Other services, Direct payment from the plan | $11,883 |
| Iron Mountain | Other services, Direct payment from the plan | $8,889 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |