Operative Plasterers Local No 82 Pension Fund
Sponsored by Plasterer's Pension Trust · EIN 936075453 · Plan #001
- Total assets
- $38.0M
- Net assets
- $37.9M
- Active participants
- 65
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Versor Investments Lp CRD 171663 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Actuarial, Direct payment from the plan, Consulting fees | $95,713 |
| Bradley L. Middleton, Pc | Legal, Direct payment from the plan | $80,893 |
| Verus Investments | Investment advisory (plan), Direct payment from the plan, Consulting fees | $75,000 |
| Masonry Industry Trust Admin. | Plan administrator, Recordkeeping, Direct payment from the plan | $56,943 |
| Middleton & Co. Cpa Pc | Accounting, Direct payment from the plan | $30,000 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan, Other investment fees and expenses | $24,110 |
| Quest Investment Management | Investment management, Direct payment from the plan, Other investment fees and expenses | $20,763 |
| Hudson Insurance Co. | Insurance services, Direct payment from the plan, Other insurance fees and expenses | $13,216 |
| Assoc. Industries Ins Co Inc | Insurance services, Direct payment from the plan, Other insurance fees and expenses | $11,367 |
| U.S. Bank National Assoc. | Custodial (securities), Other investment fees and expenses | $10,364 |
| Beazley Breach Response Select | Insurance services, Direct payment from the plan, Other insurance fees and expenses | $5,411 |
| Principal Life Insurance Co. | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,000 |
| Nueberger Berman High Yield | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Ullico | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Principal Global Inv Core Plus Bond | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Bhms Large Cap Val Ii | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Pimco | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Harbor Funds | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |