AUMdb

Retirement Plan For Hospital Employees

Sponsored by Board Of Trustees Retirement Plan For Hospital Employees · EIN 942995676 · Plan #001

Total assets
$1.2B
Net assets
$1.2B
Active participants
2,043
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
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024
Brandywine Global Investment Management, Llc CRD 110783 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Towers Watson Investment Services Investment advisory (plan), Direct payment from the plan $1,638,991
Principal Custody Solutions Trustee (institutional), Direct payment from the plan $966,788
Sangus Ltd Dba Retirement Plan Contract administrator, Direct payment from the plan $586,386
Trucker Huss Legal, Direct payment from the plan $527,933
Willis Towers Watson Actuarial, Direct payment from the plan $315,774
Dodge & Cox Investment management, Direct payment from the plan $281,768
Iron Mountain Other services, Direct payment from the plan $109,217
Brandywine Global Investment Manag Investment management, Direct payment from the plan $79,051
Stephen Horn Insurance agents and brokers, Direct payment from the plan $77,025
Wtc Cif Securitized Investment management, Direct payment from the plan $69,862
Communication Services Center Inc Participant communication, Direct payment from the plan $59,204
Eide Bailly Llp Accounting, Direct payment from the plan $41,172
Rv Kuhns & Associates Investment advisory (plan), Direct payment from the plan $17,000
Pension Benefit Information Other services, Direct payment from the plan $9,545