AUMdb

Iam National Pension Fund

Sponsored by Board Of Trustees Of The I.A.M. National Pension Fund · EIN 516031295 · Plan #002

Total assets
$15.0B
Net assets
$14.7B
Active participants
102,863
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
Blackstone Alternative Asset Management L.P. CRD 107580 fuzzy_auto · 95% 2024
Acadian Asset Management (Singapore) Pte Ltd CRD 323400 deterministic · 100% 2024
Heitman Capital Management Llc CRD 105480 deterministic · 100% 2024
American Realty Advisors, Llc CRD 107965 deterministic · 100% 2024
Hamilton Lane Advisors, L.L.C. CRD 107876 fuzzy_auto · 96% 2024
Harvest Fund Advisors Llc CRD 154425 deterministic · 100% 2024
Rice Hall James & Associates Llc CRD 125410 fuzzy_auto · 98% 2024
Metlife Investment Management, Llc CRD 142463 deterministic · 100% 2024
Entrust Global Partners Llc CRD 107940 fuzzy_auto · 94% 2024
Algert Global Llc CRD 125523 deterministic · 100% 2024
American Century Investment Management Inc CRD 105778 fuzzy_auto · 98% 2024
Guggenheim Partners Investment Management, Llc CRD 137432 fuzzy_auto · 97% 2024
Payden & Rygel CRD 107160 fuzzy_auto · 96% 2024
Driehaus Capital Management Llc CRD 105757 deterministic · 100% 2024
Pgim, Inc. CRD 105676 deterministic · 100% 2024
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
Lord, Abbett & Co. Llc CRD 110391 fuzzy_auto · 95% 2024
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Blackstone Alternative Asset Mgmt Investment management, Investment management fees (direct) $5,702,960
Vitech Systems Sub Llc Direct payment from the plan, Consulting fees $5,247,314
Acadian Asset Management Llc Investment management, Investment management fees (direct) $4,425,556
National Iam Benefit Trust Insurance services, Other services, Direct payment from the plan $3,668,377
Proskauer Rose, Llp Legal, Direct payment from the plan $3,103,566
Heitman Capital Management Investment management, Investment management fees (direct) $2,588,436
American Realty Advisors Investment management, Investment management fees (direct) $2,488,843
Hamilton Lane Advisors Llc Investment management, Investment management fees (direct) $2,334,955
Principal Life Insurance Company Investment management, Investment management fees (direct), Float revenue $2,110,743
Harvest Fund Advisors Llc Investment management, Investment management fees (direct) $1,964,222
Graystone Consulting Morgan Stanley Investment advisory (plan), Direct payment from the plan $1,950,000
Rice Hall James & Associates Llc Investment management, Investment management fees (direct), Securities brokerage commissions $1,900,634
Metlife Investment Management Investment management, Investment management fees (direct) $1,446,010
Entrust Global Partners Offshore Lp Investment management, Investment management fees (direct) $1,179,601
State Street Bank & Trust Company Custodial (securities), Direct payment from the plan, Float revenue $1,100,394
Algert Global Llc Investment management, Investment management fees (direct) $1,080,788
The Segal Company Actuarial, Direct payment from the plan $1,031,216
Capital Bank And Trust Company Account maintenance fees, Direct payment from the plan $1,020,423
Pimco Investment management, Investment management fees (direct) $999,396
Iam National 401 K Plan Other services, Direct payment from the plan $944,224
Lion Industrial Investment management, Direct payment from the plan $780,568
Data Canopy Colocation Other services, Direct payment from the plan $714,611
American Century Investment Managem Investment management, Investment management fees (direct), Other investment fees and expenses $687,084
Insight Direct Usa, Inc Other services, Direct payment from the plan $612,912
New South Capital Mgmt Investment management, Investment management fees (direct), Soft dollars commissions $611,839
Guggenheim Partners Investment Mana Investment management, Investment management fees (direct) $591,938
Payden & Rygel Investment management, Investment management fees (direct) $586,975
Driehaus Capital Management Llc Investment management, Investment management fees (direct), Soft dollars commissions $564,379
T. Rowe Price Trust Company Trustee (institutional), Trustee (discretionary), Investment management $542,586
Pgim Inc Investment management, Investment management fees (direct) $528,374
Withum Smith Brown Pc Consulting (general), Direct payment from the plan $525,385
Blackrock Financial Management Inc Investment management, Investment management fees (direct), Soft dollars commissions $509,029
Kelly Press, Inc Other services, Direct payment from the plan $437,204
Dodge & Cox Investment management, Investment management fees (direct), Soft dollars commissions $410,709
Yolanda Montgomery Employee (plan), Direct payment from the plan $398,916
Doyle Printing & Offset, Inc. Copying and duplicating, Direct payment from the plan $389,343
Novak Francella, Llc Accounting, Direct payment from the plan $388,021
Denise M Clark Employee (plan), Direct payment from the plan $365,891
Tasc Other services $336,631
Ronald S Novak Employee (plan), Direct payment from the plan $265,739
Prestige Av Creative Svcs Other services $250,095
Ring Central Inc. Other services, Direct payment from the plan $245,834
Lord Abbett & Co., Llc Investment management, Investment management fees (direct) $240,179
Bny Mellon Investment management, Investment management fees (direct), Other investment fees and expenses $232,043
Wendy Frye Employee (plan), Direct payment from the plan $219,184
Jonathan S Young Direct payment from the plan $211,645
Damien Anderson Employee (plan), Direct payment from the plan $195,461
Carl E Macomber Employee (plan), Direct payment from the plan $190,299
Darryl Campbell Employee (plan), Direct payment from the plan $188,355
Cheiron Inc Actuarial, Consulting (pension), Direct payment from the plan $187,776
Nirav M Thaker Employee (plan), Direct payment from the plan $186,262
Logan Jackson Employee (plan), Direct payment from the plan $180,524
Tyieka Lovitt Employee (plan), Direct payment from the plan $175,455
Rightpath Resources Inc Consulting (general), Direct payment from the plan $173,442
Anjan Thapa Employee (plan), Direct payment from the plan $173,259
Shonya Morrison Employee (plan), Direct payment from the plan $161,573
Mollie M Wagoner Employee (plan), Direct payment from the plan $157,633
Lori C Lin Murray Employee (plan), Direct payment from the plan $156,514
Parris Celestine Employee (plan), Direct payment from the plan $156,166
Willis Towers Watson Us Llc Other services $148,555
Hossam Neama Employee (plan), Direct payment from the plan $145,649
Racquel O Simbulan Employee (plan), Direct payment from the plan $144,097
Sheryl Murphy Employee (plan), Direct payment from the plan $143,117
Susan Platt Employee (plan), Direct payment from the plan $141,678
Arthur D Bright Employee (plan), Direct payment from the plan $138,984
Angela Ramsay Employee (plan), Direct payment from the plan $138,831
Malikah Rankine Employee (plan), Direct payment from the plan $138,529
Nader Aghili Employee (plan), Direct payment from the plan $138,373
Trung Le Employee (plan), Direct payment from the plan $137,867
Slevin & Hart Pc Legal, Direct payment from the plan $134,356
Yan Tian Employee (plan), Direct payment from the plan $133,062
Sean T Hemenway Employee (plan), Direct payment from the plan $129,900
Natasha Carmon Employee (plan), Direct payment from the plan $129,028
Maureen J Chong Employee (plan), Direct payment from the plan $125,464
Kathleen Taylor Employee (plan), Direct payment from the plan $124,745
Iron Mountain Recordkeeping, Direct payment from the plan $124,441
Schuyler K Mellion Employee (plan), Direct payment from the plan $121,923
Doan Trang Ngo Employee (plan), Direct payment from the plan $121,021
Eloiza Rosales Employee (plan), Direct payment from the plan $120,907
Jordan K Brown Employee (plan), Direct payment from the plan $117,375
Alan Skolnick Employee (plan), Direct payment from the plan $116,627
Andrea Pinnock Employee (plan), Direct payment from the plan $116,509
Oracle America, Inc Other services, Direct payment from the plan $115,291
Troy Bethune Employee (plan), Direct payment from the plan $114,275
Medina S Abdella Employee (plan), Direct payment from the plan $109,639
Dontae Rawlins Employee (plan), Direct payment from the plan $109,617
Farrah Jones Employee (plan), Direct payment from the plan $103,144
Sergio R Campos Employee (plan), Direct payment from the plan $102,164
Lavonia Peterson Employee (plan), Direct payment from the plan $100,239
Sonya Brown Employee (plan), Direct payment from the plan $99,577
Pension Benefit Information Other services, Direct payment from the plan $99,386
Tasha Moore Employee (plan), Direct payment from the plan $98,423
Antoninette Jones Employee (plan), Direct payment from the plan $98,269
Romaric Julien Babal Chognika Employee (plan), Direct payment from the plan $96,270
Daniel Shaughnessy Employee (plan), Direct payment from the plan $94,410
Louis Alexander Employee (plan), Direct payment from the plan $93,590
Sean Copeland Employee (plan), Direct payment from the plan $93,570
Nicole Tate Employee (plan), Direct payment from the plan $92,011
Nuvia D Reyes Employee (plan), Direct payment from the plan $91,869
Tangela Smallwood Employee (plan), Direct payment from the plan $91,513
Courtney Shepherd Employee (plan), Direct payment from the plan $91,385
Deonte Holden Employee (plan), Direct payment from the plan $90,255
Lorraine K Wells Employee (plan), Direct payment from the plan $90,115
Cheick I Bazie Employee (plan), Direct payment from the plan $89,850
Jared B Lubin Employee (plan), Direct payment from the plan $89,221
Dawn Jones Employee (plan), Direct payment from the plan $89,103
Brittany G Plummer Employee (plan), Direct payment from the plan $89,075
Groom Law Group Legal, Direct payment from the plan $88,752
Essence Williams Employee (plan), Direct payment from the plan $88,606
Ericka Mills Employee (plan), Direct payment from the plan $88,415
India Mccarthy Employee (plan), Direct payment from the plan $88,405
Aziz Jan Employee (plan), Direct payment from the plan $88,097
Rodney A Dyer Employee (plan), Direct payment from the plan $87,896
Emily M Wise Employee (plan), Direct payment from the plan $87,650
Paula Chea Employee (plan), Direct payment from the plan $87,431
Jennifer Alexandre Employee (plan), Direct payment from the plan $87,062
Dionne Brandon Employee (plan), Direct payment from the plan $86,973
David Omalley Employee (plan), Direct payment from the plan $86,928
Laverne Peralta Ii Employee (plan), Direct payment from the plan $86,877
Ashley Pharr Employee (plan), Direct payment from the plan $86,283
Claudia Calleros Employee (plan), Direct payment from the plan $86,212
Kisha Smith Matthews Employee (plan), Direct payment from the plan $85,676
Theresa L Blair Employee (plan), Direct payment from the plan $85,519
Helen Buduan Employee (plan), Direct payment from the plan $85,511
Jilia Herndon Employee (plan), Direct payment from the plan $85,362
Aminata Aladdin Employee (plan), Direct payment from the plan $85,304
Lashawn Young Employee (plan), Direct payment from the plan $85,281
Ikea D Ashton Trimmer Employee (plan), Direct payment from the plan $85,214
Kneiss Johnson Employee (plan), Direct payment from the plan $85,205
Jennifer Rollins Employee (plan), Direct payment from the plan $85,205
Melissa Maragh Employee (plan), Direct payment from the plan $85,184
Celeste Namashulua Employee (plan), Direct payment from the plan $85,143
Megan Svorcek Employee (plan), Direct payment from the plan $85,141
Jovaun J Wheeler Employee (plan), Direct payment from the plan $85,137
Hannah Doyle Employee (plan), Direct payment from the plan $85,128
Nailah S Gosmon Employee (plan), Direct payment from the plan $85,105
Eamon El Sawaf Employee (plan), Direct payment from the plan $85,017
Brooke Schoenbucher Employee (plan), Direct payment from the plan $84,256
Zephenia Casimiro Noel Employee (plan), Direct payment from the plan $84,189
Samiah L Page Employee (plan), Direct payment from the plan $84,152
Barbara Gutridge Employee (plan), Direct payment from the plan $83,912
Michael Patterson Employee (plan), Direct payment from the plan $83,795
Dana L Jenkins Employee (plan), Direct payment from the plan $83,756
Sherkia R Johnson Employee (plan), Direct payment from the plan $83,687
Chantel Duckett Employee (plan), Direct payment from the plan $83,680
Genae C Mills Employee (plan), Direct payment from the plan $83,615
Letitcia Brown Employee (plan), Direct payment from the plan $83,581
Danielle Mosley Employee (plan), Direct payment from the plan $83,537
Margaret Mcbride Employee (plan), Direct payment from the plan $83,476
Amy Clifton Employee (plan), Direct payment from the plan $83,272
Chanae Kelly Employee (plan), Direct payment from the plan $83,172
Arnold E Deshield Employee (plan), Direct payment from the plan $83,062
Starquasha L Spears Employee (plan), Direct payment from the plan $82,831
Lawrence M Pearson Employee (plan), Direct payment from the plan $82,077
Lisa C Fortune Williams Employee (plan), Direct payment from the plan $81,981
Clemmietine L Hunter Employee (plan), Direct payment from the plan $81,738
Harrington D Autry Employee (plan), Direct payment from the plan $81,424
Mayia Mckenzie Cort Employee (plan), Direct payment from the plan $81,343
Latoya R Owens Employee (plan), Direct payment from the plan $81,314
Nichelle Poindexter Employee (plan), Direct payment from the plan $81,281
Catrice M Gilbert Employee (plan), Direct payment from the plan $80,954
Glenn Aragon Employee (plan), Direct payment from the plan $80,808
Faith L Jones Employee (plan), Direct payment from the plan $80,768
Nikita M Macrall Angus Employee (plan), Direct payment from the plan $80,763
Lovely Newson Employee (plan), Direct payment from the plan $80,688
Tiffany Britton Employee (plan), Direct payment from the plan $80,471
Jessica M Elliott Employee (plan), Direct payment from the plan $80,326
Sabrina Cooper Employee (plan), Direct payment from the plan $79,916
Charlotte Perry Employee (plan), Direct payment from the plan $79,901
Raven Marshall Employee (plan), Direct payment from the plan $79,883
Edgar M Valenzuela Employee (plan), Direct payment from the plan $79,557
Nia Jackson Employee (plan), Direct payment from the plan $79,173
Darnesha Robinson Employee (plan), Direct payment from the plan $78,889
Bruce Watley Employee (plan), Direct payment from the plan $78,636
Jerri Duren Employee (plan), Direct payment from the plan $78,498
Darnell Malabet Employee (plan), Direct payment from the plan $77,950
Carolina Gutierrez Rijo Employee (plan), Direct payment from the plan $77,865
Kristina Wallace Employee (plan), Direct payment from the plan $77,536
Toiya M Lewis Employee (plan), Direct payment from the plan $77,423
Elaina Ringo Employee (plan), Direct payment from the plan $76,430
Monica Bullock Employee (plan), Direct payment from the plan $76,249
Charity Lancaster Employee (plan), Direct payment from the plan $76,152
Lakisha A Brunson Employee (plan), Direct payment from the plan $76,052
Kimberly A Miles Employee (plan), Direct payment from the plan $75,462
Johnny Deguzman Employee (plan), Direct payment from the plan $74,746
Susan Caldwell Employee (plan), Direct payment from the plan $74,273
Kyvonnia T Evans Employee (plan), Direct payment from the plan $73,954
Cherelle G Mceachin Employee (plan), Direct payment from the plan $73,211
Zane S Colza Employee (plan), Direct payment from the plan $73,108
Alexus L Parker Employee (plan), Direct payment from the plan $73,005
Tiffany Shorter Employee (plan), Direct payment from the plan $71,979
Peter Amaral Employee (plan), Direct payment from the plan $71,325
Margaret M Foster Employee (plan), Direct payment from the plan $71,233
Loretta E Cox Employee (plan), Direct payment from the plan $71,209
Marsha Yansen Employee (plan), Direct payment from the plan $70,975
Lauren Kanowicz Employee (plan), Direct payment from the plan $70,957
Lakeisha Mcghee Employee (plan), Direct payment from the plan $70,797
Cameron D Burton Employee (plan), Direct payment from the plan $69,799
Joseph D Boone Employee (plan), Direct payment from the plan $69,328
Joseph S Payne Employee (plan), Direct payment from the plan $68,779
Vanessa L Vcelik Employee (plan), Direct payment from the plan $68,649
April Bullock Employee (plan), Direct payment from the plan $68,069
Angela Thomas Employee (plan), Direct payment from the plan $67,479
Jayla N Goode Employee (plan), Direct payment from the plan $67,427
Justine A Reyes Employee (plan), Direct payment from the plan $67,110
Art And Negative Graphics Other services $67,029
Tineisha R Hawkins Employee (plan), Direct payment from the plan $66,698
Susan M Thomasser Employee (plan), Direct payment from the plan $66,522
Simone A Mason Employee (plan), Direct payment from the plan $66,102
Lauren N Carroll Employee (plan), Direct payment from the plan $65,872
Jumisha N Ford Employee (plan), Direct payment from the plan $64,740
Jeremy Coleman Employee (plan), Direct payment from the plan $64,633
Shawn Sanson Employee (plan), Direct payment from the plan $63,897
Pablo Bejarano Employee (plan), Direct payment from the plan $63,023
Leslie Thompson Employee (plan), Direct payment from the plan $61,711
Tilea Jones Employee (plan), Direct payment from the plan $59,001
Damon L Freshwater Employee (plan), Direct payment from the plan $58,602
Alexander J Rogers Employee (plan), Direct payment from the plan $56,200
Union Insurance Group Other services $55,729
Ayana Ransom Employee (plan), Direct payment from the plan $55,587
Jackson Square Partners Investment management, Investment management fees (direct), Soft dollars commissions $54,823
Elizabeth Ann Gahinet Employee (plan), Direct payment from the plan $54,347
Jeffrey Gatling Employee (plan), Direct payment from the plan $51,336
Amwins Group Benefits Inc Other services, Direct payment from the plan $49,671
Northern Trust Corporation Investment management, Investment management fees (direct), Float revenue $49,099
Erica Jones Employee (plan), Direct payment from the plan $48,644
Sebastian R Flemings Employee (plan), Direct payment from the plan $48,610
Jerelyn R Jones Employee (plan), Direct payment from the plan $46,827
Datawatch Systems Inc Other services, Direct payment from the plan $46,465
Info Tech Research Group Other services $46,225
Jenny Yee Employee (plan), Direct payment from the plan $45,806
Gallagher Fiduciary Advisors Investment management, Direct payment from the plan $45,208
Nathalie J Green Employee (plan), Direct payment from the plan $44,420
Christina Mitchell Employee (plan), Direct payment from the plan $44,342
Beacon Hill Staffing Group, Llc Other services, Direct payment from the plan $44,120
Stacie Little Employee (plan), Direct payment from the plan $43,805
Kimani J Aylor Employee (plan), Direct payment from the plan $43,588
Document Strategies Recordkeeping $43,495
Regchenal Johnson Employee (plan), Direct payment from the plan $43,357
Branden Taylor Employee (plan), Direct payment from the plan $42,201
Ademir Delcid Employee (plan), Direct payment from the plan $42,021
Michelle K Shea Employee (plan), Direct payment from the plan $41,583
Mark E Poist Employee (plan), Direct payment from the plan $41,311
Brian Knoblett Employee (plan), Direct payment from the plan $38,744
American Management Association Other services $38,400
D3 Technologies Contract administrator, Direct payment from the plan $37,766
Aba Moriah Corporation Other services, Direct payment from the plan $36,707
Stacey Melton Employee (plan), Direct payment from the plan $36,019
Sri Kumar Global Strategies Inc. Investment advisory (plan), Direct payment from the plan $35,000
Arnold Scher Employee (plan), Direct payment from the plan $34,794
Kasey L Gamble Employee (plan), Direct payment from the plan $34,521
Factset Research Systems, Inc Other services, Direct payment from the plan $33,072
Capitol Imaging Other fees, Direct payment from the plan $33,064
Concur Technologies Other services $31,403
Creative Financial Planning Inc Other services, Direct payment from the plan $29,600
Banco Popular De Puerto Rico Account maintenance fees, Direct payment from the plan $28,790
Diane Valenzuela Employee (plan), Direct payment from the plan $28,157
Premier Technology Solutions, Inc Other fees, Direct payment from the plan $28,094
Adina I Dorch Employee (plan), Direct payment from the plan $28,075
Glenn Wilson Employee (plan), Direct payment from the plan $27,290
Esentire Inc Other fees, Direct payment from the plan $26,853
John Bush Employee (plan), Direct payment from the plan $25,887
Unum Life Insurance Company Of Amer Insurance services, Direct payment from the plan $25,539
New Target, Inc. Consulting (general), Direct payment from the plan $24,963
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $23,738
Quality Associates Inc Other services, Direct payment from the plan $23,142
United Business Technologies Other services, Direct payment from the plan $22,834
Schultheis & Panettieri, Llp Legal, Direct payment from the plan $22,141
Quadient Leasing Usa Inc Other fees, Direct payment from the plan $19,637
Brutus Colin Siguineau Llc Accounting, Direct payment from the plan $17,544
Cogent Communications Inc Consulting (general), Direct payment from the plan $17,050
State Street Global Advisors Trust Custodial (other), Custodial (securities), Investment management fees (direct) $16,693
American Arbitration Association Legal, Consulting (general), Direct payment from the plan $15,963
Udemy Inc Other services, Direct payment from the plan $15,291
Aflac Group Insurance Insurance services, Direct payment from the plan $13,412
Red Coats Inc Other services, Direct payment from the plan $8,586
Lexisnexis Risk Solutions Other services, Direct payment from the plan $8,442
Polsinelli Pc Legal, Direct payment from the plan $7,066
Bloomberg Bna Other services, Direct payment from the plan $6,115
Bredhoff & Kaiser Pllc Legal, Direct payment from the plan $5,097
Barkay Inc Dba Paul Davis Restorati Other services, Direct payment from the plan $5,057
Netgain Solutions Inc Other fees, Direct payment from the plan $5,040
Segal Select Insurance Services Inc Insurance agents and brokers, Insurance brokerage commissions $0