Central Pension Fund Of The Iuoe & Participating Employers
Sponsored by Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers · EIN 366052390 · Plan #001
- Total assets
- $27.4B
- Net assets
- $27.4B
- Active participants
- 104,686
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Curcio Webb Llc CRD 109066 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Doubleline Capital Lp CRD 152606 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Merganser Capital Management, Llc CRD 169258 | deterministic · 100% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Robeco Institutional Asset Management Us Inc CRD 107367 | fuzzy_auto · 97% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Idr Investment Management, Llc CRD 286208 | deterministic · 100% | 2024 |
| Fiduciary Counselors Inc. CRD 111827 | deterministic · 100% | 2024 |
| Mission Creek Capital Partners, Inc. CRD 151514 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vitech Systems Sub, Llc | Other services | $4,239,233 |
| Linea Solutions | Other services | $2,288,497 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $2,261,174 |
| Loomis, Sayles & Company, Lp | Investment management | $2,178,863 |
| Doubleline Capital | Investment management | $1,541,377 |
| Jpmcb Strategic Properties | Investment management | $1,380,248 |
| Carefirst Blue Cross Blue Shield | Insurance services | $1,368,669 |
| Dodge & Cox | Investment management | $1,298,319 |
| Aon Hewitt Investment Consulting In | Investment advisory (plan) | $1,281,202 |
| Merganser Capital Management | Investment management | $1,166,329 |
| Blackrock Institutional Trust Co | Investment management | $1,075,261 |
| The Bank Of New York Mellon | Other fees, Custodial (securities), Custodial (other) | $998,069 |
| Wellington Trust Company | Investment management | $869,133 |
| Calibre Cpa Group, Pllc | Accounting | $697,806 |
| Optumrx, Inc. | Claims processing, Direct payment from the plan, Float revenue | $619,566 |
| Galliard Capital Management | Investment management | $564,110 |
| Robeco Institutional Asset Mgmt Us | Investment management | $551,892 |
| Acadian Asset Management Llc | Investment management | $501,773 |
| Fidelity Institutional Asset Mgmt T | Investment management | $448,615 |
| Cathedral Corporation | Other services | $439,210 |
| Segal Select Insurance | Insurance brokerage commissions, Insurance agents and brokers | $401,151 |
| Horizon Actuarial Services, Llc | Actuarial | $381,077 |
| Becker, Marc Douglas | Employee (plan) | $359,523 |
| Asb Allegiance Re | Investment management | $353,714 |
| Shelton, Joseph J. | Employee (plan) | $352,327 |
| Managed Business Solutions, Llc | Other services | $277,379 |
| Hamilton Lane Advisors, Llc | Investment advisory (plan) | $270,565 |
| Iuoe Local 15 Welfare Fund | Accounting, Recordkeeping | $269,673 |
| Lofton, Anna Y. | Employee (plan) | $257,993 |
| Marshall, John | Employee (plan) | $211,869 |
| Drauch, Gregory | Employee (plan) | $206,773 |
| Local 138 Benefit Funds | Recordkeeping | $204,603 |
| Gupta, Susheal | Employee (plan) | $187,959 |
| Kilmister, Kristine | Employee (plan) | $176,095 |
| Sargent, Nancy | Employee (plan) | $172,264 |
| Busog, Anthony A. | Employee (plan) | $159,005 |
| Carday Associates Inc | Recordkeeping | $158,934 |
| Nardone, Mario | Employee (plan) | $155,666 |
| Wilson Mcshane Corporation | Recordkeeping | $155,538 |
| Crute, James | Employee (plan) | $154,953 |
| Marbury, Ricardo | Employee (plan) | $151,083 |
| Idr Investment Management Llc | Investment management | $145,422 |
| Sargent, Justin P | Employee (plan) | $142,355 |
| Karnik, Sujata | Employee (plan) | $135,910 |
| Takagi, Ken M. | Employee (plan) | $132,251 |
| Caruso, Joseph | Employee (plan) | $130,674 |
| Fong, Shannon | Employee (plan) | $127,127 |
| O'donoghue & O'donoghue, Llp | Legal | $126,661 |
| Kimball, Fritzi | Employee (plan) | $126,377 |
| Mid Central Operating Engineers H&W | Recordkeeping | $124,737 |
| Bullock, Pamela | Employee (plan) | $124,237 |
| Phoukieo, Sorn | Employee (plan) | $120,118 |
| Steptoe & Johnson, Llp | Legal | $118,624 |
| Ledig, Megan L | Employee (plan) | $118,446 |
| Rifkind, Rachel | Employee (plan) | $115,765 |
| Price, John A. | Employee (plan) | $114,140 |
| Thompson, Helen | Employee (plan) | $113,283 |
| Alexis, John | Employee (plan) | $110,625 |
| Johnson, Nicole | Employee (plan) | $110,547 |
| Roth, Connor | Employee (plan) | $109,475 |
| Wilson Dessaure, Sharon | Employee (plan) | $108,684 |
| Young, Sussana | Employee (plan) | $108,010 |
| Crafton, Iris | Employee (plan) | $107,867 |
| Iuoe Local 94, 94 A & 94 B | Recordkeeping | $106,898 |
| Russ, Joanne | Employee (plan) | $105,214 |
| Oper Engrs Local 234 H&W Fund | Legal | $104,581 |
| Duangbubpa, Walaya | Employee (plan) | $104,454 |
| Vaughan, Terry | Employee (plan) | $101,838 |
| Lopez, Cynthia | Employee (plan) | $101,406 |
| Ruiz, Carlos | Employee (plan) | $100,636 |
| Herron, Elizabeth | Employee (plan) | $100,358 |
| Msci Inc | Investment advisory (plan) | $100,248 |
| Gross, Stanley | Employee (plan) | $100,243 |
| Lainez, Sergio | Employee (plan) | $99,384 |
| Standard Insurance Company | Insurance services | $99,236 |
| Sullivan, Michael | Employee (plan) | $98,607 |
| Chung, Kevin | Employee (plan) | $98,111 |
| Jr Kasman, Pllc | Legal | $97,923 |
| Bupphachat, Rapeeporn | Employee (plan) | $96,607 |
| Franke, Joanna | Employee (plan) | $95,522 |
| Owusu, Naa | Employee (plan) | $95,258 |
| Yongyosying, Sirikorn | Employee (plan) | $95,238 |
| C&W Services | Other services | $94,850 |
| Velasquez, Samuel | Employee (plan) | $94,786 |
| Kitthanawong, Joy | Employee (plan) | $94,664 |
| Jiang, Jing | Employee (plan) | $94,630 |
| Tsehayou, Kahsay Z. | Employee (plan) | $94,370 |
| Bell, Renee | Employee (plan) | $92,773 |
| Kelly Press, Inc. | Other services | $92,501 |
| Brown, Yolande R | Employee (plan) | $90,905 |
| Fiduciary Counselors, Inc. | Investment advisory (plan) | $90,727 |
| Dynamo Software Inc. | Other services | $90,583 |
| Bailey, Larisa | Employee (plan) | $90,539 |
| Trumble, Kevin | Employee (plan) | $90,453 |
| Hunter, Joyce | Employee (plan) | $89,953 |
| Abebe, Rahel | Employee (plan) | $86,650 |
| Pouvaranukoah, Alyssa | Employee (plan) | $85,723 |
| Thomas, Tina | Employee (plan) | $85,443 |
| Mission Creek Capital Partners Inc | Investment management | $84,900 |
| Walker, Mikel | Employee (plan) | $84,272 |
| Boone, Almaz | Employee (plan) | $83,995 |
| Operating Engineers Local 501 Secur | Recordkeeping | $83,561 |
| Weinman, Judy | Employee (plan) | $81,799 |
| Phillips, Debra S. | Employee (plan) | $80,476 |
| Investment Metrics, Llc | Investment advisory (plan) | $79,639 |
| Sylver, Jazlynn R. | Employee (plan) | $79,255 |
| Hoy, Rachelle | Employee (plan) | $79,236 |
| Reinhart Boerner Van Deuren S.C. | Legal | $78,349 |
| Kebrab, Liya | Employee (plan) | $76,256 |
| Abebe, Esknder | Employee (plan) | $76,248 |
| Rhymes, Crystal | Employee (plan) | $75,882 |
| Vazquez, Lilian | Employee (plan) | $75,408 |
| Govconnection, Inc. | Other services | $74,785 |
| Ray, Travell D | Employee (plan) | $74,623 |
| Nesiama, Omayeli N. | Employee (plan) | $73,128 |
| Evans, Paul | Employee (plan) | $73,083 |
| Drumm, Sadie | Employee (plan) | $72,867 |
| Atkinson, Anthony | Employee (plan) | $71,231 |
| Cvs Caremark | Claims processing | $71,053 |
| Loureiro, Narda J | Employee (plan) | $69,568 |
| Hyland Software Inc. | Other services | $66,848 |
| Carter, Vanessa D | Employee (plan) | $66,490 |
| Zaghal, Diane | Employee (plan) | $66,114 |
| Iuoe Local 94 Health Benefit Trus | Recordkeeping | $63,863 |
| Curcio Webb | Investment advisory (plan) | $63,647 |
| Constellation Energy Generation Llc | Other services | $62,853 |
| Calliste, Cassidy | Employee (plan) | $62,782 |
| Hayford, Priscilla | Employee (plan) | $54,409 |
| Esentire Inc | Other services | $53,748 |
| Recovery Point Systems | Other services | $51,166 |
| Iuoe Local 181, 320, Tva H&W Trust | Recordkeeping | $49,983 |
| Curseen, Angela | Employee (plan) | $47,245 |
| Glass Lewis & Co Llc | Investment advisory (plan) | $44,482 |
| Grm | Other services | $44,249 |
| Baum, Sigman, Auerbach, Neuman, Ltd | Legal | $43,689 |
| Ringcentral Inc | Other services | $41,631 |
| Jackson, Tiara | Employee (plan) | $41,210 |
| The Supply Room | Other services | $40,891 |
| Upstate Ny Engineers Benefit Funds | Recordkeeping | $40,662 |
| Operating Engineers Local 965 H&W F | Accounting | $38,260 |
| Us Bank Equipment Finance | Other services | $34,923 |
| Evestment Alliance, Llc | Investment advisory (plan) | $33,417 |
| Zenith American Solutions | Recordkeeping | $31,506 |
| Thomson Reuters West | Other services | $29,882 |
| Trustwave | Other services | $28,793 |
| Solberg, Marvin | Employee (plan) | $28,075 |
| Operating Engin Welfare Fund Lu 99 | Insurance services | $25,004 |
| Atlantech Online, Inc. | Other services | $22,200 |
| American Window & Bldg Cleaning Inc | Other services | $20,988 |
| Dc Water & Sewer Authority | Other services | $20,114 |
| Apex | Investment advisory (plan) | $20,000 |
| Benesys | Recordkeeping | $19,768 |
| Preqin Limited | Investment advisory (plan) | $18,407 |
| Bloomberg Bna | Other services | $18,359 |
| Needles & Associates, Llc | Accounting | $17,128 |
| Rk Contractors Llc | Other services | $16,821 |
| Deska Service Llc | Other services | $16,129 |
| Madison Taylor Inc | Other services | $14,066 |
| Evolve Security, Llc | Other services | $13,990 |
| Bean Kinney & Korman Attorneys | Legal | $13,953 |
| Lexis Nexis | Other services | $13,886 |
| Fortra Llc | Other services | $13,358 |
| Vika Capitol Llc | Legal | $12,400 |
| Shamrock Solutions, Llc | Other services | $11,875 |
| Institutional Ltd Partners Assoc | Other services | $11,000 |
| Iuoe Local 98 Benefits Fund | Recordkeeping | $10,943 |
| Tyco Fire & Security Management Inc | Other services | $10,256 |
| E Plus Technology, Inc. | Other services | $9,973 |
| Conner & Winters, Llp | Legal | $9,638 |
| Activtrak | Other services | $9,517 |
| Benefits Management Group, Inc | Recordkeeping | $9,000 |
| Life Status 360, Llc | Other services | $8,550 |
| Autoscribe Corporation | Other services | $7,201 |
| Bredhoff & Kaiser Pllc | Legal | $6,669 |
| Atera | Other services | $6,449 |
| Bloomberg Index Services | Other services | $6,360 |
| Dc Web Designers, Inc. | Other services | $6,328 |
| Pension Benefit Information Llc | Other services | $6,301 |
| Audit Services, Inc. | Accounting | $6,200 |
| Blitman & King, Llp | Legal | $5,895 |
| Netwrix Corporation | Other services | $5,818 |
| Anchor Technologies Inc | Other services | $5,113 |