Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan
Sponsored by B Of T Ibew Local 640 & Az Chapter Neca Db Pension Plan · EIN 860323980 · Plan #001 · Phoenix, AZ
- Total assets
- $229M
- Net assets
- $228M
- Active participants
- 2,690
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Audax | Investment management fees (direct) | $212,539 |
| Allan Biller | Investment advisory (plan) | $191,578 |
| Zenith Administrative Services | Contract administrator | $181,305 |
| National Real Estate Advisors | Investment management fees (direct) | $132,741 |
| Ullico | Investment management fees (direct) | $108,147 |
| Wllington Trust Co | Investment management fees (indirect) | $105,081 |
| The Segal Co | Actuarial | $93,866 |
| Arrowstreet Capital | Investment management fees (direct) | $67,911 |
| Jp Morgan Asset Management | Investment management fees (indirect) | $62,914 |
| Asb Capital Management | Investment management fees (direct) | $62,816 |
| Necastar | Contract administrator | $51,600 |
| William Blair | Investment management fees (indirect) | $37,626 |
| Neuberger Berman | Investment management fees (indirect) | $36,339 |
| Baldwin Moffitt Behm Llp | Accounting | $33,392 |
| Lsv Asset Management | Investment management fees (indirect) | $32,845 |
| Segal Select Insurance | Insurance brokerage commissions | $31,125 |
| Kelley Law Group | Legal | $29,350 |
| International Printing | Copying and duplicating | $28,919 |
| Camden Asset Management | Investment management fees (indirect) | $25,557 |
| Pnc Bank | Custodial (securities) | $21,472 |