Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity
Sponsored by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan · EIN 866089862 · Plan #002 · Phoenix, AZ
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 1,470
- With balances
- 1,470
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Ubs Financial Service | Insurance agents and brokers, Custodial (securities) | $120,290 |
| Wellesley | Investment management fees (direct) | $42,389 |
| Southwest Service Administrators | Contract administrator | $35,638 |
| Baldwin Moffitt Behm Llp | Accounting | $23,202 |
| Wcm | Investment management fees (direct) | $17,220 |
| Kelley Law Group | Legal | $16,315 |
| Segal Select Insurance | Insurance brokerage commissions | $6,446 |