Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund
Sponsored by Board Of Trustees, Ibew Local 445 Pension Fund · EIN 386142222 · Plan #001
- Total assets
- $33.8M
- Net assets
- $33.5M
- Active participants
- 249
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Edge Wealth Management, Llc CRD 142380 | fuzzy_auto · 94% | 2024 |
| Clearbridge Investments, Llc CRD 137028 | deterministic · 100% | 2024 |
| Cip Pe Advisors, Llc CRD 338119 | fuzzy_auto · 94% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Direct payment from the plan | $103,006 |
| Wilson Mcshane Corporation | Accounting, Claims processing, Contract administrator | $28,052 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $21,533 |
| Watkins Pawlick Calati & Priti Pc | Legal, Direct payment from the plan | $16,583 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $15,650 |
| The Brentwood Companies | Consulting (pension), Direct payment from the plan | $15,000 |
| Honsa Binder Printing Company | Copying and duplicating, Direct payment from the plan | $9,382 |
| Edge Asset Management | Investment management, Investment management fees (indirect) | $0 |
| Clearbridge Investments, Llc | Investment management, Investment management fees (indirect) | $0 |
| Martin Currie | Investment management, Investment management fees (indirect) | $0 |
| John Hancock | Investment management, Investment management fees (indirect) | $0 |
| Aristotle | Investment management, Investment management fees (indirect) | $0 |
| Cohen & Steers | Investment management, Investment management fees (indirect) | $0 |
| Cion Advisors | Investment management, Investment management fees (indirect) | $0 |
| Western Asset Management | Investment management, Investment management fees (indirect) | $0 |
| Kayne Anderson Rudnick Investment | Investment management, Investment management fees (indirect) | $0 |