Laborers Local 231 Pension Plan
Sponsored by Board Of Trustees Laborers Local 231 Pension Fund · EIN 376040563 · Plan #001 · Pekin, IL
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 462
- 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 |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segall, Bryant, & Hamill, Llc | Investment management, Investment management fees (direct), Other commissions | $126,227 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $85,575 |
| National Inv Services Of America | Investment management, Investment management fees (direct) | $65,396 |
| Systematic Financial | Investment management, Investment management fees (direct), Soft dollars commissions | $48,903 |
| Chevy Chase Trust Company | Investment management fees (direct), Investment management | $45,440 |
| Segal Company (Midwest) Inc | Actuarial, Direct payment from the plan | $36,535 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $35,678 |
| Cavanagh & Ohara Llp | Legal, Direct payment from the plan | $29,533 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $29,063 |
| Bridgeway Benefit Technologies Llc | Direct payment from the plan, Other services | $24,000 |
| Commerce Trust Company | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $22,617 |
| Mr. Microchip | Direct payment from the plan, Other services | $11,275 |