Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund
Sponsored by International Brotherhood Of Electrical Workers' Pension Benefit Fund · EIN 530088380 · Plan #001
- Total assets
- $2.8B
- Net assets
- $2.7B
- Active participants
- 472,935
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | deterministic · 100% | 2024 |
| Cs Capital Management Inc CRD 106492 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Payden & Rygel CRD 107160 | fuzzy_auto · 96% | 2024 |
| Intech Investment Management Llc CRD 119232 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.B.E.W. | Plan administrator | $3,100,000 |
| The Bank Of New York Mellon | Custodial (securities) | $1,708,178 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $1,652,020 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $1,119,403 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $1,023,912 |
| Potts Dupre, Hawkins & Kramer, Chtd | Legal, Direct payment from the plan | $617,135 |
| Western Asset Management | Investment management, Investment management fees (direct) | $457,074 |
| Lord, Abbett & Co. Llc | Investment management, Investment management fees (direct) | $347,758 |
| Barrow Hanley Global Investors | Investment management, Investment management fees (direct) | $235,257 |
| Pyramis/Fidelity Asset Management | Investment management, Investment management fees (direct) | $209,183 |
| Cs Capital Management, Inc. | Investment advisory (plan), Direct payment from the plan | $138,634 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $116,700 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan, Consulting (pension) | $81,220 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $79,310 |
| Parametric Group | Investment management, Investment management fees (direct) | $60,950 |
| Payden & Rygel | Investment management, Investment management fees (direct) | $60,668 |
| Jarislowsky, Fraser Limited | Investment management, Investment management fees (direct) | $49,400 |
| Intech Investment Management Llc | Investment management, Investment management fees (direct) | $6,908 |