Brooks Memorial Hospital Union Employees' Pension Plan
Sponsored by Brooks Tlc Hospital System, Inc. · EIN 160743301 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 92
- 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 |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier | Investment advisory (plan) | $83,655 |
| Burke Group | Custodial (securities) | $57,944 |
| Usi Consulting Group | Actuarial, Consulting (pension) | $31,350 |
| Compass One | Custodial (other) | $6,354 |