I. B. E. W. Local 25 Pension Fund
Sponsored by Board Of Trustees I.B.E.W. Local 25 Pension Fund · EIN 116038558 · Plan #001
- Total assets
- $324M
- Net assets
- $324M
- Active participants
- 1,431
- 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 |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prudential Insurance Co. Of America | Contract administrator, Investment management, Investment management fees (direct) | $148,575 |
| Panagora Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $126,795 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Investment management fees (direct) | $112,849 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $75,721 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $69,138 |
| Loomis Sayles Trust Company, Llc | Investment management, Investment management fees (direct) | $67,653 |
| Ullico Investment Advisors Llc | Investment management, Investment management fees (direct) | $59,437 |
| Cbiz Retirement Plan Services | Actuarial, Direct payment from the plan | $57,000 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $50,100 |
| Archer, Byington, Glennon & Levine | Legal, Direct payment from the plan | $25,850 |
| Berard & Associates, Cpa's Pc | Accounting, Direct payment from the plan | $5,400 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |