AUMdb

Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan

Sponsored by Michigan Upper Peninsula Ibew · EIN 363020872 · Plan #001

Total assets
$103M
Net assets
$103M
Active participants
281
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
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Michigan U.P. Ibew Pension Plan Llc Accounting, Claims processing, Contract administrator $162,000
Reinhart Boerner Van Deuren S.C. Legal, Direct payment from the plan $52,166
First Bank Custodial (securities), Investment management fees (direct) $42,306
Mariner Institutional Investment advisory (plan), Direct payment from the plan $40,000
United Actuarial Servcies Actuarial, Direct payment from the plan $25,633
Benda, Grace, Stulz & Company, P.C. Accounting, Direct payment from the plan $16,200
Anderson, Tackman & Company, Plc Accounting, Direct payment from the plan $9,250