AUMdb

Laborers' Pension Fund Of Local Union No. 186

Sponsored by Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186 · EIN 146048883 · Plan #001

Total assets
$46.2M
Net assets
$46.0M
Active participants
22
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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Insight North America Llc CRD 145995 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zenith American Solutions Plan administrator, Direct payment from the plan $54,225
Morgan Stanley Smith Barney Llc Investment advisory (plan), Direct payment from the plan $45,592
Schultheis & Panettieri, Llp Accounting, Direct payment from the plan $45,000
Insight Investment Investment management, Investment management fees (direct) $44,379
Slevin & Hart Pc Legal, Direct payment from the plan $38,872
Bolton Partners Northeast, Inc Actuarial, Direct payment from the plan $37,846