Union Carbide Employees' Pension Plan
Sponsored by Union Carbide Corporation C/O The Dow Chemical Company · EIN 131421730 · Plan #001
- Total assets
- $2.2B
- Net assets
- $2.1B
- Active participants
- 677
- 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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 99% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Plan administrator, Consulting (pension) | $2,777,298 |
| The Northern Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $1,402,075 |
| Prudential Insurance Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,315,424 |
| Jennison Associates Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $939,901 |
| Western Asset Management Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $397,954 |
| Neuberger Berman Investment Adviser | Investment management, Direct payment from the plan, Investment management fees (direct) | $356,537 |
| Covington & Burling, Llp | Legal, Direct payment from the plan | $238,695 |
| Nisa Investment Advisors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $163,648 |
| Adenza, Inc. | Consulting (general), Other services, Direct payment from the plan | $152,906 |
| The Dow Chemical Company | Plan administrator, Direct payment from the plan | $138,718 |
| Bloomberg Finance L.P. | Valuation, Direct payment from the plan, Other fees | $137,330 |
| J.P. Morgan Investment Management | Investment advisory (plan), Investment management, Direct payment from the plan | $126,971 |
| Burgiss Group Llc | Investment advisory (plan), Direct payment from the plan | $101,407 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $93,044 |
| Alphaengine Global Investment | Investment management, Direct payment from the plan, Investment management fees (direct) | $73,041 |
| Goldman Sachs Asset Management Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $63,611 |
| R.R. Donnelley And Sons Company | Direct payment from the plan, Other fees | $62,919 |
| Mcube Investment Technologies Llc | Recordkeeping, Investment management fees (direct) | $25,996 |
| Insight North America Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $16,108 |
| Tradeweb Llc | Direct payment from the plan, Securities brokerage commissions | $14,750 |
| Evestment Alliance Llc | Other services, Direct payment from the plan | $14,307 |
| Graphic Sciences, Inc | Direct payment from the plan, Other fees | $10,050 |
| Markit North America | Direct payment from the plan, Other fees | $5,115 |