Boilermakers National Annuity Trust
Sponsored by Board Of Trustees Boilermakers National Annuity · EIN 481029345 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 27,657
- With balances
- 29,668
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| Pgim Quantitative Solutions Llc CRD 129752 | deterministic · 100% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Plan administrator, Direct payment from the plan | $1,110,542 |
| Bank Of Labor | Direct payment from the plan, Custodial (securities), Investment management | $1,034,144 |
| Jpmorgan Chase Bank, National Assoc | Trustee (discretionary), Investment advisory (plan), Investment management | $544,197 |
| Pgim Retirement Real Estate Fund Ii | Recordkeeping, Direct payment from the plan, Investment management | $412,297 |
| Principal Global Investors | Investment management, Soft dollars commissions, Investment management fees (direct) | $382,172 |
| Callan & Associates, Inc. | Consulting (pension), Direct payment from the plan | $345,000 |
| Reinhart Boerner Van Deuren, S.C. | Legal, Direct payment from the plan | $343,699 |
| Mcmorgan & Co. | Investment management fees (direct), Investment management | $337,026 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $311,068 |
| Ts&W | Trustee (institutional), Investment management, Investment management fees (direct) | $304,918 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Investment management fees (direct) | $295,663 |
| Blackrock Institutional Trust Compa | Investment management, Investment management fees (direct), Trustee (institutional) | $276,475 |
| Mario Rodriguez | Employee (plan), Direct payment from the plan | $252,667 |
| Christine King | Employee (plan), Direct payment from the plan | $231,430 |
| Pgim Quantitative Solutions Llc | Investment management, Investment management fees (direct) | $150,832 |
| Laura Phelps | Employee (plan), Direct payment from the plan | $119,293 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $107,192 |
| Segal Bryant And Hamill | Investment advisory (plan), Investment management, Investment management fees (direct) | $93,690 |
| Cynthia A Dekeyser | Employee (plan), Direct payment from the plan | $92,663 |
| Margaret L Shriver | Employee (plan), Direct payment from the plan | $81,813 |
| The Segal Company | Actuarial, Direct payment from the plan, Consulting (general) | $77,584 |
| Parametric Clifton | Investment advisory (plan), Investment management fees (direct) | $75,000 |
| Brenda Baker | Employee (plan), Direct payment from the plan | $73,379 |
| Kathy James | Employee (plan), Direct payment from the plan | $66,543 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $63,578 |
| Andrea Gabaldon | Employee (plan), Direct payment from the plan | $55,661 |
| Ambassador Building Llc | Other services, Direct payment from the plan | $43,627 |
| Steve Orozco | Employee (plan), Direct payment from the plan | $40,488 |
| James Charles Matthew | Consulting (general), Direct payment from the plan | $38,504 |
| State Street Global Advisors | Custodial (securities), Investment management, Investment management fees (direct) | $27,991 |
| Passageways Inc | Other services, Direct payment from the plan | $13,982 |
| Convergeone, Inc | Other services, Direct payment from the plan | $12,795 |
| Lumen | Other services, Direct payment from the plan | $11,499 |
| Chevy Chase Trust Company | Custodial (securities), Direct payment from the plan, Trustee (institutional) | $11,024 |
| Jeffery Hines | Trustee (individual), Named fiduciary, Direct payment from the plan | $6,180 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |