Amalgamated Transit Union Pension Plan For International Officers And Employees
Sponsored by Amalgamated Transit Union · EIN 536014540 · Plan #001 · Silver Spring, MD
- Total assets
- $90.9M
- Net assets
- $90.9M
- Active participants
- 73
- 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 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron | Actuarial | $43,291 |
| Slevin And Hart | Legal | $29,910 |
| Morgan Stanley | Investment advisory (plan) | $27,500 |
| Gallagher Fiduciary Advisors | Investment advisory (plan) | $22,000 |
| Calibre Cpa Group Pllc | Accounting | $17,500 |
| Western Asset Management Company | Investment management | $11,895 |
| Amalgamated Bank | Custodial (securities), Investment management | $9,310 |