The General Pension Plan Of The International Union Of Operating Engineers
Sponsored by Pension Bd Of The General Pension Plan Of The Int'l Union Of Operating · EIN 526124299 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,198
- 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 |
|---|---|---|
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fuller And Thaler | Investment management fees (direct), Soft dollars commissions, Investment management | $722,402 |
| T. Rowe Price Associates, Inc. | Investment management fees (direct), Investment management, Soft dollars commissions | $483,884 |
| Christopher Hanley | Employee (plan) | $342,840 |
| State Street Global Advisors | Investment management fees (direct) | $215,138 |
| The Segal Company | Actuarial, Consulting (general), Consulting (pension) | $212,640 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $187,407 |
| Corinne Koch | Employee (plan) | $181,040 |
| Intl Union Of Operating Engineers | Legal, Other fees | $161,597 |
| Reams Asset Management | Investment management | $149,489 |
| Carol Skopp | Employee (plan) | $135,194 |
| Prudential Insurance Company | Investment management, Investment management fees (indirect) | $121,509 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general), Consulting (pension) | $120,000 |
| Calibre Cpa Group Pllc | Accounting | $114,110 |
| O'donoghue & O'donoghue | Legal | $90,860 |
| Shipshape It | Consulting (general), Consulting fees | $64,871 |
| State Street Bank & Trust Company | Custodial (securities), Other fees | $63,625 |
| Insight Systems Corporation | Recordkeeping, Consulting (general) | $44,595 |
| Mount Vernon Printing Company | Other services | $36,786 |
| Emily Bradford Benesh | Employee (plan) | $36,202 |
| Bank Of America | Other services | $25,687 |
| Kelly Press, Inc. | Copying and duplicating | $18,090 |
| Rain Networks | Other services | $14,963 |
| Cathedral Corporation | Other services | $7,445 |
| Konica Minolta | Other services | $6,131 |
| Meditology Services | Consulting (general) | $5,475 |
| Pension Benefit Information | Other services, Direct payment from the plan | $5,467 |
| Ifm Investors Pty Ltd | Investment management, Foreign entity, Investment management fees (indirect) | $0 |