Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan
Sponsored by Board Of Trustees, United Association Union Local No. · EIN 936021114 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 3,642
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management fees (direct) | $1,079,807 |
| Voya Investment Management | Investment management fees (direct) | $556,884 |
| Zenith American Solutions | Contract administrator, Recordkeeping, Copying and duplicating | $546,393 |
| Newton Investment Management Llc | Investment management fees (direct), Investment management fees (indirect) | $495,423 |
| Intech Investment Management Llc | Investment management fees (direct) | $351,692 |
| Us Bank | Custodial (securities), Other services, Direct payment from the plan | $214,888 |
| Mesirow Financial | Investment management | $211,361 |
| Western Asset Management Co, Llc | Investment management fees (direct) | $198,980 |
| Dimensional Fund Advisors | Investment management fees (direct) | $189,264 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $163,250 |
| Panagora Asset Management, Inc. | Investment management fees (direct), Investment management fees (indirect) | $153,920 |
| Verus Advisory, Inc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $129,470 |
| Nuwest Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $117,541 |
| Loomis, Sayles & Company, L.P. | Investment management fees (direct) | $80,205 |
| Loomis, Sayles & Company Lp | Investment management fees (direct) | $80,205 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $56,994 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $49,100 |