Wa State Plumbing And Pipefitting Industry Pension Plan
Sponsored by Bot, Wa State Plumbing And Pipefitting Industry Pension Plan · EIN 916029141 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 5,015
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Pnc Capital Advisors Llc CRD 151829 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $1,144,643 |
| Zenith American Solutions, Inc | Recordkeeping, Other services, Direct payment from the plan | $832,271 |
| Loomis Sayles | Investment management, Investment management fees (direct), Soft dollars commissions | $764,973 |
| Quest Investment Management Inc. | Soft dollars commissions, Investment management fees (direct), Investment management | $400,971 |
| Pnc Capital Advisors | Investment management, Investment management fees (direct) | $314,943 |
| J.P. Morgan Investment Management | Investment management fees (direct), Investment management, Investment advisory (plan) | $292,489 |
| The Union Labor Life Insurance Co | Insurance brokerage commissions, Investment management fees (direct), Investment management | $290,414 |
| Us Bank N.A. | Custodial (securities), Direct payment from the plan | $275,216 |
| Milliman | Participant communication, Direct payment from the plan, Actuarial | $255,490 |
| Verus | Investment advisory (plan), Direct payment from the plan | $161,667 |
| Panagora Asset Management | Soft dollars commissions, Investment management fees (direct), Investment management | $137,148 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $51,860 |
| Anastasi Moore & Martin, Pllc | Accounting, Direct payment from the plan | $40,794 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $40,395 |
| Barlow & Coughran, P.S. | Legal, Direct payment from the plan | $39,108 |
| Invesco Trust Company | Investment management, Investment management fees (direct) | $26,552 |
| Wells Fargo | Other services, Direct payment from the plan | $24,430 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $17,937 |
| Service Printing Co | Copying and duplicating, Direct payment from the plan | $11,275 |
| Iron Mountain | Direct payment from the plan, Other services, Copying and duplicating | $8,642 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |