Cleveland Bakers And Teamsters Pension Fund
Sponsored by Joint Bot Cleveland Bakers And Teamsters Pension Fund · EIN 340904419 · Plan #001
- Total assets
- $350M
- Net assets
- $350M
- Active participants
- 2,011
- 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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Twin Capital Management Inc CRD 104748 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Sterling Capital Management Inc CRD 106822 | 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 |
|---|---|---|
| Segal Company | Actuarial, Direct payment from the plan | $482,145 |
| Bny Mellon Investment Man. Cayman L | Investment management, Direct payment from the plan | $294,517 |
| Faulkner, Hoffman & Phillips | Legal, Direct payment from the plan | $186,758 |
| Blackstone Inc. | Investment management, Direct payment from the plan | $180,100 |
| Gallagher Fiduciary Advisors | Investment management, Direct payment from the plan | $160,958 |
| Valerie Nichols | Employee (plan), Direct payment from the plan | $142,569 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $125,758 |
| Bny Mellon Asset Services | Custodial (securities), Direct payment from the plan | $121,344 |
| Gina Swor | Employee (plan), Direct payment from the plan | $102,410 |
| Baird Investment Management | Investment management, Direct payment from the plan | $100,984 |
| William Farrer | Employee (plan), Direct payment from the plan | $97,831 |
| Twin Capital Management | Investment management, Direct payment from the plan | $88,683 |
| Everett Mcdaries | Employee (plan), Direct payment from the plan | $79,175 |
| Todd Associates, Inc. | Insurance agents and brokers, Direct payment from the plan | $76,527 |
| Lee Mullenix | Employee (plan), Direct payment from the plan | $72,747 |
| Lsv Asset Management | Investment management, Direct payment from the plan | $61,267 |
| Sarah Ramsey | Employee (plan), Direct payment from the plan | $51,065 |
| Nicole Valence | Employee (plan), Direct payment from the plan | $50,461 |
| Malinda Simon | Employee (plan), Direct payment from the plan | $49,732 |
| Carl Pecoraro | Employee (plan), Direct payment from the plan | $46,975 |
| Sterling Capital Management | Investment management, Direct payment from the plan | $39,073 |
| Morelandconnect | Other services, Direct payment from the plan | $29,995 |
| Western Asset Management | Investment management, Direct payment from the plan | $25,433 |
| Acuity | Insurance agents and brokers, Direct payment from the plan | $20,425 |
| Blackrock | Investment management, Direct payment from the plan | $10,321 |
| Cincinnati Insurance Co. | Other services, Direct payment from the plan | $7,844 |