Shelter Insurance Employees Retirement Plan
Sponsored by Shelter Mutual Insurance Company · EIN 430613000 · Plan #002
- Total assets
- $596M
- Net assets
- $596M
- Active participants
- 1,459
- 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 |
|---|---|---|
| Apax Partners Us, Llc CRD 157110 | fuzzy_auto · 96% | 2024 |
| Bai Capital Management Limited CRD 312869 | fuzzy_auto · 96% | 2024 |
| Shenkman Capital Management, Inc. CRD 112192 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oak Tree | Investment advisory (plan) | $1,281,519 |
| Apax Partners | Investment management | $1,004,658 |
| Baird Capital | Investment management | $495,283 |
| Pinebridge Limited Partnership | Investment advisory (plan) | $483,152 |
| Jp Morgan Chase Bank | Investment management | $220,802 |
| Hancock Co Investment Partners L.P. | Investment management | $181,986 |
| Brep 10 | Investment management | $166,959 |
| Brep 9 | Investment management | $124,323 |
| Ag Abc Structured Note Lp | Investment advisory (plan) | $25,755 |
| Gs Inv Partners | Investment management | $21,681 |
| Shenkman Capital Management, Inc. | Investment advisory (plan) | $21,600 |
| Broad Street | Investment management | $2,678 |