Local 580 Pension Fund
Sponsored by Board Of Trustees Local 580 Pension Fund · EIN 136178514 · Plan #001
- Total assets
- $953M
- Net assets
- $927M
- Active participants
- 1,429
- 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 |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $501,727 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct) | $345,482 |
| Atalanta Sosnoff Capital Llc | Investment management, Investment management fees (direct) | $219,531 |
| Manning And Napier Advisor Llc | Investment management, Investment management fees (direct) | $203,759 |
| Jp Morgan Investment Mgmt Inc | Investment management, Investment management fees (direct) | $166,378 |
| Lord Abbett & Co Llc | Investment management, Investment management fees (direct) | $163,666 |
| Joint Managed Services Associates | Plan administrator, Direct payment from the plan | $104,957 |
| Causeway Capital Management Llc | Investment management, Investment management fees (direct) | $104,061 |
| Colleran O'hara & Mills | Legal, Direct payment from the plan | $100,020 |
| The Segal Company | Actuarial, Direct payment from the plan | $95,998 |
| Weaver C Barksdale & Assoc. Inc | Investment management, Investment management fees (direct) | $86,722 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $86,020 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan | $84,205 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $78,250 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $60,643 |
| Steven N Davi Pllc | Legal, Direct payment from the plan | $56,506 |
| Gallagher Fiduciary Advisors Llc | Consulting (pension), Direct payment from the plan | $12,000 |
| Labor Benefits Llc | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |