Pension Trust Fund For Operating Engineers
Sponsored by Board Of Trustees, Pension Trust Fund For Operating · EIN 946090764 · Plan #001
- Total assets
- $5.4B
- Net assets
- $5.4B
- Active participants
- 20,793
- 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 |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 94% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $4,539,861 |
| Washington Capital Management Inc. | Investment management, Investment management fees (direct) | $2,203,301 |
| Multi Plan Services Agency, Inc | Accounting, Contract administrator, Recordkeeping | $1,885,524 |
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct) | $1,049,505 |
| J.P. Morgan Investment Management | Investment management, Investment management fees (direct) | $890,911 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $870,629 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $606,603 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct) | $540,499 |
| Asb Capital Mgmt | Investment management, Investment management fees (direct) | $536,563 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $449,210 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $381,642 |
| Mcmorgan & Company Llc | Investment management | $321,212 |
| Income Research And Mgmt | Investment management, Investment management fees (direct) | $293,940 |
| Pnc Bank | Custodial (securities), Direct payment from the plan | $143,394 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $119,640 |
| Engineers Publishing | Copying and duplicating, Direct payment from the plan | $50,095 |
| Mailrite Print & Mail, Inc | Copying and duplicating, Direct payment from the plan | $35,388 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $10,665 |
| Stephen Horn Insurance Svcs | Insurance agents and brokers, Insurance brokerage commissions | $0 |