Masters, Mates & Pilots Pension Plan
Sponsored by Board Of Trustees Of Masters, Mates & Pilots Pension Plan · EIN 136372630 · Plan #001
- Total assets
- $328M
- Net assets
- $328M
- Active participants
- 644
- 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Institutional Llc | Investment advisory (plan), Direct payment from the plan | $275,000 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $271,270 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $136,723 |
| Slevin & Hart | Legal, Direct payment from the plan, Non-monetary compensation | $132,826 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $52,284 |
| Northen Trust Asset Management | Investment management, Direct payment from the plan | $47,862 |
| Gorfine Schiller & Gardyn Pa | Accounting, Direct payment from the plan | $45,000 |
| Iomm&P | Plan administrator, Other services, Direct payment from the plan | $42,446 |
| The Northern Trust Company | Custodial (securities), Direct payment from the plan | $42,184 |
| Patrick Mccullough | Employee (plan sponsor), Direct payment from the plan | $28,779 |
| Kenneth Ryan | Employee (plan sponsor), Direct payment from the plan | $23,192 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Michael Mccullough | Employee (plan sponsor), Direct payment from the plan | $17,519 |
| Joseph Giusto | Employee (plan sponsor), Direct payment from the plan | $14,498 |
| David Romano | Employee (plan sponsor), Direct payment from the plan | $13,978 |
| Paula Phillips | Employee (plan sponsor), Direct payment from the plan | $13,582 |
| Shawna Thornton | Employee (plan sponsor), Direct payment from the plan | $13,107 |
| Ann Mccullough | Employee (plan sponsor), Direct payment from the plan | $12,127 |
| Debra Cavey | Employee (plan sponsor), Direct payment from the plan | $10,773 |
| Marcia Fawthrop | Employee (plan sponsor), Direct payment from the plan | $10,459 |
| Alfred Manzo | Employee (plan sponsor), Direct payment from the plan | $9,970 |
| Jessica Chadwell | Employee (plan sponsor), Direct payment from the plan | $9,322 |
| Jack Finz | Consulting (general), Direct payment from the plan | $8,926 |
| Alice Andrzejewski | Employee (plan sponsor), Direct payment from the plan | $8,799 |
| Denise Romano | Employee (plan sponsor), Direct payment from the plan | $8,463 |
| Mary Jurney | Employee (plan sponsor), Direct payment from the plan | $7,539 |
| Diane Fitzberger | Employee (plan sponsor), Direct payment from the plan | $7,474 |
| Romney Pattison | Employee (plan sponsor), Direct payment from the plan | $7,392 |
| Sydnie Bossom | Employee (plan sponsor), Direct payment from the plan | $7,354 |
| Cynthia Lamartina | Employee (plan sponsor), Direct payment from the plan | $7,049 |
| Russ Balzarini | Employee (plan sponsor), Direct payment from the plan | $7,039 |
| Mayra Robles | Employee (plan sponsor), Direct payment from the plan | $6,878 |
| Kathryne Mcgee | Employee (plan sponsor), Direct payment from the plan | $6,868 |
| Jean Adams Mencik | Employee (plan sponsor), Direct payment from the plan | $6,739 |
| Sean Mead | Employee (plan sponsor), Direct payment from the plan | $6,587 |
| Vera Brennan | Employee (plan sponsor), Direct payment from the plan | $6,554 |
| Bicc | Recordkeeping, Direct payment from the plan | $6,178 |
| Lisa Lindauer | Employee (plan sponsor), Direct payment from the plan | $6,031 |
| Madeline Petrelli | Employee (plan sponsor), Direct payment from the plan | $5,968 |
| Jennifer Kellner | Employee (plan sponsor), Direct payment from the plan | $5,935 |
| Catherine Geoghegan | Employee (plan sponsor), Direct payment from the plan | $5,421 |
| Terrence Showers | Employee (plan sponsor), Direct payment from the plan | $5,382 |
| Elizabeth Gary | Employee (plan sponsor), Direct payment from the plan | $5,299 |
| Ifm Investors Pty Ltd. | Investment management, Foreign entity, Investment management fees (indirect) | $0 |