International Brotherhood Of Teamsters Union Local 710 Pension Fund
Sponsored by Trustees Of I.B. Of T. Union Local 710 Pension Fund · EIN 362377656 · Plan #001
- Total assets
- $4.5B
- Net assets
- $4.4B
- Active participants
- 7,676
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors, Inc | Investment management fees (direct) | $2,268,569 |
| Kayne Anderson Ruddick | Investment management, Investment management fees (direct) | $1,389,581 |
| Hgk Trinity Street | Investment management fees (direct) | $1,168,004 |
| Mesirow Financial | Investment management, Investment management fees (direct) | $1,126,156 |
| Harding Loevner Lp | Investment management, Investment management fees (direct) | $1,049,696 |
| Lsv Asset Management | Investment management | $824,314 |
| Systematic Financial Mgmt, Lp | Investment management fees (indirect) | $822,313 |
| Blackstone Infrastructure Advisors | Investment management fees (direct) | $652,555 |
| Newton Investment Management | Investment management | $584,663 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $529,446 |
| Loomis Sayles | Investment management fees (direct) | $509,453 |
| Deprince, Race & Zollo Inc | Investment management fees (direct) | $472,854 |
| National Investment Services Inc | Investment management | $430,384 |
| Manulife Asset Mgmt Tst Co Llc | Investment management fees (direct) | $354,101 |
| Segal Marco Advisors | Investment advisory (plan) | $351,268 |
| Lazard Asset Management, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $315,155 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Float revenue | $262,770 |
| Macquarie Investment Advisers | Investment management fees (direct) | $234,730 |
| Fidelity Instl Asset Mgmt Trust | Investment management fees (direct) | $213,523 |
| Willig Williams & Davidson | Legal | $204,353 |
| United Actuarial Services Inc | Actuarial, Consulting (pension) | $173,643 |
| Bridgeway Benefit Technologies | Other fees | $172,791 |
| Wotring Law Llc | Legal | $139,183 |
| Mellon Capital Management Corp | Investment management | $117,638 |
| Calibre Cpa Group, Pllc | Accounting | $108,162 |
| Michael O'malley | Plan administrator, Employee (plan) | $94,539 |
| Dawn Babuskow | Employee (plan) | $90,111 |
| Sdp Professional Services Llc | Trustee (directed) | $88,538 |
| Allied Universal Janitorial Service | Other services | $81,268 |
| Lisa Ozminkowski | Employee (plan) | $79,344 |
| Jamie Blackmore | Employee (plan) | $79,281 |
| Maureen Steffenhagen | Employee (plan) | $52,311 |
| Bank Of America | Recordkeeping fees, Account maintenance fees | $49,454 |
| Lasalle Consulting Partners, Inc. | Consulting (general) | $42,075 |
| Marquette Associates | Investment management | $42,000 |
| Sara Power | Employee (plan) | $40,342 |
| Joyce A. Camarillo | Employee (plan) | $40,160 |
| Vivian Janeczko | Employee (plan) | $39,701 |
| Sommers And Fahrenbach, Inc | Copying and duplicating | $36,374 |
| Wingren Landscape | Other services | $28,319 |
| Avison Young | Other services | $26,103 |
| Emcor Services Team | Other services | $25,677 |
| Jody Connolly | Employee (plan) | $25,098 |
| State Street Global Advisors | Investment management fees (direct), Custodial (securities) | $24,488 |
| Security Unlimited, Inc. | Other services | $15,208 |
| Daniel Hoyer, Llc | Trustee (directed) | $13,991 |
| Artic Snow & Ice Control, Inc. | Other services | $13,127 |
| Rose Paving Company, Llc | Other services | $12,708 |
| Datamation Imaging Services | Copying and duplicating | $12,455 |
| Clarion Construction, Inc | Other services | $9,240 |
| Gary Caldwell | Trustee (directed) | $7,946 |
| Homewood Disposal Service, Inc | Other services | $6,208 |
| Reliable Fire & Security | Other services | $5,699 |
| Taylor Plumbing, Inc | Other services | $5,504 |
| Fabricant & Fabricant | Insurance agents and brokers | $0 |