AUMdb

Pipe Trades Services Mn Pension Supplement Fund

Sponsored by Board Of Trustees Of The Pipe Trades Services Mn Pension Supplement Tr · EIN 411539354 · Plan #002

Total assets
$1.8B
Net assets
$1.8B
Active participants
5,912
With balances
9,838

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Intercontinental Real Estate Corporation CRD 112332 deterministic · 100% 2024
Francis Llc CRD 130687 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pipe Trades Services Mn, Inc. Plan administrator, Direct payment from the plan $659,996
Milliman, Inc. Actuarial, Consulting (general), Direct payment from the plan $587,266
Intercontinental Real Estate Corp Investment management, Direct payment from the plan, Investment management fees (direct) $256,928
Francis Llc Investment management, Direct payment from the plan, Investment management fees (direct) $217,280
Matrix Trust Company Trustee (institutional), Trustee (directed), Insurance brokerage commissions $173,121
Taft Stettinius & Hollister Llp Legal, Direct payment from the plan $120,566
Plante & Moran Pllc Accounting, Direct payment from the plan $60,500
Honsa Binder Printing, Inc. Copying and duplicating, Direct payment from the plan $6,160