AUMdb

Assurant Pension Plan

Sponsored by Assurant, Inc. · EIN 391126612 · Plan #001

Total assets
$676M
Net assets
$597M
Active participants
2,811
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
Magnitude Capital, Llc CRD 137486 deterministic · 100% 2024
Pacific Investment Management Company Llc CRD 104559 fuzzy_auto · 97% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mercer Actuarial, Consulting (pension), Participant communication $833,378
Magnitude Capital, Llc Investment management, Direct payment from the plan, Investment management fees (direct) $791,690
Pacific Investment Mngmt Co Llc Investment management, Direct payment from the plan, Investment management fees (direct) $662,680
Jpmorgan Chase Bank Investment management, Direct payment from the plan, Investment management fees (direct) $621,445
Northern Trust Company Trustee (directed), Investment management, Float revenue $137,443
Telus Health (Us) Ltd. Consulting (general) $107,067
Nepc, Llc Investment advisory (plan) $105,846