AUMdb

Ibew Local 716 Pension Plan

Sponsored by Board Of Trustees Of Ibew Local 716 Pension Plan · EIN 746174676 · Plan #001

Total assets
$221M
Net assets
$221M
Active participants
2,163
With balances
0

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Benefit Resources, Inc. Plan administrator, Direct payment from the plan $210,753
Hgk Trinity Investment management, Direct payment from the plan $204,197
Ullico Investment management, Direct payment from the plan $92,342
Loomis Investment management, Direct payment from the plan $72,004
Voya Investment management, Direct payment from the plan $68,685
The Segal Co Actuarial, Direct payment from the plan $67,548
Segal Marco Investment advisory (plan), Direct payment from the plan $65,000
Neca Se Recordkeeping, Direct payment from the plan $24,047
Pat Flynn Legal, Direct payment from the plan $22,827
Edwards And Leathers, P.C. Accounting, Direct payment from the plan $17,500