National Electrical Benefit Fund
Sponsored by Trustees Of The National Electrical Benefit Fund · EIN 530181657 · Plan #001
- Total assets
- $20.4B
- Net assets
- $19.3B
- Active participants
- 343,794
- 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 |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Rbc Global Asset Management (U.S.) Inc. CRD 107173 | fuzzy_auto · 96% | 2024 |
| Rcp Advisors 2, Llc CRD 289963 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 95% | 2024 |
| James Capital Management Llc CRD 159484 | fuzzy_auto · 96% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Cs Capital Management Inc CRD 106492 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $20,698,107 |
| Buch Construction, Inc. | Other services | $3,655,534 |
| Rbc Global Asset Management | Investment management | $3,639,541 |
| Rcp Advisors 2,Llc | Investment management, Investment management fees (direct) | $2,774,778 |
| Payden & Rygel | Investment management fees (direct) | $2,753,191 |
| Loomis Sayles & Company Lp | Investment management fees (direct), Investment management, Soft dollars commissions | $2,698,959 |
| Xperis It Company | Consulting (general), Direct payment from the plan, Other services | $2,495,255 |
| Investment Staff | Direct payment from the plan, Employee (plan) | $2,302,585 |
| Mellon Investments Corporation | Investment management, Soft dollars commissions, Investment management fees (direct) | $2,289,878 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $1,910,445 |
| Crescent Capital Group | Investment management fees (direct), Investment management | $1,746,567 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $1,717,341 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $1,599,435 |
| Times Square Capital Management | Investment management, Investment management fees (direct) | $1,577,008 |
| Janus Capital Management Llc | Investment management, Soft dollars commissions, Investment management fees (direct) | $1,332,360 |
| Potts Dupre, Hawkins & Kramer | Direct payment from the plan, Legal | $1,321,150 |
| Bank Of New York Mellon | Custodial (securities), Other investment fees and expenses, Float revenue | $1,301,587 |
| Administrative Staff | Employee (plan) | $1,239,974 |
| Lazard Asset Management Llc | Investment management, Soft dollars commissions, Investment management fees (direct) | $1,173,040 |
| Barrow, Hanley | Investment management, Investment management fees (direct), Soft dollars commissions | $1,113,418 |
| Lord Abbett & Co | Investment management, Investment management fees (direct) | $715,770 |
| Cs Capital Management Inc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $606,819 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $398,908 |
| Withum Smith & Brown, Pc | Direct payment from the plan, Accounting | $286,685 |
| Starquest Technologies Inc | Consulting (general), Direct payment from the plan | $261,670 |
| Principal Global Investors | Investment management, Soft dollars commissions | $254,687 |
| Protek Consulting Llc | Consulting (general), Direct payment from the plan | $254,140 |
| Blackrock Financial Mgt | Direct payment from the plan, Investment management, Investment management fees (direct) | $238,835 |
| Addison Group | Other services, Direct payment from the plan | $203,541 |
| Horizon Actuarial Services, Llc | Direct payment from the plan, Actuarial | $174,402 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $170,019 |
| Amalgamated Bank | Investment management fees (direct), Custodial (securities) | $167,606 |
| Mosaic | Copying and duplicating, Direct payment from the plan | $167,078 |
| Global Commerce & Information, Inc. | Consulting (general), Direct payment from the plan | $147,151 |
| Canisolutions Llc | Other services, Direct payment from the plan | $140,400 |
| Legacy Professionals, Llp | Accounting, Direct payment from the plan | $135,403 |
| Seertek Systems, Inc. | Consulting (general), Direct payment from the plan | $133,952 |
| Difede Ramsdell Bender | Legal, Direct payment from the plan | $132,571 |
| House Hanover Llc | Investment management, Investment management fees (direct) | $100,000 |
| Sovos | Consulting (general), Direct payment from the plan | $77,429 |
| Parametric Clifton | Investment management, Investment management fees (direct) | $63,120 |
| Rocs Grad Staffing | Other services, Direct payment from the plan | $61,110 |
| Turn2 Partners Llc | Direct payment from the plan | $59,240 |
| Pathfinders, Inc. | Other services, Direct payment from the plan | $54,310 |
| Maddin Hauser Roth & Heller Pc | Direct payment from the plan, Legal | $53,415 |
| Mri Software Llc | Accounting, Direct payment from the plan | $52,756 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $49,915 |
| Kelly Press | Copying and duplicating, Direct payment from the plan | $49,567 |
| Pinnacle Economics | Consulting (general), Direct payment from the plan | $44,400 |
| Zarin & Steinmetz | Legal, Direct payment from the plan | $42,328 |
| Invario Network Engineers | Consulting (general), Direct payment from the plan | $38,204 |
| Sherman Dunn | Legal, Direct payment from the plan | $31,805 |
| Emprise Technologies, Llc | Consulting (general), Direct payment from the plan | $30,225 |
| Nimble Consulting Group | Direct payment from the plan, Other services | $29,625 |
| Sparks Personnel Service | Direct payment from the plan, Other services | $27,091 |
| Gross, Mendelsohn & Associates, P.A | Consulting (general), Direct payment from the plan | $26,493 |
| Chris Williams | Consulting fees, Consulting (general), Direct payment from the plan | $26,145 |
| Council Of Institutional Investors | Direct payment from the plan, Other services | $26,000 |
| The Retirement Plan Company, Llc | Plan administrator, Direct payment from the plan | $25,600 |
| Joan Kendall | Consulting (general), Consulting fees, Direct payment from the plan | $25,227 |
| Olympia Moving & Storage | Other services, Direct payment from the plan | $23,157 |
| Evestment | Direct payment from the plan, Consulting (general), Other services | $23,105 |
| The Severn Group, Inc. | Consulting (general), Direct payment from the plan | $21,262 |
| Sesi Consulting | Direct payment from the plan | $20,789 |
| Blake & Uhlig | Legal, Direct payment from the plan | $20,781 |
| Certilman Balin | Direct payment from the plan, Consulting (general) | $17,500 |
| Lp Analyst | Other services, Consulting (general), Direct payment from the plan | $17,302 |
| Green Key Temp | Direct payment from the plan, Other services | $15,961 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $13,768 |
| Mclaren Engineering Group | Other services, Direct payment from the plan | $11,884 |
| Teksystems | Other services, Direct payment from the plan | $11,316 |
| Kerber, Eck & Braeckel | Legal, Direct payment from the plan | $10,457 |
| Pnc Bank N.A. | Direct payment from the plan, Account maintenance fees | $10,449 |
| Schultheis & Panettieri Llp | Accounting | $9,973 |
| Village Of Briarcliff Manor | Consulting (general), Direct payment from the plan | $9,148 |
| Erik Johanson | Legal, Direct payment from the plan | $7,179 |
| Diligent Corporation | Consulting (general), Direct payment from the plan | $7,012 |
| Institutional Limited Partners Asso | Other services, Direct payment from the plan | $6,500 |
| Adp | Recordkeeping, Direct payment from the plan | $6,227 |
| Jll Valuation And Advisory Services | Valuation, Direct payment from the plan | $5,750 |
| De Lage Landen Financial Services | Consulting (general), Direct payment from the plan | $5,338 |
| Insurance Buyers Council Inc | Consulting fees, Direct payment from the plan | $5,083 |
| Union Insurance Group | Insurance brokerage commissions | $0 |