Local 282 Pension Trust Fund
Sponsored by Board Of Trustees Of Local 282 · EIN 116245313 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 3,000
- 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 |
|---|---|---|
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | fuzzy_auto · 94% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 282 Welfare Trust Fund | Direct payment from the plan, Other fees | $2,127,602 |
| Columbia Mgmt Invest Advisers, Llc | Investment management, Investment management fees (direct) | $1,109,071 |
| Jpmorgan Chase Bank, N.A | Investment management, Investment advisory (plan), Trustee (discretionary) | $810,250 |
| New Tower Trust Co. | Investment management | $418,638 |
| Stacey Braun | Investment management | $316,026 |
| Segal Company | Actuarial, Consulting (pension) | $275,459 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $228,759 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $213,365 |
| Mackay Shields | Investment management, Investment management fees (direct) | $206,073 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $157,650 |
| Wellington Trust | Investment management, Investment management fees (direct) | $152,212 |
| Entrust Global Partners Offshore Lp | Investment management | $150,706 |
| Insight North America Llc | Investment management, Investment management fees (direct) | $143,449 |
| Quan Vest Consultants | Investment advisory (plan) | $99,996 |
| Chevy Chase Trust Company | Investment management | $93,465 |
| Gould, Kobrick & Schlapp, P.C. | Accounting | $84,500 |
| M&T Bank | Custodial (securities) | $36,304 |
| J.P. Morgan Investment Management | Investment advisory (plan), Investment management | $14,585 |
| Prudential Insurance Co. | Investment management | $10,537 |
| Cohen, Weiss & Simon | Legal | $9,702 |
| Pension Benefit Information | Recordkeeping, Other services | $5,275 |