Steamfitters Industry Pension Fund
Sponsored by Board Of Trustees Steamfitters Industry Pension Fund · EIN 136149680 · Plan #001
- Total assets
- $461M
- Net assets
- $460M
- Active participants
- 1,980
- 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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 99% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors, Inc | Investment advisory (plan), Investment management, Investment management fees (direct) | $543,568 |
| Boston Partners Global Investors, I | Investment management, Investment management fees (direct) | $289,227 |
| Jp Morgan Investment Management | Investment management, Investment management fees (direct) | $265,583 |
| Vitech Systems Group | Recordkeeping | $240,768 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $157,530 |
| Atalanta Sosnoff Capital | Investment management, Investment management fees (direct) | $154,968 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $139,584 |
| William J. Turnbull | Employee (plan) | $92,835 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $80,486 |
| The Segal Company | Actuarial, Insurance agents and brokers | $75,738 |
| James J. Ippolito | Employee (plan) | $70,174 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct), Consulting fees | $60,000 |
| Bank Of New York | Custodial (other), Direct payment from the plan | $50,371 |
| Dennis O'kane | Employee (plan) | $48,196 |
| Sean Driscoll | Employee (plan) | $46,919 |
| Valerie Ventura | Employee (plan) | $36,601 |
| Anna Furio | Employee (plan) | $35,097 |
| Jolanta Zarkowska | Employee (plan) | $34,487 |
| Lapadula, Carlson & Co. Cpa | Accounting | $33,000 |
| Rita Messina | Employee (plan) | $29,697 |
| Robert Lugones | Employee (plan) | $25,365 |
| Segal Select Insurance Services | Insurance agents and brokers | $20,778 |
| Lindabury, Mccormick, Estabrook, Co | Legal | $20,048 |
| Chubb & Son | Insurance services, Insurance brokerage commissions | $11,406 |
| Colleran, O'hara & Mills Llp | Legal | $9,812 |