Employers & Operating Engineers Local 520 Pension Fund
Sponsored by Employers & Operating Engineers Local 520 Pension Fund Board Of Truste · EIN 376053929 · Plan #001
- Total assets
- $328M
- Net assets
- $327M
- Active participants
- 989
- 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 |
|---|---|---|
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Us Real Estate Investment Fund Llc | Investment management, Soft dollars commissions | $262,020 |
| Reams Asset Management | Investment management | $152,229 |
| Commerce Trust Company | Investment management | $110,996 |
| Segall Bryant & Hamill | Investment management | $99,586 |
| The Union Labor Life Insurance Co | Investment management, Investment management fees (direct) | $80,253 |
| F/M Investments Llc | Investment management, Soft dollars commissions | $68,092 |
| Segal Company | Insurance agents and brokers, Actuarial | $66,154 |
| Marquette Associates | Investment advisory (plan) | $62,000 |
| Julie Visintine | Employee (plan) | $46,208 |
| Ziegler Capital Management Llc | Investment management, Soft dollars commissions | $35,949 |
| Scheffel Boyle | Accounting | $25,855 |
| Us Bank | Trustee (institutional) | $24,255 |
| Hammond & Shinners, P.C. | Legal | $17,670 |