I. A. T. S. E. National Pension Fund
Sponsored by Board Of Trustees I.A.T.S.E. National Pension Fund · EIN 131849172 · Plan #001
- Total assets
- $673M
- Net assets
- $658M
- Active participants
- 15,401
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $929,443 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $774,889 |
| Winmill Software Inc | Consulting (general), Direct payment from the plan | $538,021 |
| Anne J Zeisler | Employee (plan), Direct payment from the plan | $409,363 |
| The Segal Company Inc. | Actuarial, Consulting (general), Direct payment from the plan | $371,112 |
| Epiq Ediscovery Sol | Legal, Direct payment from the plan | $309,250 |
| Syntonic Systems Inc | Consulting (general), Direct payment from the plan | $283,500 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $256,188 |
| Scott Trivigno | Employee (plan), Direct payment from the plan | $255,631 |
| Joel Segal | Employee (plan), Direct payment from the plan | $237,166 |
| Jp Morgan Chase Bank Na | Trustee (discretionary), Investment advisory (plan), Investment management | $228,905 |
| Polar Design | Other services, Direct payment from the plan | $228,309 |
| Michael R Fife | Employee (plan), Direct payment from the plan | $225,655 |
| Rosalina Roldan | Employee (plan), Direct payment from the plan | $223,376 |
| Kelly Press Inc. | Copying and duplicating, Direct payment from the plan | $199,248 |
| Margaret Ryan Groppo | Employee (plan), Direct payment from the plan | $196,023 |
| Meketa Investment Group Inc | Investment advisory (plan), Investment management fees (direct) | $174,028 |
| Hemalatha K Sudanthiran | Employee (plan), Direct payment from the plan | $172,438 |
| Casey Cirillo | Employee (plan), Direct payment from the plan | $152,264 |
| Donald Ngai | Employee (plan), Direct payment from the plan | $150,100 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $149,765 |
| Luke Powers | Employee (plan), Direct payment from the plan | $147,072 |
| Ian K Henderson | Employee (plan), Direct payment from the plan | $147,072 |
| Natasha Singh | Employee (plan), Direct payment from the plan | $146,766 |
| Amy Duron | Employee (plan), Direct payment from the plan | $132,115 |
| Dacota M Shariff | Employee (plan), Direct payment from the plan | $130,730 |
| Bansil M Patel | Employee (plan), Direct payment from the plan | $130,730 |
| Westfield Capital Management Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $115,062 |
| Caroline Ls Kandasami | Employee (plan), Direct payment from the plan | $109,378 |
| Kisha Sally | Employee (plan), Direct payment from the plan | $107,404 |
| Taron Llc | Legal, Direct payment from the plan | $106,517 |
| Farhana Razzaque | Employee (plan), Direct payment from the plan | $105,322 |
| Alana J Wickson | Employee (plan), Direct payment from the plan | $101,996 |
| Carlos Cruz | Employee (plan), Direct payment from the plan | $101,649 |
| Pauline O Burns | Employee (plan), Direct payment from the plan | $101,510 |
| Patricia Cassiero | Employee (plan), Direct payment from the plan | $100,817 |
| Mayra Perez | Employee (plan), Direct payment from the plan | $99,020 |
| Ayleen Joy Lao | Employee (plan), Direct payment from the plan | $98,648 |
| Zhanna Goroshkov | Employee (plan), Direct payment from the plan | $98,048 |
| Aron Maeng | Employee (plan), Direct payment from the plan | $97,702 |
| Stephen Carey | Employee (plan), Direct payment from the plan | $97,373 |
| Claudine Marano | Employee (plan), Direct payment from the plan | $94,236 |
| Carla A Payot | Employee (plan), Direct payment from the plan | $92,901 |
| John Blondek | Employee (plan), Direct payment from the plan | $92,881 |
| Philip M Tam | Employee (plan), Direct payment from the plan | $92,601 |
| Christopher V Marrapodi | Employee (plan), Direct payment from the plan | $92,601 |
| Suzanne M Brogan | Employee (plan), Direct payment from the plan | $92,601 |
| Reuben Leib Genkin | Employee (plan), Direct payment from the plan | $91,947 |
| Andrew J Serrano | Employee (plan), Direct payment from the plan | $91,236 |
| Kim R Knowles | Employee (plan), Direct payment from the plan | $91,153 |
| Samantha Braksmayer | Employee (plan), Direct payment from the plan | $90,967 |
| Emily H Dipietro Ramirez | Employee (plan), Direct payment from the plan | $90,909 |
| Justin Marchesani | Employee (plan), Direct payment from the plan | $90,713 |
| Lauren Smith | Employee (plan), Direct payment from the plan | $90,594 |
| Mary Adams | Employee (plan), Direct payment from the plan | $90,051 |
| Kenya Sanders | Employee (plan), Direct payment from the plan | $89,185 |
| Flakron Kllokoqi | Employee (plan), Direct payment from the plan | $88,757 |
| Javier Robles | Employee (plan), Direct payment from the plan | $87,154 |
| Marina Bolbirer | Employee (plan), Direct payment from the plan | $87,154 |
| Nicole Colombo | Employee (plan), Direct payment from the plan | $86,767 |
| Jessica Saitta | Employee (plan), Direct payment from the plan | $86,538 |
| Vivienne Prado | Employee (plan), Direct payment from the plan | $85,698 |
| Eric Machado | Employee (plan), Direct payment from the plan | $85,431 |
| Jessica Jaishwar | Employee (plan), Direct payment from the plan | $84,369 |
| Jamal Augustine | Employee (plan), Direct payment from the plan | $84,152 |
| Klik Technologies Corp | Recordkeeping, Direct payment from the plan | $82,380 |
| Elizabeth Cordero | Employee (plan), Direct payment from the plan | $82,210 |
| Carey Bubeck | Employee (plan), Direct payment from the plan | $80,381 |
| Raul Romero | Employee (plan), Direct payment from the plan | $79,349 |
| Michael Cusumano | Employee (plan), Direct payment from the plan | $76,605 |
| Venera Nikonova | Employee (plan), Direct payment from the plan | $76,539 |
| Brandon Arroyo | Employee (plan), Direct payment from the plan | $76,336 |
| Ivan Munoz Arcos | Employee (plan), Direct payment from the plan | $75,096 |
| Michael Florio | Employee (plan), Direct payment from the plan | $75,091 |
| Michelle Martin | Employee (plan), Direct payment from the plan | $75,079 |
| Minette Reyes | Employee (plan), Direct payment from the plan | $74,140 |
| Kevin Dentice | Employee (plan), Direct payment from the plan | $73,953 |
| Kristen Gurka | Employee (plan), Direct payment from the plan | $73,817 |
| Cassandre M. Swiader | Employee (plan), Direct payment from the plan | $73,620 |
| Julia Keaveney | Employee (plan), Direct payment from the plan | $73,420 |
| Sandy Derezil | Employee (plan), Direct payment from the plan | $72,483 |
| Angela C Pena | Employee (plan), Direct payment from the plan | $72,378 |
| Johanna Nunez | Employee (plan), Direct payment from the plan | $72,249 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $72,082 |
| Suzanna M Robles | Employee (plan), Direct payment from the plan | $72,009 |
| Carmen Arjoon | Employee (plan), Direct payment from the plan | $71,851 |
| Philip Yuen | Employee (plan), Direct payment from the plan | $70,694 |
| Simone Venna | Employee (plan), Direct payment from the plan | $70,388 |
| Alex D Krull | Employee (plan), Direct payment from the plan | $70,187 |
| Kevin Echeverria | Employee (plan), Direct payment from the plan | $70,088 |
| Jonathan S Rivera | Employee (plan), Direct payment from the plan | $69,601 |
| Benjamin P Feltz | Employee (plan), Direct payment from the plan | $69,091 |
| Martin Ojeda Olivar | Employee (plan), Direct payment from the plan | $68,967 |
| Angel Paredes | Employee (plan), Direct payment from the plan | $68,791 |
| Portia A Persaud | Employee (plan), Direct payment from the plan | $68,648 |
| Anita Lopez | Employee (plan), Direct payment from the plan | $68,471 |
| Joseph Perone | Employee (plan), Direct payment from the plan | $68,438 |
| Nicko L Ylagan | Employee (plan), Direct payment from the plan | $68,103 |
| Elizabeth Martin | Employee (plan), Direct payment from the plan | $66,792 |
| Kwaku Marfo | Employee (plan), Direct payment from the plan | $66,694 |
| Paychex Inc | Recordkeeping, Direct payment from the plan | $64,924 |
| Yolanda Mauleon | Employee (plan), Direct payment from the plan | $64,734 |
| Tiffany A Ortiz | Employee (plan), Direct payment from the plan | $64,548 |
| Petita D Murillo | Employee (plan), Direct payment from the plan | $64,474 |
| Mariya Lapteva | Employee (plan), Direct payment from the plan | $64,134 |
| Maria C Torres | Employee (plan), Direct payment from the plan | $64,049 |
| Colleen D Ryan | Employee (plan), Direct payment from the plan | $64,005 |
| Lori Bokun | Employee (plan), Direct payment from the plan | $63,775 |
| Jonacel S De Jesus | Employee (plan), Direct payment from the plan | $63,411 |
| Diana Kriulina | Employee (plan), Direct payment from the plan | $62,483 |
| Leslie Welch | Employee (plan), Direct payment from the plan | $62,294 |
| Cristina Lopez | Employee (plan), Direct payment from the plan | $61,685 |
| Imani M Miller | Employee (plan), Direct payment from the plan | $60,394 |
| Cynthia Stanojlovic | Employee (plan), Direct payment from the plan | $59,734 |
| Jamilex Guzman | Employee (plan), Direct payment from the plan | $59,438 |
| Felix A Montanez | Employee (plan), Direct payment from the plan | $59,413 |
| Tyrell D Kornegay | Employee (plan), Direct payment from the plan | $59,093 |
| Georgia Pullen | Employee (plan), Direct payment from the plan | $58,941 |
| Monica C Fleming | Employee (plan), Direct payment from the plan | $58,063 |
| Abraham Viera | Employee (plan), Direct payment from the plan | $55,061 |
| Dreana D Gibbs | Employee (plan), Direct payment from the plan | $54,806 |
| Donnelly Mechanical Group | Other services, Direct payment from the plan | $54,751 |
| Sean M Tucker | Employee (plan), Direct payment from the plan | $54,669 |
| Michael B Oliveras | Employee (plan), Direct payment from the plan | $54,387 |
| Joey Perez | Employee (plan), Direct payment from the plan | $51,146 |
| Svetlana M Nikitenko | Employee (plan), Direct payment from the plan | $50,838 |
| Kastle System | Other services, Direct payment from the plan | $50,552 |
| Ingrid M Moran | Employee (plan), Direct payment from the plan | $50,025 |
| Jesus Quinones | Employee (plan), Direct payment from the plan | $49,907 |
| Samantha M Johnson | Employee (plan), Direct payment from the plan | $48,110 |
| Jon Chew | Employee (plan), Direct payment from the plan | $44,508 |
| Frank M Vaccaro | Claims processing, Direct payment from the plan | $34,033 |
| Brendan T Kerr | Employee (plan), Direct payment from the plan | $32,549 |
| Stanley Peng | Employee (plan), Direct payment from the plan | $31,508 |
| Grace R Evangelista | Employee (plan), Direct payment from the plan | $30,831 |
| Baker & Hostetler | Legal, Direct payment from the plan | $30,759 |
| Aileen Berajano | Employee (plan), Direct payment from the plan | $30,722 |
| David Roldan | Employee (plan), Direct payment from the plan | $29,477 |
| Mabell Alcantara | Employee (plan), Direct payment from the plan | $29,026 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $28,314 |
| Claude C Robinson | Employee (plan), Direct payment from the plan | $25,225 |
| Kardan Actuarial | Actuarial, Consulting (general), Direct payment from the plan | $11,288 |
| Aargo Security | Other services, Direct payment from the plan | $10,672 |
| Hank Lachmund | Trustee (individual), Direct payment from the plan | $9,670 |
| Joseph Paterno | Copying and duplicating, Direct payment from the plan | $6,385 |
| Segal Select Insurance Inc | Insurance agents and brokers, Direct payment from the plan, Insurance brokerage commissions | $0 |