Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan
Sponsored by Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S · EIN 846045986 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 38,650
- 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 |
|---|---|---|
| Bny Mellon Investment Adviser, Inc. CRD 105642 | fuzzy_auto · 95% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 96% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Copying and duplicating, Other services | $965,143 |
| Jp Morgan Investment Mgmt, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $758,636 |
| The Segal Company, Inc | Actuarial, Direct payment from the plan | $499,498 |
| Bny Mellon Invest Advisors | Investment management, Investment management fees (direct) | $489,979 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $372,173 |
| Loomis Sayles & Company Lp | Investment management, Investment management fees (direct) | $361,101 |
| Timessquare Capital Mgmt Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $337,088 |
| Segal Marco Advisors | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $321,250 |
| Brandywine Investment Mgmt, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $251,285 |
| Hamilton Lane Advisors, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $214,198 |
| Segall Bryant & Hamill, Llc | Investment management, Investment management fees (direct) | $175,696 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $143,509 |
| Lazard Asset Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $130,820 |
| Reinhart Boerner Van Deuren, Sc | Legal, Direct payment from the plan | $112,420 |
| Northern Trust Company | Custodial (securities), Direct payment from the plan, Securities brokerage commissions | $69,707 |
| Midwest Institutional Trust Company | Custodial (securities), Trustee (institutional), Finders' fees/placement fees | $62,578 |
| Pnc Bank | Custodial (other), Direct payment from the plan | $39,744 |
| Spencer Fane, Llp | Legal, Direct payment from the plan | $28,400 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |