Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity
Sponsored by Pension Fund For Hospital And Health Care Employees · EIN 232627428 · Plan #001
- Total assets
- $353M
- Net assets
- $352M
- Active participants
- 1,923
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 96% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Angelo, Gordon & Co., L.P. CRD 131940 | fuzzy_auto · 93% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Mgmt | Investment management, Investment management fees (direct) | $244,651 |
| Cynthia Blassingame | Employee (plan), Direct payment from the plan | $113,567 |
| Intercontinental Re Group | Investment management, Investment management fees (direct) | $92,684 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $90,000 |
| White Oak Yield Spectrum Peer Fd Lp | Investment management, Investment management fees (direct) | $89,676 |
| Eric Brooks | Employee (plan), Direct payment from the plan | $81,964 |
| Shawn Bohannan | Direct payment from the plan | $73,339 |
| Pamela A Smith Strite | Employee (plan), Direct payment from the plan | $63,010 |
| Dana Investment Advisors | Investment management, Direct payment from the plan | $62,450 |
| Bridgeway Benefits Technology | Recordkeeping, Copying and duplicating, Direct payment from the plan | $58,884 |
| Wells Fargo | Custodial (securities), Other services, Investment management fees (direct) | $58,869 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $53,300 |
| Morgan, Lewis & Bockius | Legal | $49,987 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $45,037 |
| Adrian Hurst | Employee (plan), Direct payment from the plan | $42,329 |
| Benefit3, Inc. | Consulting (general), Direct payment from the plan | $41,899 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $40,563 |
| Annie Jones | Employee (plan), Direct payment from the plan | $39,209 |
| Evelyn Alameda | Employee (plan), Direct payment from the plan | $37,243 |
| Berta Shkodra | Employee (plan), Direct payment from the plan | $35,168 |
| Blair Devalia | Employee (plan), Direct payment from the plan | $30,904 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (direct) | $0 |
| Angelo, Gordon & Co. | Investment management, Other investment fees and expenses, Investment management fees (indirect) | $0 |