AUMdb

New York State Nurses Association Pension Plan

Sponsored by Board Of Trustees New York State Nurses Association Pension Plan · EIN 136604799 · Plan #001 · Albany, NY

Total assets
$5.9B
Net assets
$5.8B
Active participants
22,140
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
Corbin Capital Partners, L.P. CRD 130819 fuzzy_auto · 97% 2024
Pathway Capital Management, Lp CRD 108016 deterministic · 100% 2024
Loomis, Sayles & Company, L.P. CRD 105377 fuzzy_auto · 93% 2024
Cliffwater Llc CRD 132167 deterministic · 100% 2024
Commonwealth Credit Advisors, Llc CRD 312541 deterministic · 100% 2024
Artisan Partners Uk Llp CRD 152711 fuzzy_auto · 97% 2024
Copeland Capital Management, Llc CRD 135822 deterministic · 100% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024
Nuance Investments, Llc CRD 148534 deterministic · 100% 2024
Driehaus Capital Management Llc CRD 105757 deterministic · 100% 2024
Baring Asset Management Limited CRD 299118 deterministic · 100% 2024
Morgan Stanley Investment Management Inc. CRD 110353 fuzzy_auto · 99% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Mcmorgan & Company Llc CRD 115060 fuzzy_auto · 94% 2024
Dw Partners, Lp CRD 155459 deterministic · 100% 2024
Camden Asset Management L P CRD 106772 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Corbin Capital Partners Lp Investment management, Investment management fees (indirect) $5,921,179
The Townsend Group Investment management, Investment management fees (direct) $2,817,139
Arrowstreet Investment management, Investment management fees (direct) $2,554,940
Pathway Capital Management Investment management, Investment management fees (direct) $2,100,125
Loomis, Sayles & Co. Investment management, Investment management fees (direct), Soft dollars commissions $1,727,588
Walter Scott And Partners Ltd Investment management, Investment management fees (direct) $1,546,150
Wcm Management Investment management, Investment management fees (direct), Soft dollars commissions $1,408,553
Janus Investment management, Investment management fees (direct), Soft dollars commissions $1,176,503
Cliffwater Llc Investment management, Investment management fees (direct) $1,112,638
Brandywine Global Investment management, Investment management fees (direct) $879,860
Commonwealth Credit Advisors, Llc Investment management, Investment management fees (direct) $801,948
Artisan Partners Llp Investment management, Investment management fees (direct), Soft dollars commissions $710,273
Arroyo Investment management, Investment management fees (direct) $685,653
Copeland Capital Management Investment management, Investment management fees (direct) $667,606
Prosakuer Rose, Llp Legal, Direct payment from the plan $609,823
Northern Trust Company Custodial (securities), Investment management fees (indirect) $601,090
Covington & Burling Legal, Direct payment from the plan $597,465
Nepc Llc Investment advisory (plan), Investment management fees (direct) $575,000
American Century Investment management, Investment management fees (indirect) $573,939
Nuance Investments Investment management, Investment management fees (direct) $509,640
Chief Investment Officer Employee (plan), Direct payment from the plan $494,504
I Squared Capital Investment management, Investment management fees (direct) $452,696
Mackay Shields Investment Investment management, Investment management fees (direct) $448,537
Northern Trust Company Trustee (institutional), Trustee (directed), Investment management fees (indirect) $397,058
Lazard Investment management, Investment management fees (direct) $356,269
William Blair & Company Investment management, Investment management fees (indirect), Soft dollars commissions $343,710
Driehaus Capital Management Investment management, Investment management fees (direct) $336,513
Cohen Weiss & Simon Legal, Direct payment from the plan $244,582
Horizon Actuarial Services Actuarial, Direct payment from the plan $241,373
Co Director Of Research 2 Employee (plan), Direct payment from the plan $227,899
Co Director Of Research 1 Employee (plan), Direct payment from the plan $227,899
Chief Executive Officer Employee (plan), Direct payment from the plan $205,873
Barings Llc Investment management, Investment management fees (direct) $194,137
Morgan Stanley Investment Managemen Investment management, Investment management fees (direct) $190,827
Sr Investment Analyst Employee (plan), Direct payment from the plan $188,004
Uhy, Llp Accounting, Direct payment from the plan $187,750
Pension Manager Employee (plan), Direct payment from the plan $172,826
Chief Operating Officer Employee (plan), Direct payment from the plan $156,804
Investment Analyst 1 Employee (plan), Direct payment from the plan $145,188
Ubs Global Asset Management Investment management, Investment management fees (direct) $136,616
Investment Analyst 2 Employee (plan), Direct payment from the plan $131,085
Pension Department Supervisor Employee (plan), Direct payment from the plan $125,688
Sr Investment Analyst 2 Employee (plan), Direct payment from the plan $124,378
Administrative Assistant 3 Employee (plan), Direct payment from the plan $111,842
Pension Analyst 2 Employee (plan), Direct payment from the plan $109,670
Pension Analyst 1 Employee (plan), Direct payment from the plan $109,004
Administrative Assistant 4 Employee (plan), Direct payment from the plan $108,712
Pension Analyst 6 Employee (plan), Direct payment from the plan $108,051
It Manager Employee (plan), Recordkeeping, Direct payment from the plan $105,473
Pension Data Analyst Employee (plan), Direct payment from the plan $105,373
Pension Analyst 4 Employee (plan), Direct payment from the plan $103,844
Pension Analyst 7 Employee (plan), Direct payment from the plan $100,578
Pension Analyst 3 Employee (plan), Direct payment from the plan $96,213
Controller Employee (plan), Accounting, Direct payment from the plan $90,330
Jp Morgan Investment Management Inc Investment management, Investment management fees (direct) $86,875
Pension Analyst 5 Employee (plan), Direct payment from the plan $79,648
Pension Clerk Employee (plan), Direct payment from the plan $74,554
Administrative Services Manager Employee (plan), Direct payment from the plan $68,748
Accounting Department Supervisor Employee (plan), Accounting, Direct payment from the plan $67,863
Communications Representative Employee (plan), Participant communication, Direct payment from the plan $63,662
Business Data Analyst Employee (plan), Recordkeeping, Direct payment from the plan $63,119
System Administrator Employee (plan), Recordkeeping, Direct payment from the plan $61,193
Sr. Communications Specialist Employee (plan), Participant communication, Direct payment from the plan $59,642
Administrative Assistant 1 Employee (plan), Direct payment from the plan $56,799
Hospital Services Representative Employee (plan), Accounting, Direct payment from the plan $51,059
Sr Accounting Associate Accounting, Employee (plan), Direct payment from the plan $49,322
Administrative Assistant 2 Employee (plan), Direct payment from the plan $48,091
Director Of Operations Employee (plan), Recordkeeping, Direct payment from the plan $45,421
It Support Specialist Employee (plan), Recordkeeping $41,506
Prudential Insurance Company Investment management, Investment management fees (direct) $40,612
Prudential Bank & Trust Company Investment management, Investment management fees (direct) $30,110
Receptionist Employee (plan), Recordkeeping $27,941
Seneca Consulting Recordkeeping, Direct payment from the plan $18,981
Stepstone Investment management, Investment management fees (direct) $14,958
Alliance Worldwide Direct payment from the plan $9,324
Morgan Stanley Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan $8,543
Mcmorgan & Company Investment management, Investment management fees (indirect) $0
Dw Partners Investment management, Investment management fees (indirect) $0
Cbre Caledon Investment management, Investment management fees (indirect) $0
Camden Asset Mangement Investment management, Investment management fees (indirect) $0
Bayview Investment management, Investment management fees (direct) $0
O'conner Investment management, Investment management fees (direct) $0