Pension Fund For Nursing And Health Care Employees
Sponsored by Pension Fund For Nursing And Health Care Employees · EIN 232774706 · Plan #001
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 1,920
- With balances
- 2,102
Plan year beginning 01/01/2024 · Profit-sharing
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 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 97% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Fund For Hospital & Healthc | Direct payment from the plan | $739,832 |
| Cynthia Blassingame | Employee (plan), Direct payment from the plan | $113,567 |
| Eric Brooks | Employee (plan), Direct payment from the plan | $81,964 |
| Shawn Bohannan | Employee (plan), Direct payment from the plan | $73,339 |
| Pamela A. Smith Strite | Employee (plan), Direct payment from the plan | $63,010 |
| Adrian Hurst | Employee (plan), Direct payment from the plan | $42,329 |
| 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 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $33,063 |
| Blair Devalia | Employee (plan), Direct payment from the plan | $30,904 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $26,350 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $20,178 |
| Columbia Management Investment Adv | Investment management, Investment management fees (direct) | $15,761 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $15,525 |
| Dana Investment Advisors Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $12,089 |
| Boyd Watterson Asset Mgmt., Llc | Investment management, Investment management fees (indirect) | $0 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |