United Brotherhood Of Carpenters Pension Fund United States Segment
Sponsored by United Brotherhood Of Carpenters Pension Fund · EIN 526075035 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 1,303
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alan Biller & Associates, Inc | Investment advisory (plan) | $357,000 |
| Benesys, Inc | Plan administrator | $251,135 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $171,412 |
| Cheiron Inc | Actuarial | $140,179 |
| Shanley, Apc | Legal, Direct payment from the plan | $103,599 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $80,350 |
| Amalgamated Bank Of Chicago | Custodial (securities), Direct payment from the plan | $78,283 |
| Dodge & Cox | Investment management | $42,961 |
| Yousif Capital Management | Investment management | $29,971 |
| Union Bank | Custodial (other) | $9,133 |