Annuity Fd Of The Electrical Industry Of Long Island
Sponsored by Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li · EIN 116045930 · Plan #002
- Total assets
- $446M
- Net assets
- $445M
- Active participants
- 2,390
- With balances
- 2,955
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $144,099 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Investment management fees (direct) | $111,953 |
| Panagora Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $106,404 |
| Loomis Sayles Trust Company, Llc | Investment management, Investment management fees (direct) | $103,045 |
| National Investment Services | Investment management, Investment management fees (direct) | $88,185 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $73,860 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $65,820 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $52,000 |
| Archer, Byington, Glennon & Levine | Legal, Direct payment from the plan | $29,250 |
| Berard & Associates, Cpa's Pc | Accounting, Direct payment from the plan | $6,100 |