Unite Here Health Staff Pension Plan
Sponsored by Unite Here Health · EIN 237385560 · Plan #001 · Oak Brook, IL
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 400
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Trust Company, N.A. | Investment management, Investment management fees (direct) | $151,489 |
| Voya Investment Trust Company | Investment management, Investment management fees (direct) | $127,294 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $93,601 |
| Comerica | Custodial (securities), Investment management, Other investment fees and expenses | $54,876 |
| Ubs Realty Investors, Llc | Investment management, Investment management fees (indirect) | $25,680 |