Dairy Industry Union Pension Plan For Philadelphia And Vicinity
Sponsored by Trustees Of The Dairy Industry Union Pension Plan For Philadelphia & · EIN 236283288 · Plan #001
- Total assets
- $136M
- Net assets
- $135M
- Active participants
- 333
- 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 |
|---|---|---|
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments Company | Investment management, Investment management fees (direct), Other investment fees and expenses | $521,810 |
| The Segal Company | Actuarial, Direct payment from the plan | $173,268 |
| Administrative Service Professional | Contract administrator, Direct payment from the plan | $124,780 |
| Ubs Realty Investors Llc | Investment management, Investment management fees (direct) | $92,450 |
| Stevens & Lee P.C. | Legal, Direct payment from the plan | $45,416 |
| Willig Williams & Davidson | Legal, Direct payment from the plan | $38,975 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $30,500 |
| Sei Trust Company | Custodial (securities), Direct payment from the plan | $12,573 |