Presbyterian Healthcare Services Employees' Pension Plan Ii
Sponsored by Presbyterian Healthcare Services · EIN 850105601 · Plan #004
- Total assets
- $261M
- Net assets
- $229M
- Active participants
- 653
- 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 |
|---|---|---|
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer (Us) Llc | Consulting (pension) | $255,283 |
| Telus Health (Us) Ltd | Recordkeeping | $210,076 |
| Clarion Lion Properties Fund, Lp | Investment management fees (direct) | $152,831 |
| Pimco | Investment management fees (direct) | $138,791 |
| Wellington Trust | Investment management fees (direct) | $122,290 |
| Principal | Trustee (institutional) | $55,237 |
| Victory Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $51,232 |
| Robeco Investment Management | Investment management fees (direct) | $50,586 |
| Geneva Capital Management | Investment management fees (direct), Soft dollars commissions | $44,591 |
| Mcdermott Will & Emeryllp | Legal | $43,838 |
| Mercer Investment Consulting | Investment management | $36,884 |
| Redw Llc | Accounting | $27,660 |
| State Street Global Advisors | Investment management fees (direct) | $13,469 |
| Pension Benefit Information | Recordkeeping | $6,648 |