Retirement Plan Of The Unite Here International
Sponsored by Bd Of Trustees Retirement Plan Of The Unite Here Int'l And Locals · EIN 863429387 · Plan #001
- Total assets
- $163M
- Net assets
- $162M
- Active participants
- 762
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron Inc | Actuarial, Direct payment from the plan | $111,890 |
| Amalgamated Employee Benefit Admin | Contract administrator, Direct payment from the plan | $106,954 |
| Amalgamated Bank | Custodial (securities), Custodial (other), Investment management fees (direct) | $77,011 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $75,000 |
| Macnell Accounting | Accounting, Direct payment from the plan | $58,729 |
| Mccraken, Stemerman & Holsberry | Legal, Direct payment from the plan | $41,294 |
| Segal | Actuarial, Direct payment from the plan | $35,000 |
| Galinsky Pension & Benefit | Legal, Direct payment from the plan | $30,432 |
| Ss & C Technologies | Recordkeeping | $0 |