AUMdb

Insurance Organizations Employees' Retirement Plan

Sponsored by Trustees Of The Insurance Organizations' Pension Trust · EIN 136312183 · Plan #001

Total assets
$221M
Net assets
$220M
Active participants
636
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson, Llc Actuarial, Recordkeeping, Consulting (pension) $885,029
Blackrock Institutional Trust Co Trustee (institutional), Trustee (discretionary), Direct payment from the plan $283,567
Parker Brown Macaulay & Sheerin Pc Legal, Direct payment from the plan $42,180
Principal Trust Company Trustee (directed), Direct payment from the plan, Float revenue $40,531
Caron & Bletzer Accounting, Direct payment from the plan $27,800