Local No. 41 Ibew Pension Plan
Sponsored by Trustees Of Local No. 41 Pension Plan · EIN 160851799 · Plan #001
- Total assets
- $285M
- Net assets
- $284M
- Active participants
- 675
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier | Investment management | $953,115 |
| Local No. 41 Ibew Health Fund | Other services | $137,943 |
| Ullico Investment Advisors | Investment management fees (direct), Investment management | $109,159 |
| Segal Marco Advisors | Investment advisory (plan) | $75,750 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $71,718 |
| Wilmington Trust, Na | Custodial (securities) | $69,871 |
| O'sullivan & Associates | Actuarial | $51,093 |
| Arcara, Lenda, Eusanio & Stacey Cpa | Accounting | $37,214 |
| Blitman & King Llp | Legal | $34,275 |
| Asb Allegiance Real Estate Fund | Trustee (individual), Trustee (institutional), Investment management | $30,150 |
| M&T Bank Corporation | Custodial (other), Trustee (institutional) | $14,393 |
| Jbm Computer Consultants | Recordkeeping, Consulting (general) | $12,397 |
| Netrio | Consulting (general), Recordkeeping | $6,979 |