The Employee Retirement Plan Of Group Health Plan,
Sponsored by Group Health Plan, Inc. · EIN 410797853 · Plan #001
- Total assets
- $819M
- Net assets
- $817M
- Active participants
- 1,513
- 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 |
|---|---|---|
| Kennedy Capital Management Llc CRD 105834 | deterministic · 100% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Watson Wyatt Worldwide | Actuarial | $455,052 |
| Kennedy Capital Management | Investment management | $397,027 |
| Pension Benefits Guaranty Corp | $388,951 | |
| Silvercrest | $371,345 | |
| Metropolitan West | Investment management | $206,627 |
| Principal | Investment management | $81,375 |
| Mercer | Accounting | $45,076 |