Northwest Sheet Metal Workers Pension Plan
Sponsored by B Of T, Northwest Sheet Metal Workers Pension Plan · EIN 916061344 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 4,885
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ferguson Wellman Capital Management, Inc. CRD 104692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $985,163 |
| Dodge & Cox Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $318,890 |
| Benesys, Inc | Contract administrator, Recordkeeping, Direct payment from the plan | $315,249 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $285,120 |
| Slc Management (U.S.) Llc | Investment management, Investment management fees (direct) | $278,750 |
| Us Bank N.A. | Custodial (securities), Direct payment from the plan, Soft dollars commissions | $148,874 |
| Reliant Consulting | Investment advisory (plan), Direct payment from the plan | $104,066 |
| Milliman | Actuarial, Direct payment from the plan | $81,985 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $51,233 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $51,211 |
| Segal Advisors, Inc. | Investment management, Investment management fees (direct) | $50,000 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $40,520 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $36,016 |
| Mckanna Bishop Joffe Llp | Legal, Direct payment from the plan | $28,470 |
| Anastasi Moore & Martin | Accounting, Direct payment from the plan | $10,542 |
| Ferguson Wellman Capital Management | Investment management, Investment management fees (direct) | $9,823 |