Meba Pension Trust Defined Benefit Plan
Sponsored by Board Of Trustees, Meba Pension Trust Defined Benefit Plan · EIN 516029896 · Plan #001
- Total assets
- $928M
- Net assets
- $925M
- Active participants
- 2,436
- 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 |
|---|---|---|
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Globeflex Capital Lp CRD 106417 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Pinnacle Associates, Ltd. CRD 110631 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meba Medical And Benefits Plan | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,102,778 |
| Prudential Retirem Ins & Annuity Co | Investment management, Investment management fees (direct), Direct payment from the plan | $483,569 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $387,651 |
| Champlain Investment Partners, Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $327,661 |
| Lpc Commercial Services, Inc. | Other services, Direct payment from the plan | $252,453 |
| L&B Realty Adivsors, Llp | Other services, Direct payment from the plan | $250,000 |
| Walter S. Pappas | Employee (plan), Direct payment from the plan | $243,568 |
| Nepc Llc | Investment advisory (plan), Direct payment from the plan | $232,207 |
| Globeflex Capital Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $225,490 |
| Metropolitan Life Insurance Company | Investment management, Direct payment from the plan, Contract administrator | $224,124 |
| The Segal Co (Eastern States), Inc | Actuarial, Direct payment from the plan, Consulting (pension) | $215,666 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $206,289 |
| Pinnacle Associates Ltd | Investment management fees (direct), Investment management, Direct payment from the plan | $199,995 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $191,239 |
| Segall Bryant & Hamill, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $189,932 |
| Steven A. Lancaster | Employee (plan), Direct payment from the plan | $138,549 |
| Kyle M. Conley | Employee (plan), Direct payment from the plan | $129,194 |
| Manuel A. Flores | Employee (plan), Direct payment from the plan | $128,803 |
| Weaver And Tidwell, L.L.P. | Accounting, Direct payment from the plan | $118,300 |
| Bridgeway Benefit Technologies | Direct payment from the plan | $110,808 |
| Income Research + Management | Investment management fees (direct), Direct payment from the plan, Investment management | $74,349 |
| Computer Services Unlimited, Inc. | Other services, Direct payment from the plan | $51,931 |
| New York Life Insurace Company | Investment management, Investment management fees (direct), Direct payment from the plan | $45,590 |
| M&T Bank | Trustee (institutional), Account maintenance fees, Direct payment from the plan | $44,562 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $30,390 |
| Brandon J Morales Lopez | Employee (plan), Direct payment from the plan | $25,284 |
| Midwest Institutional Trust Company | Custodial (securities), Direct payment from the plan, Finders' fees/placement fees | $22,219 |
| John Hancock Life Insurance Company | Contract administrator, Direct payment from the plan, Custodial (other) | $12,001 |
| Quadient Finance Usa, Inc. | Participant communication, Direct payment from the plan | $10,212 |
| Brighthouse Life Insurance Company | Contract administrator, Direct payment from the plan, Custodial (other) | $7,507 |
| Genex Services | Consulting (general), Direct payment from the plan, Consulting fees | $6,835 |
| Automatic Data Processing | Other services, Direct payment from the plan | $6,530 |
| Safe Harbors Business Travel | Other services, Direct payment from the plan | $6,361 |