Western Unite Here And Employers Pension Fund
Sponsored by Board Of Trustees, Western Unite Here And Employers · EIN 934160766 · Plan #001
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 68,191
- 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 |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 96% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator | $3,191,890 |
| Bensys Adminstrators | Contract administrator | $1,500,239 |
| Seyfarth & Shaw, Llp | Legal | $1,457,815 |
| Horizon Actuarial Services, Llc | Actuarial | $994,340 |
| Rael & Letson | Actuarial | $896,603 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $687,214 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $684,412 |
| J.P. Morgan Investment Mgmt, Inc. | Investment management, Investment management fees (direct) | $631,779 |
| Mccracken, Stemerman & Holsberry | Legal | $587,324 |
| Miller Kaplan Arase Llp | Accounting, Consulting (general) | $505,773 |
| Brandywine Global Investment Mgmt | Investment management, Investment management fees (direct) | $428,903 |
| Northwest Administrators, Inc. | Contract administrator | $416,096 |
| Segal Advisors, Inc Dba Segal Marco | Investment advisory (plan) | $410,417 |
| Org Portfolio Management, Llc | Consulting (general) | $330,600 |
| Western Asset Management Company | Investment management, Investment management fees (direct) | $300,624 |
| Systematic Financial Management, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $296,661 |
| Leanne Bough | Consulting (general) | $245,288 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $235,872 |
| Principal Trust Company | Custodial (securities) | $182,271 |
| Smart Source Llc | Copying and duplicating | $149,168 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $147,733 |
| Timessquare Capital Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $146,704 |
| Common Good Technologies Consulting | Consulting (general) | $139,836 |
| Invesco Trust Company | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $132,357 |
| Withumsmith+Brown | Accounting, Other services | $121,813 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $67,056 |
| Unite Here Health | Other services | $59,823 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct), Investment management fees (indirect) | $58,579 |
| Cheiron, Inc | Actuarial | $55,020 |
| Mfs Heritage Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $42,337 |
| Dimensional Fund Advisors Lp | Investment management fees (direct), Investment management | $41,974 |
| Kevin Christensen, Esq | Legal | $34,027 |
| Pdq Gill's Printing | Copying and duplicating | $33,890 |
| Service Printing Co, Inc. | Copying and duplicating | $27,106 |
| Nwps | Actuarial | $24,000 |
| Neyhart, Anderson, Flynn & Grosboll | Legal | $17,103 |
| Sanchez, Bright, Murchison & Lee | Other services | $7,800 |
| Hutchinson & Steffen Attorneys | Legal | $6,000 |