AUMdb

Vns Health Care Pension Plan

Sponsored by Visiting Nurse Service Of New York · EIN 133189926 · Plan #001

Total assets
$525M
Net assets
$525M
Active participants
3,114
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
Ubs Realty Investors Llc CRD 107758 deterministic · 100% 2024
Eagle Asset Management Inc CRD 110653 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan $844,466
Ubs Realty Investors Llc Investment management, Investment management fees (direct) $285,275
Eagle Asset Magagement ,Inc Investment management, Investment management fees (direct), Soft dollars commissions $161,595
Northern Trust Company Shareholder servicing fees, Trustee (institutional), Direct payment from the plan $88,833
Morgan, Lewis & Bockius Legal, Direct payment from the plan $41,011