The Pension Plan For Insurance Organizations
Sponsored by Named Fiduciaries Of The Pension Plan For Insurance Organizations · EIN 270131295 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 1,803
- With balances
- 0
Plan year beginning 01/01/2024 · Other multiple-employer DC plan
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us | Actuarial, Direct payment from the plan | $1,403,900 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $823,801 |
| Edgewood Partners Ins | Insurance agents and brokers, Investment advisory (plan), Direct payment from the plan | $366,940 |
| Larry Heller | Trustee (individual), Direct payment from the plan | $303,439 |
| Klingman And Associates, | Trustee (institutional), Direct payment from the plan | $298,785 |
| Regina C Reardon Pc | Legal, Direct payment from the plan | $194,745 |
| Steven Weisbart | Trustee (individual), Direct payment from the plan | $181,650 |
| John Ogle | Trustee (individual), Direct payment from the plan | $132,836 |
| Pensionmark Financial Group | Investment advisory (plan), Direct payment from the plan | $90,854 |
| Cliftonlarsonallen,Llp | Accounting, Trustee (institutional), Direct payment from the plan | $77,700 |
| Ronald A Cassesso | Trustee (individual), Direct payment from the plan | $76,910 |
| George Dodd | Trustee (individual), Direct payment from the plan | $75,000 |
| Bob Tommasino | Trustee (individual), Direct payment from the plan | $38,468 |
| File X Document Imaging | Recordkeeping, Direct payment from the plan | $11,920 |
| Angell Pension Group Inc | Investment advisory (plan), Direct payment from the plan | $11,400 |
| Brentwood Asset Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $5,000 |