North Atlantic States Carpenters Annuity Plan
Sponsored by North Atlantic States Carpenters Annuity Plan · EIN 061308364 · Plan #001 · Hamden, CT
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 10,262
- With balances
- 27,161
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Brigade Capital Management, Lp CRD 144078 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North Atlantic States Carp Pension | Contract administrator, Direct payment from the plan | $2,195,941 |
| Loomis Sayles & Company, Lp | Investment management fees (direct), Soft dollars commissions | $443,965 |
| Meketa Investment Group, Inc. | Investment advisory (plan) | $259,462 |
| Bny Mellon Investment Advisor, Inc. | Investment management fees (direct) | $250,719 |
| Bank Of America Merrill Lynch | Contract administrator | $229,549 |
| Invesco Advisers, Inc | Investment management fees (direct) | $215,927 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $150,971 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $103,982 |
| Loomis Sayles Trust Company, Lp | Investment management fees (direct) | $93,120 |
| Krakow, Souris & Landry, Llc | Legal | $87,500 |
| Beers, Hamerman, Cohen & Burger P.C | Accounting | $75,296 |
| J.P. Morgan Investment Management I | Investment management fees (direct), Investment management, Direct payment from the plan | $71,028 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $55,185 |
| Perfect Printing Solutions, Inc. | Copying and duplicating | $54,714 |
| Ryan Henry, Esq, Trustee | Legal | $36,000 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $31,151 |
| Segal Consulting | Consulting (pension) | $28,030 |
| Chevy Chase Trust | Trustee (individual), Trustee (institutional), Investment management fees (direct) | $26,274 |
| Bridgeway Benefit Technologies Llc | Recordkeeping | $25,534 |
| Compumail Corp | Other services | $16,966 |
| State Street Global Advisors Trust | Investment management fees (direct) | $11,414 |
| Reid & Riege, P.C. | Legal | $6,663 |
| Brigade Capital Management, Lp | Investment management, Investment management fees (indirect) | $0 |
| Ifm Investors Pty Ltd. | Investment management, Foreign entity, Investment management fees (indirect) | $0 |