Carleton University Retirement Plan S1 S 5 B6
EIN 980038349 · 501(c)(3) · Public charity · Canada · recognized 1978
- Assets
- $1.3B
- Revenue
- $119M
- Expenses
- $70.1M
- Investment income
- $180M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Mfs Institutional Advisors Inc. CRD 107144 | fuzzy_auto · 97% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Mfs Institutional Investors | Investment management | $759,322 |
| Ab | Investment management | $723,842 |
| State Street Global Advisors | Investment management | $452,539 |
| Brandes | Investment management | $703,040 |
| Phn | Investment management | $540,238 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Andrew Urquhart | Chair | $0 | $149,925 |
| Randall Germain | Pension committee member | $0 | $0 |
| James Simpson | Pension committee member | $0 | $0 |
| Kevin Mann | Pension committee member | $0 | $0 |
| Chad Burns | Pension committee member | $0 | $0 |
| Duane Mc Nair | Pension committee member | $0 | $0 |
| Mohamedou Ould Mohamed Abdel Haye | Pension committee member | $0 | $0 |
| Susan Mingie | Pension committee member | $0 | $0 |