Local 199 Laborers International Union Of North America Annuity Plan
Sponsored by Laborers Annuity Fund Local #199 Board Of Trustees · EIN 516168953 · Plan #002
- Total assets
- $8.5M
- Net assets
- $8.3M
- Active participants
- 545
- With balances
- 1,651
Plan year beginning 05/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Central Data Services, Inc. | Contract administrator | $71,221 |
| Stacey Braun Assoc. | Investment management, Soft dollars commissions | $24,675 |
| Markowitz & Richman | Legal | $18,971 |
| Belfint, Lyons & Shuman | Accounting | $16,475 |
| Pnc Bank | Custodial (securities) | $8,848 |
| Quan Vest Consultants, Inc. | Consulting (general) | $6,000 |
| Young Conaway Stargatt & Taylor Llp | Legal | $5,941 |