Chicago Area Ib Of T Pension Trust Fund
Sponsored by Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund · EIN 362407063 · Plan #001 · Downers Grove, IL
- Total assets
- $373M
- Net assets
- $372M
- Active participants
- 439
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 94% | 2024 |
| Strategic Capital, Inc. CRD 291025 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Investment management, Investment management fees (direct) | $165,874 |
| Laner Muchin | Legal | $117,080 |
| Washington Capital | Investment management, Investment management fees (direct) | $114,338 |
| Cheiron | Actuarial | $107,426 |
| Strategic Capital | Investment advisory (plan) | $100,000 |
| Laura Caballero | Employee (plan) | $98,642 |
| Dowd, Bloch & Bennett | Legal | $92,486 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $82,289 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $79,038 |
| Amy Hertz | Employee (plan) | $73,663 |
| Denise Lukaszewski | Employee (plan) | $40,801 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $28,441 |
| Thomas Stiede | Employee (plan) | $27,507 |
| Comerica Bank | Custodial (securities), Other services, Shareholder servicing fees | $20,500 |
| Bridgeway Benefit Technologies | Recordkeeping | $19,046 |
| Amalgamated Bank | Custodial (securities), Other services, Float revenue | $9,965 |
| Michael G. Philipp P.C. | Trustee (discretionary) | $7,002 |
| Gallagher | Other commissions | $0 |