Laborers District Council Of W Pa Pension Fund
Sponsored by Laborers District Council Of W Pa Pension Fund Board Of Trustees · EIN 256135576 · Plan #001
- Total assets
- $948M
- Net assets
- $947M
- Active participants
- 6,572
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 93% | 2024 |
| Victress Capital, Llc CRD 301280 | fuzzy_auto · 94% | 2024 |
| Calamos Advisors Llc CRD 105758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Laborers Combined Funds | Plan administrator, Direct payment from the plan | $2,268,571 |
| Silchester Intern'l Investors Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $534,438 |
| J.P. Morgan Investment Management | Investment management, Investment advisory (plan), Direct payment from the plan | $284,819 |
| Bnymellon | Investment management, Direct payment from the plan, Recordkeeping fees | $192,610 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Consulting fees | $178,000 |
| Prudential Real Estate Investors | Investment management, Investment management fees (direct) | $158,519 |
| Acrisure, Llc | Consulting (general), Direct payment from the plan, Consulting fees | $156,000 |
| Rhumbline Advisors Limited | Investment management, Investment management fees (direct) | $142,909 |
| Ares Special Opportunities Fund | Investment management, Investment management fees (direct) | $141,958 |
| Boyd Watterson | Investment management, Investment management fees (direct) | $121,857 |
| Chartwell Investment Partners Inc | Investment management, Investment management fees (direct) | $92,739 |
| Acrisure, Llc (Beckerman & Co) | Insurance brokerage commissions | $90,567 |
| Blackstone Tactical Opp Fund Iv Lp | Investment management, Investment management fees (direct) | $88,309 |
| Goehring Rutter & Boehm | Legal, Direct payment from the plan | $81,816 |
| Us Real Estate Investment Fund Llc | Investment management, Investment management fees (direct) | $59,435 |
| Pnc Advisors | Investment management, Investment management fees (direct), Other investment fees and expenses | $44,686 |
| Howard Grossinger | Legal, Direct payment from the plan | $43,599 |
| Ullico Investment Company | Investment management, Investment management fees (direct) | $43,403 |
| Victory Capital | Investment management, Investment management fees (direct) | $39,770 |
| Wodarczyk & Associates, Llc | Legal, Direct payment from the plan | $33,867 |
| Calamos Advisors Llc | Investment management, Investment management fees (direct) | $30,808 |
| Ardian Sec Ix Lp | Investment management, Investment management fees (direct) | $28,942 |
| Sisterson & Company Llp | Accounting, Direct payment from the plan | $28,730 |
| Pension Benefit Information, Llc | Recordkeeping, Other services | $28,068 |
| Nccmp | Consulting (pension), Other services | $6,000 |