I.B.E.W. Pacific Coast Pension Fund
Sponsored by Board Of Trustees Of The I.B.E.W. Pacific Coast Pension Fund · EIN 946128032 · Plan #001
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 905
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| A.W. Rehn & Associates, Inc. | Contract administrator, Recordkeeping, Copying and duplicating | $305,438 |
| Milliman, Inc | Actuarial, Consulting (pension), Direct payment from the plan | $188,838 |
| Panagora Asset Management, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $161,874 |
| Versus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $102,500 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $63,197 |
| Turner Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $58,112 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $23,967 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $20,988 |
| Us Bank, Na | Trustee (institutional), Direct payment from the plan, Float revenue | $20,524 |
| Washington Trust Bank | Custodial (other), Direct payment from the plan | $6,491 |
| Ifm Investors Pty Ltd. | Investment management fees (indirect) | $0 |
| Hamilton Lane Pe Fund Viii, Lp | Investment management fees (indirect) | $0 |
| J.B. Nibley Insurance, Inc. | Insurance brokerage commissions | $0 |