Arizona Laborers & Teamsters Annuity Plan
Sponsored by Board Of Trustees Arizona Laborers & Teamsters Annuity Plan · EIN 866084210 · Plan #002 · Phoenix, AZ
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 2,566
- With balances
- 2,566
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southwest Service Administrators | Contract administrator | $94,178 |
| Jp Morgan Investment Management | Investment management fees (direct), Direct payment from the plan, Investment management | $76,291 |
| Verus Advisors Inc | Consulting (pension) | $55,000 |
| Baldwin Moffitt Behm Llp | Accounting | $27,082 |
| Segal Select Insurance Services | Insurance brokerage commissions | $26,855 |
| Panagora Asset Management | Investment management | $19,021 |
| Weinberg, Roger And Rosenfeld | Legal | $18,000 |
| Spencer Fane Llp | Legal | $18,000 |
| Us Bank National Association | Custodial (securities) | $17,446 |
| The Segal Company | Consulting (pension) | $15,100 |