U.A. Plumbers & Steamfitters Local 22 Pension Fund
Sponsored by U.A. Plumbers & Steamfitters Local 22 Pension Fund · EIN 160920434 · Plan #001 · West Seneca, NY
- Total assets
- $289M
- Net assets
- $289M
- Active participants
- 851
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Federated Investment Counseling CRD 105325 | fuzzy_auto · 98% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust | Custodial (securities), Direct payment from the plan, Float revenue | $116,866 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Securities brokerage, Securities brokerage commissions | $113,696 |
| Systematic Financial Management | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $112,317 |
| Federated Investment Consulting | Investment management, Direct payment from the plan, Soft dollars commissions | $66,883 |
| Manning & Napier Advisors Llc | Investment management, Direct payment from the plan | $66,841 |
| Usi Consulting Group | Actuarial, Direct payment from the plan | $43,100 |
| Blitman & King Llp | Legal, Direct payment from the plan | $42,218 |
| Tronconi Segarra & Associates, Llp | Accounting, Direct payment from the plan | $26,125 |
| Jbm Computer Consultants | Recordkeeping, Direct payment from the plan | $11,823 |
| Pca Technology Group Inc. | Recordkeeping, Direct payment from the plan | $7,359 |
| Segal Advisors | Other services, Direct payment from the plan | $6,500 |