Central States Joint Board And Allied Organizations Staff Pension Plan
Sponsored by Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan · EIN 363077317 · Plan #333 · Hillside, IL
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 20
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segall Bryant & Hamill, Llc | Investment management, Investment management fees (direct), Other commissions | $53,293 |
| Foundry Partners, Llc | Investment management fees (direct), Securities brokerage commissions | $39,220 |
| Chevy Chase Trust | Trustee (individual), Trustee (institutional), Investment management | $37,513 |
| Weaver & Tidwell, Llp | Accounting | $24,500 |
| Milliman, Inc. | Actuarial | $18,807 |
| Horizon Actuarial Services, Llc | Actuarial | $15,333 |
| Investment Performance Services Llc | Investment advisory (plan) | $8,774 |
| Amalgamated Bank Of Chicago | Custodial (securities), Investment management, Float revenue | $1,792 |