American Postal Workers Union Health Plan Management Staff Pension Plan
Sponsored by American Postal Workers Union, Afl Cio Health Plan · EIN 520940594 · Plan #002
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 74
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willistowerswatson | Actuarial, Consulting (pension), Direct payment from the plan | $59,742 |
| Segal Marco Advisors | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $44,833 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $32,240 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $27,223 |