AUMdb

Kansas Construction Trades Open End Pension Trust Fund

Sponsored by Kansas Construction Trades Open End Pension Trust Fund · EIN 486171387 · Plan #001

Total assets
$203M
Net assets
$202M
Active participants
768
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
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024
Siguler Guff Advisers Llc CRD 106788 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
Marquette Associates Investment advisory (plan), Investment management fees (direct) $195,000
Kbt Health & Welfare Recordkeeping, Direct payment from the plan $182,651
Federal Insurance Company Insurance agents and brokers $81,613
American Realty Advisors Investment management, Investment management fees (direct) $77,503
United Actuarial Services, Inc. Actuarial, Direct payment from the plan $71,159
Gary Muckenthaler Plan administrator, Direct payment from the plan $66,220
H.I.G Whitehorse Principal Lending Investment advisory (plan) $54,789
Mize Cpas Inc. Accounting, Direct payment from the plan $53,700
The Bank Of New York Mellon Investment management, Investment management fees (direct) $46,863
Midwest Institutional Trust Company Investment management, Investment management fees (direct) $26,618
Arnold Newbold Winter & Jackson Legal, Direct payment from the plan $24,684
Diamond Printing Other services, Direct payment from the plan $14,030
Bridgeway Benefit Technologies Claims processing $9,500
Bmo Harris Bank Custodial (other), Custodial (securities), Direct payment from the plan $9,423
Pgim Capital Partners Vi, L.P. Investment management, Investment management fees (direct) $8,552
The Cincinnati Insurance Company Insurance agents and brokers $6,761
Siguler Guff Advisers, Llc Investment management, Investment management fees (direct) $0