Idaho Operating Engineers Employers Pension Plan
Sponsored by Idaho Operating Engineers Employers Pens · EIN 916075538 · Plan #001 · Spokane, WA
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 625
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Versor Investments Lp CRD 171663 | fuzzy_auto · 96% | 2024 |
| Fiera Capital Inc. CRD 113638 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin Services | Accounting, Claims processing, Contract administrator | $261,953 |
| Milliman | Actuarial, Direct payment from the plan | $222,189 |
| Washington Capital Management | Investment management fees (direct), Investment management | $151,515 |
| Aristotle Capital Management | Investment management, Investment management fees (direct) | $88,391 |
| Delaware Investments | Investment management fees (direct), Investment management | $75,356 |
| Slc Management | Investment management fees (direct), Investment management | $61,295 |
| Verus Investments | Investment advisory (plan), Direct payment from the plan | $54,500 |
| Fiera Capital | Investment management, Investment management fees (direct) | $52,415 |
| Loomis | Investment management fees (direct), Investment management | $42,408 |
| Turner, Stoeve & Gagliardi | Legal, Direct payment from the plan | $39,788 |
| Marsh And Mclennan Agency | Insurance agents and brokers, Insurance services, Direct payment from the plan | $33,884 |
| U.S. Bank | Custodial (securities), Direct payment from the plan | $29,335 |
| Anastasi Moore & Martin | Accounting, Direct payment from the plan | $16,704 |