Pipefitters Local 636 Defined Benefit Pension Fund
Sponsored by Pipefitters Local No 636 Defined Benefit Pension Fund · EIN 383009873 · Plan #001
- Total assets
- $489M
- Net assets
- $488M
- Active participants
- 1,381
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Direct payment from the plan, Copying and duplicating, Consulting (general) | $312,616 |
| Strome Actuarial Services Llc | Direct payment from the plan, Actuarial | $132,954 |
| Nepc Llc | Direct payment from the plan, Investment advisory (plan) | $90,000 |
| Loomis Sayles & Company | Direct payment from the plan, Soft dollars commissions, Investment management fees (direct) | $75,917 |
| Asher Kelly | Direct payment from the plan, Legal | $74,775 |
| Comerica Bank | Direct payment from the plan, Shareholder servicing fees, Investment management fees (direct) | $56,442 |
| Jpmorgan | Direct payment from the plan, Investment management fees (direct), Investment management | $31,039 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $28,100 |
| American Graphics Printing Inc. | Direct payment from the plan, Copying and duplicating | $17,070 |
| Nickel & Saph, Inc | Direct payment from the plan, Insurance services, Insurance agents and brokers | $10,058 |
| United Actuarial Services, Inc | Direct payment from the plan, Consulting (pension), Consulting (general) | $7,527 |