Insulators Local No. 2 Pension Plan
Sponsored by Board Of Trustees Insulators Local No. 2 Pension Plan · EIN 236030054 · Plan #001
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 421
- 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 |
|---|---|---|
| Systematic Financial Management Lp CRD 106146 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | fuzzy_auto · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 95% | 2024 |
| Gridiron Partners, Llc CRD 300920 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Systematic Financial Mgmt, L.P. | Investment management, Investment management fees (direct), Soft dollars commissions | $160,805 |
| Foundry Partners | Investment management, Investment management fees (direct) | $115,369 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (indirect) | $100,985 |
| Central Data Services, Inc. | Contract administrator | $95,220 |
| Ifm Investors Pty Ltd. | Investment management fees (indirect), Investment management, Foreign entity | $91,502 |
| Atlanta Capital Management | Investment management fees (direct) | $87,365 |
| Intercontinental Real Estate Corp. | Investment management fees (indirect), Investment management, Foreign entity | $75,077 |
| The Prudential Insurance Company Of | Investment management, Investment management fees (direct), Soft dollars commissions | $70,923 |
| Johnston Asset Management | Investment management, Investment management fees (direct) | $70,088 |
| Mariner Institutuional Llc | Investment advisory (plan) | $65,000 |
| Newtower Trust Company | Investment management, Investment management fees (indirect) | $61,486 |
| Pnc Bank Na | Custodial (securities), Float revenue, Soft dollars commissions | $55,657 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $50,989 |
| Boyd Waterson Asset Management, Llc | Investment management, Investment management fees (indirect) | $46,588 |
| Meyer,Unkovic & Scott | Legal | $39,054 |
| C.S. Mckee, L.P. | Investment management, Investment management fees (direct), Soft dollars commissions | $34,976 |
| Diclaudio & Kramer, Llc | Accounting | $31,720 |
| Foster & Foster, Inc. | Actuarial | $29,200 |
| Gridiron Partners, Llc | Investment management, Investment management fees (direct) | $13,183 |
| Segal Select Insurance Services,Inc | Insurance brokerage commissions | $0 |