Union Individual Account Retirement Fund
Sponsored by The Board Of Trustees Of The Union Individual Account Retirement Fund · EIN 391318667 · Plan #002
- Total assets
- $309M
- Net assets
- $309M
- Active participants
- 3,756
- With balances
- 3,698
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Sales loads, Sub-transfer agency fees | $212,467 |
| Benefits Management Group, Inc. | Contract administrator, Direct payment from the plan | $161,448 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $155,916 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $115,257 |
| Reinhart Boerner Van Deuren Sc | Legal, Direct payment from the plan | $90,848 |
| Bentallgreenoak | Investment management, Investment management fees (direct) | $87,521 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct) | $76,558 |
| Ifm Global Infrastructure, L.P. | Investment management, Investment management fees (direct) | $67,779 |
| Income Research & Management | Investment management, Investment management fees (direct) | $66,493 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Matrix Trust Company | Trustee (institutional), Direct payment from the plan | $32,676 |
| Combined Crafts Statewide | Accounting, Direct payment from the plan | $27,866 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $24,380 |