Pennsylvania State Education Association Pension Plan
Sponsored by Pennsylvania State Education Assoc · EIN 230961125 · Plan #001
- Total assets
- $310M
- Net assets
- $310M
- Active participants
- 259
- 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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $104,915 |
| Loomis Sayles Trust Company, Llc | Investment management fees (direct) | $99,280 |
| Aon Investments Usa Inc. | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $82,150 |
| Blackrock Inst Trust Company, N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $77,733 |
| Prudential Insurance Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $62,749 |
| Western Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $53,767 |
| Jp Morgan Chase Bank, N.A. | Trustee (discretionary), Investment advisory (plan), Investment management | $48,865 |
| Kpmg Llp | Accounting, Direct payment from the plan | $37,000 |
| Pnc Bank | Custodial (securities), Direct payment from the plan | $23,983 |
| Gunn Mowery, Llc | Insurance services, Direct payment from the plan | $17,327 |
| Bredhoff And Kaiser | Legal, Direct payment from the plan | $5,843 |