U.A. Plumbers 63 & Steamfitters 353 Joint Pension
Sponsored by Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund · EIN 376118084 · Plan #001
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 510
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Direct payment from the plan, Other investment fees and expenses, Investment advisory (plan) | $115,171 |
| Healthscope Benefits, Inc. | Plan administrator | $81,978 |
| The Segal Company (Midwest), Inc. | Consulting (pension), Actuarial | $61,141 |
| National Investment Services | Investment management fees (direct), Investment management | $26,328 |
| Romolo & Associates Llc | Accounting | $18,715 |