Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan
Sponsored by Bd Of Trts Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund · EIN 366550487 · Plan #001
- Total assets
- $84.3M
- Net assets
- $84.3M
- Active participants
- 85
- With balances
- 0
Plan year beginning 06/01/2024
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 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 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 |
|---|---|---|
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $99,402 |
| Segal | Actuarial | $47,848 |
| Reinhart Boerner Van Deuren, S.C. | Legal | $29,847 |
| Legacy Professionals Llp | Accounting | $17,275 |
| National Inv. Serv. Of America Llc | Investment management, Investment management fees (direct) | $10,673 |
| Loomis, Sayles, & Company | Investment management, Investment management fees (direct) | $9,270 |
| Marquette Associates Inc | Investment advisory (plan) | $9,167 |
| U.S. Bank National Association | Custodial (securities), Other services, Direct payment from the plan | $6,863 |
| Bny Mellon | Investment management, Investment management fees (direct), Other investment fees and expenses | $5,835 |