Arizona Laborers & Teamsters Pension Trust Fund
Sponsored by Board Of Trustees Arizona Laborers & Teamsters Pension Trust Fund · EIN 866084210 · Plan #001 · Phoenix, AZ
- Total assets
- $45.2M
- Net assets
- $45.1M
- Active participants
- 0
- 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 |
|---|---|---|
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southwest Service Administrators | Contract administrator, Copying and duplicating | $222,400 |
| Jpmorgan Asset Mgt | Investment management | $79,431 |
| Verus Advisors, Inc | Investment advisory (plan), Consulting (pension) | $75,000 |
| The Segal Company | Actuarial | $60,146 |
| Us Bank National Association | Custodial (securities) | $28,605 |
| Segal Select Insurance Services | Insurance brokerage commissions | $26,155 |
| Spencer Fane Llp | Legal | $25,420 |
| Baldwin Moffitt Behm Llp | Accounting | $24,582 |
| Weinberg, Roger And Rosenfeld | Legal | $24,000 |
| Letterstream | Copying and duplicating | $23,522 |
| Panagora Asset Management, Inc | Investment management | $17,782 |