Local 966 Pension Plan
Sponsored by Board Of Trustees Of Local 966 Pension Plan · EIN 132640882 · Plan #001
- Total assets
- $68.8M
- Net assets
- $68.7M
- Active participants
- 41
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Inc | Contract administrator, Direct payment from the plan | $130,259 |
| Milliman Usa, Inc. | Actuarial, Direct payment from the plan | $88,480 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Cohen Weiss And Simon | Legal, Direct payment from the plan | $30,857 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $23,602 |
| Amalgamated Bank Of New York | Investment management, Other services, Investment management fees (direct) | $22,048 |
| John Omeara | Trustee (individual), Direct payment from the plan | $12,500 |