Highmark Retirement Plan
Sponsored by Highmark Health · EIN 453674900 · Plan #333
- Total assets
- $3.1B
- Net assets
- $3.0B
- Active participants
- 12,825
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | fuzzy_auto · 94% | 2024 |
| Diamond Hill Capital Management, Llc CRD 110638 | fuzzy_auto · 96% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 95% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 93% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $2,294,442 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (institutional), Investment management | $1,463,186 |
| Pacific Investment Management | Investment management, Direct payment from the plan | $1,136,172 |
| Barrow, Hanley, Mewhinney | Investment management, Direct payment from the plan | $1,068,757 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan | $969,676 |
| Mercer (Us), Inc. | Actuarial, Direct payment from the plan | $648,150 |
| The Silchester International | Investment management, Direct payment from the plan | $553,170 |
| Diamond Hill Capital Mgmt | Investment management, Direct payment from the plan | $277,183 |
| Walter Scott & Partners Ltd | Custodial (securities), Investment management, Direct payment from the plan | $261,835 |
| Nepc, Llc | Investment management, Direct payment from the plan | $199,898 |
| Wellington Management Company | Investment management, Direct payment from the plan | $118,516 |
| Newton Investment Management | Investment management, Direct payment from the plan | $99,271 |
| Hood River Capital Management | Investment management, Direct payment from the plan | $85,962 |
| Reed Smith Llp | Legal, Direct payment from the plan | $78,951 |
| Chartwell Invest Partners Lc | Investment management, Direct payment from the plan | $67,558 |
| Federated Investors | Investment management, Direct payment from the plan | $63,619 |
| Schafer Cullen | Investment management, Direct payment from the plan | $63,552 |
| J.P. Morgan Investment | Investment management, Direct payment from the plan | $57,433 |
| Dodge & Cox | Investment management, Direct payment from the plan | $24,179 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $19,700 |
| John Hancock | Contract administrator, Direct payment from the plan | $13,001 |
| Highroads, Inc | Investment management, Direct payment from the plan | $5,150 |