Local 295 I.B.T. Employer Group Pension Trust Fund
Sponsored by Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund · EIN 116172155 · Plan #001
- Total assets
- $640M
- Net assets
- $640M
- Active participants
- 1,494
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 97% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savasta And Company, Inc. | Actuarial, Contract administrator, Direct payment from the plan | $533,781 |
| Columbia Management Investment Adv. | Investment management, Investment management fees (direct), Soft dollars commissions | $331,172 |
| Jennison Associates | Investment management, Investment management fees (direct), Investment management fees (indirect) | $246,771 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $219,996 |
| Quan Vest Consultants, Inc. | Investment advisory (plan), Direct payment from the plan | $105,000 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $102,753 |
| Western Asset Management | Investment management, Investment management fees (direct) | $92,475 |
| Morgan, Lewis & Bockius, Llp | Legal, Direct payment from the plan | $89,060 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $54,712 |
| Us Bank, Na | Direct payment from the plan | $42,158 |
| Pitta, Llp | Legal, Direct payment from the plan | $34,740 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan | $33,183 |
| Schultheis & Panettieri | Accounting, Direct payment from the plan | $9,576 |
| Maxon Company | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |