Pension And Retirement Plan Of Plumbers And Pipefitters Union Local 525
Sponsored by Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525 · EIN 886003864 · Plan #001
- Total assets
- $455M
- Net assets
- $455M
- Active participants
- 1,513
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rubinbrown Llp | Accounting | $449,394 |
| American Realty Advisors, Llc | Investment management fees (direct) | $390,199 |
| Brownstein Hyatt Farber Schreck Llp | Legal | $339,252 |
| Benesys Administrators | Contract administrator | $253,355 |
| Nis Of America, Llc | Investment management fees (direct) | $205,485 |
| Cheiron, Inc. | Actuarial, Consulting (pension) | $161,126 |
| Baron Capital Management, Inc. | Investment management fees (direct) | $124,761 |
| New England Pension Consultants | Investment advisory (plan) | $76,794 |
| Union Insurance Group | Insurance brokerage commissions | $63,088 |
| Midwest Institutional Trust Company | Custodial (securities) | $51,142 |
| Smart Source | Other services | $21,742 |
| Bmo Bank | Custodial (securities) | $17,006 |
| Iron Mountain Incorporated | Other services | $16,955 |
| Ua Local 525 | Other services | $8,365 |