International Union Of Operating Engineers Local 14 14 B Pension Fd
Sponsored by Board Of Trustees I.U.O.E. Local 14 14 B Pension Fund · EIN 112392157 · Plan #001
- Total assets
- $356M
- Net assets
- $351M
- Active participants
- 860
- 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 |
|---|---|---|
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Trust Company, Na | Investment management, Investment management fees (direct), Soft dollars commissions | $207,622 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $141,090 |
| Allspring Global Investments | Investment management, Investment management fees (direct) | $140,931 |
| Schultheis & Panettieri, Llp | Accounting, Recordkeeping, Direct payment from the plan | $120,113 |
| The Segal Company (Eastern States) | Actuarial, Direct payment from the plan | $105,392 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $68,250 |
| Brady, Mcguire & Steinberg, Pc | Legal, Direct payment from the plan | $40,661 |
| Wilmington Trust | Custodial (securities), Direct payment from the plan, Float revenue | $33,371 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $17,329 |
| Cunningham & Cunningham Llp | Legal, Direct payment from the plan | $14,314 |
| Kauff, Mcguire & Margolis, Llp | Legal, Direct payment from the plan | $14,314 |
| Cybersecop, Llc | Recordkeeping, Direct payment from the plan | $7,386 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |