Wellstar Health System, Inc. Pension Plan
Sponsored by Wellstar Health System, Inc. · EIN 581649541 · Plan #003
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 10,556
- 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 |
|---|---|---|
| Fiera Capital Inc. CRD 113638 | fuzzy_auto · 95% | 2024 |
| Richmond Capital Advisors Llc CRD 327060 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon | Actuarial, Recordkeeping | $1,600,961 |
| Eagle Capital | Investment management, Investment management fees (direct) | $1,502,858 |
| London Company | Investment management, Investment management fees (direct) | $904,522 |
| Westfield | Investment management, Investment management fees (direct) | $735,907 |
| Fiera Capital (Apex) | Investment management | $714,900 |
| Natixis Loomis | Actuarial, Recordkeeping | $666,761 |
| Comerica | Trustee (institutional), Direct payment from the plan | $596,614 |
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping | $545,760 |
| Fci Capital | Investment management, Investment management fees (direct) | $489,915 |
| Ubs | Investment advisory (plan), Direct payment from the plan | $363,258 |
| Richmond Capital | Investment management, Investment management fees (direct) | $304,860 |
| Hamlin | Investment management, Investment management fees (direct) | $267,458 |
| Milliman | Actuarial, Recordkeeping | $14,576 |