Local Union No. 124 I. B. E. W. Pension Trust Fund
Sponsored by Ibew Local Union No. 124 Pension Trust Fund · EIN 430817626 · Plan #001
- Total assets
- $384M
- Net assets
- $382M
- Active participants
- 2,514
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Systematic Financial Management Lp CRD 106146 | fuzzy_auto · 96% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 96% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Financial Counselors Inc CRD 106398 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Partners Group Ag CRD 162791 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grosvenor Institutional Partners, L | Investment management, Investment management fees (direct) | $334,290 |
| Siguler Guff & Company Lp | Investment management, Investment management fees (direct) | $314,900 |
| Systematic Financial Mgmt, Lp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $287,335 |
| Ibew Benefit Center | Contract administrator, Recordkeeping, Direct payment from the plan | $193,946 |
| New Tower Advisors | Custodial (other), Investment management fees (direct) | $183,827 |
| Loomis, Sayles & Co, Lp | Investment management, Investment management fees (direct) | $107,619 |
| Arnold, Newbold, Sollars & Hollins | Legal, Direct payment from the plan | $98,657 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $87,786 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $83,296 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $73,522 |
| Fci Advisors | Investment management, Investment management fees (direct) | $69,164 |
| Mesirow | Investment management, Investment management fees (direct) | $67,183 |
| Brotherhood Bank And Trust | Custodial (other), Custodial (securities), Direct payment from the plan | $59,198 |
| Partners Group | Investment management, Investment management fees (direct) | $44,321 |
| Segal Select Insurance Services | Direct payment from the plan, Insurance brokerage commissions | $41,918 |
| Bridgeway Benefit Technologies | Contract administrator, Direct payment from the plan | $39,166 |
| Hamilton Lane Advisors Llc | Investment management, Investment management fees (direct) | $29,147 |
| Rubinbrown, Llp | Accounting, Direct payment from the plan | $25,150 |
| Construction Benefits Audit Corp | Accounting, Direct payment from the plan | $13,959 |
| Umb | Custodial (other), Direct payment from the plan, Other fees | $5,272 |