Local Union 1158 I.B.E.W. Pension Fund Pa
Sponsored by Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund Pa · EIN 232009068 · Plan #001
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 0
- With balances
- 0
Plan year beginning 11/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions Inc | Contract administrator, Direct payment from the plan | $132,370 |
| Carella,Byrne,Cecchi,Olstein,Brody | Legal, Direct payment from the plan | $55,601 |
| The Segal Company | Actuarial, Direct payment from the plan | $55,263 |
| Morgan Stanley Graystone Consulting | Investment management, Direct payment from the plan | $24,338 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $20,600 |
| Wcm Investment Management | Investment management, Investment management fees (direct), Soft dollars commissions | $16,379 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Securities brokerage, Other investment fees and expenses | $15,293 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $12,654 |
| Pnc Bank, Na | Recordkeeping, Direct payment from the plan | $9,059 |
| Susanin, Widman & Brennan, Pc | Legal, Direct payment from the plan | $5,124 |