I.B.E.W. Local 769 Management Pension Plan A
Sponsored by Board Of Trustees I.B.E.W. Local 769 Mgmt Pension Plan A · EIN 866049763 · Plan #001 · Troy, MI
- Total assets
- $230M
- Net assets
- $228M
- Active participants
- 1,349
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onsager, Werner & Oberg, Plc | Legal, Direct payment from the plan | $176,631 |
| Solxsys Administrative Solution Llc | Contract administrator, Accounting, Participant communication | $153,656 |
| Berry & Co., Cpa's, Ltd | Accounting, Direct payment from the plan | $141,342 |
| Segal Marco Advisors | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $101,164 |
| Cheiron, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $94,055 |
| Wellington Trust Company, N.A. | Investment management, Investment management fees (direct) | $80,209 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $75,436 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (direct) | $49,408 |
| Amalgamated Bank Of Chicago | Custodial (securities), Trustee (institutional), Float revenue | $0 |