Plumbers Union Local No. 12 Pension
Sponsored by Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund · EIN 046023174 · Plan #001
- Total assets
- $429M
- Net assets
- $428M
- Active participants
- 1,516
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei | Custodial (securities), Investment management fees (direct) | $1,119,698 |
| Sei Structrued Credit Collective Fd | Investment management, Investment management fees (direct) | $438,210 |
| Asb Allegiance Real Estate Fund | Investment management, Investment management fees (direct) | $145,367 |
| Sei Global Private Assets V Fund | Investment management, Investment management fees (direct) | $110,763 |
| Sei Global Private Assets Vi Fund | Investment management, Investment management fees (direct) | $91,808 |
| Employee D | Employee (plan) | $81,385 |
| Bridgeway Benefit Technologies | Recordkeeping | $77,534 |
| Manzi & Associates | Accounting, Direct payment from the plan | $65,986 |
| Robert Cheverie | Legal, Direct payment from the plan | $53,259 |
| Cbiz | Actuarial, Consulting (pension), Direct payment from the plan | $47,000 |
| Sei Secondary Opportunity Fund | Investment management, Investment management fees (direct) | $36,654 |
| Mariner Institutional Llc | Consulting (general), Direct payment from the plan | $31,000 |
| Employee A | Employee (plan) | $29,260 |
| Sei Core Property Collective Fund | Investment management, Investment management fees (direct) | $22,917 |
| Employee C | Employee (plan) | $20,992 |
| Employee B | Employee (plan) | $12,668 |
| Printing Unlimited | Other services, Direct payment from the plan | $7,610 |
| Landmark Equity Advisors Llc | Investment management fees (indirect), Investment management | $0 |
| Afl Cio Housing Investment Trust | Investment management fees (indirect), Investment management | $0 |
| Multi Employer Property Trust | Investment management fees (indirect), Investment management | $0 |