Heating, Piping And Refrigeration Pension Fd Pension Fund
Sponsored by Bd Of Tees Heating, Piping & Refrigeration Pension Fund · EIN 521058013 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 5,962
- 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 |
|---|---|---|
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles And Company | Investment management fees (direct), Soft dollars commissions | $665,527 |
| Wpas, Inc. | Contract administrator, Direct payment from the plan | $627,037 |
| Wcm Investment Management, Llc | Investment management fees (direct), Soft dollars commissions | $617,638 |
| Wedge Capital Management | Investment management fees (direct), Soft dollars commissions | $533,138 |
| National Investment Services | Investment management fees (direct) | $532,316 |
| New Tower Trust Company | Investment management fees (direct) | $373,756 |
| Chevy Chase Trust | Investment management fees (direct) | $311,412 |
| Shenkman Capital Management | Investment management fees (direct) | $309,583 |
| Crescent Credit Solutions Viiia 2 | Investment management | $277,092 |
| Nb Alternatives Advisors Llc | Investment management fees (indirect), Other fees | $253,419 |
| Systematic Financial Management | Investment management fees (direct), Soft dollars commissions | $213,624 |
| Jp Morgan Chase Bank, Ntl Assoc | Investment management, Investment advisory (plan), Trustee (discretionary) | $211,293 |
| Sit Fixed Income Advisors Ii, Llc | Securities brokerage commissions, Investment management fees (direct) | $199,922 |
| Eagle Asset Management | Investment management, Soft dollars commissions | $197,537 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $197,050 |
| The Segal Company, Inc | Actuarial | $194,824 |
| Western Asset Management Company | Investment management fees (direct) | $139,663 |
| O'donoghue And O'donoghue, Llp | Legal | $138,474 |
| Pennantpark Investment Advisors | Investment management fees (direct) | $135,313 |
| Hamilton Lane Strategic Opp 2018 Gp | Investment management fees (indirect) | $120,375 |
| Blackstone Real Estate | Investment management, Investment management fees (indirect) | $111,487 |
| M&T Bank | Custodial (securities), Float revenue | $100,140 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $91,924 |
| Sarfino And Rhoades, Llp | Accounting | $73,955 |
| Blue Owl Gpsc Advisors Llc | Investment management fees (indirect), Other fees | $66,233 |
| Crescent Mezzanine Partners Viib | Investment management | $65,416 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $62,872 |
| Hubbard Radio | Other services | $49,077 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $15,703 |
| Novak Francella, Llc | Accounting | $7,951 |
| Proxyvote Plus | Other services | $6,750 |
| Crescent Mezzanine Partners Vib | Investment management | $2,097 |