Local Union 786 Building Material Pension Fund
Sponsored by Trustees Of Local Union 786 Ibt Material Pension · EIN 516067400 · Plan #001
- Total assets
- $394M
- Net assets
- $394M
- Active participants
- 992
- 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 |
|---|---|---|
| Riverbridge Partners Llc CRD 108074 | deterministic · 100% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 99% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| One Rock Capital Partners, Llc CRD 160972 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Investment advisory (plan) | $217,833 |
| Jeffrey Hoff | Employee (plan) | $207,138 |
| Riverbridge Partners, Llc | Investment management, Investment management fees (indirect), Soft dollars commissions | $141,403 |
| Rosanne Lacalamita | Employee (plan) | $139,400 |
| Pgim Investments | Investment management, Soft dollars commissions, Investment management fees (direct) | $129,815 |
| Silvercrest Asset Management Group | Investment management, Investment management fees (indirect), Soft dollars commissions | $129,617 |
| Bridgeway Benefit Technologies | Consulting (general) | $118,786 |
| The Northern Trust Co. | Custodial (securities), Float revenue, Named fiduciary | $95,500 |
| Segal Consulting | Actuarial | $93,416 |
| Legacy Professionals | Accounting, Recordkeeping | $77,018 |
| Laner Muchin | Legal | $76,483 |
| Western Asset Mamagement | Investment management, Investment management fees (direct) | $74,103 |
| Christine Uson | Employee (plan) | $70,907 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $53,120 |
| Mary Delaney Ceretto | Employee (plan) | $49,370 |
| Tracy Vari | Employee (plan) | $44,643 |
| One Rock Capital Partners | Investment management, Investment management fees (direct) | $41,761 |
| Lasalle Consulting Partners, Inc. | Consulting (general) | $19,382 |
| Melody Orozco | Employee (plan) | $18,876 |
| The Berwyn Group | Recordkeeping | $12,886 |
| Steven Warnke | Trustee (individual) | $12,227 |
| Bmo Harris Bank | Custodial (securities), Investment management fees (direct), Named fiduciary | $11,632 |
| State Street | Investment management, Investment management fees (direct) | $10,019 |
| Burke, Burns, & Pinelli Ltd | Legal | $8,173 |
| Eddie Rizzo | Trustee (individual) | $5,492 |
| Elite Administration | Insurance agents and brokers, Insurance brokerage commissions | $0 |