Ibew Local 150 Pension Plan
Sponsored by Trustees Under Ibew Local 150 Pension Fund · EIN 366140629 · Plan #001 · Lexington, KY
- Total assets
- $273M
- Net assets
- $272M
- Active participants
- 670
- 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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
| Reinhart Partners, Llc CRD 106432 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services, Llc | Investment management, Investment management fees (direct) | $122,340 |
| Strategic Capital Investment Adviso | Investment advisory (plan) | $70,833 |
| Reinhart Boerner Van Deuren S.C. | Legal | $65,581 |
| Northern Trust Company | Custodial (securities), Investment management fees (indirect) | $43,454 |
| United Health Care / Umr | Plan administrator | $42,209 |
| United Actuarial Services, Inc | Actuarial | $39,950 |
| Tic International Corp | Plan administrator | $39,342 |
| Calibre Cpa Group, Pllc | Accounting | $28,417 |
| Reinhart Partners, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $18,000 |