Memorial Hermann Pension Plan
Sponsored by Memorial Hermann Health System · EIN 741152597 · Plan #001 · Houston, TX
- Total assets
- $650M
- Net assets
- $648M
- Active participants
- 5,208
- 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 |
|---|---|---|
| Jacobs Levy Equity Management Inc CRD 107022 | deterministic · 100% | 2024 |
| Harvey Partners, Llc CRD 160681 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial | $1,388,926 |
| Locust Wood | Investment management | $252,709 |
| Northern Trust Company | Trustee (directed) | $248,247 |
| Conner, Clark & Lunn Invest Mgmt | Accounting | $141,260 |
| Mcconnell & Jones Lllp | Accounting | $43,550 |
| Seyfarth Shaw Llp | Legal | $32,417 |
| Jacobs Levy Equity Management Inc | Investment management | $24,938 |
| Pacific Ridge | Accounting | $22,134 |
| Montrusco | Investment management | $21,407 |
| The Bank Of New York | Investment management | $15,726 |
| Harvey Partners Llc | Investment management | $13,128 |
| Putnam | Investment management | $7,633 |