Premera Pension Equity Plan
Sponsored by Premera · EIN 911662324 · Plan #001
- Total assets
- $446M
- Net assets
- $445M
- Active participants
- 2,755
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Burgundy Asset Management Ltd. CRD 114317 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Capital Investment Advisors, Llc CRD 158055 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $495,110 |
| Willis Towers Watson Us Llc | Actuarial, Plan administrator, Consulting (pension) | $356,179 |
| Jpmorgan Chase Bank, N.A. | Investment management, Investment management fees (direct), Direct payment from the plan | $331,436 |
| Burgundy Asset Management Ltd. | Investment management, Investment management fees (direct) | $198,457 |
| Silchester International Investors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $191,405 |
| The Bank Of New York Mellon Trst Co | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $159,836 |
| Wellington Trust | Investment management, Investment management fees (direct), Soft dollars commissions | $124,662 |
| Legal & General Inv Mgmt America | Investment management, Investment management fees (direct) | $60,320 |
| Cardinal Investment Advisors | Consulting (general), Consulting (pension), Direct payment from the plan | $46,302 |