I.U.O.E. Local 14 14 B Annuity Fund
Sponsored by Board Of Trustees I.U.O.E. Local 14 14 B Annuity Fund · EIN 136321935 · Plan #001
- Total assets
- $856M
- Net assets
- $855M
- Active participants
- 1,110
- With balances
- 1,632
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Gordon | Employee (plan), Direct payment from the plan | $274,021 |
| M. Monterroso | Employee (plan), Direct payment from the plan | $268,941 |
| R. Streeter | Employee (plan), Direct payment from the plan | $264,137 |
| M. Dunn | Employee (plan), Direct payment from the plan | $218,673 |
| D. Brown | Employee (plan), Direct payment from the plan | $211,644 |
| Schultheis & Panettieri, Llp | Accounting, Consulting (general), Direct payment from the plan | $200,397 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $113,500 |
| A. Davis | Employee (plan), Direct payment from the plan | $83,260 |
| E. Rabot | Employee (plan), Direct payment from the plan | $63,471 |
| E. Magallanes | Employee (plan), Direct payment from the plan | $63,368 |
| L. Lupfer | Employee (plan), Direct payment from the plan | $47,065 |
| Brady, Mcguire, & Steinberg, Pc | Legal, Direct payment from the plan | $44,823 |
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $30,413 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $26,931 |
| Cybersecop, Llc | Recordkeeping, Direct payment from the plan | $5,366 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |