United Industrial Workers Pension Plan
Sponsored by Board Of Trustees United Industrial Work · EIN 116106805 · Plan #002
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 1,246
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $592,190 |
| Seafarers Vacation Fund | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $156,603 |
| Basil Castrovinci Associates Inc | Actuarial, Direct payment from the plan | $56,796 |
| United Industrial Workers Of N.A. | Other services, Direct payment from the plan | $49,486 |
| Weaver And Tidwell, Llp | Direct payment from the plan | $41,724 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses, Other services | $10,330 |
| Seafarers International Union Agliw | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $7,661 |