Cottage Health Pension Plan
Sponsored by Cottage Health · EIN 770431902 · Plan #001
- Total assets
- $890M
- Net assets
- $886M
- Active participants
- 3,796
- 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 |
|---|---|---|
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Investment Management Inc | Investment management, Investment management fees (direct) | $2,951,969 |
| Willis Towers Watson Us Llc | Actuarial, Account maintenance fees, Direct payment from the plan | $767,953 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $247,880 |
| Advent International Gpe X C Limite | Investment management, Investment management fees (direct) | $185,848 |
| Stgvi A, L.P | Investment management, Investment management fees (direct) | $153,365 |
| Mill Point Capital Partners Ii A | Investment management, Investment management fees (direct) | $121,522 |
| Frontec Xii Private Capital (Parall | Investment management, Investment management fees (direct) | $100,641 |
| Unicorn Partners Fund Iv Lp | Investment management, Investment management fees (direct) | $59,904 |
| 5 Y Capital Evolution | Investment management, Investment management fees (direct) | $59,285 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $56,300 |
| Emk Capital Partners Ii B, Lp | Investment management, Investment management fees (direct) | $54,533 |
| Pontifax Global Food And Agricultur | Investment management, Investment management fees (direct) | $50,825 |
| Dalfen Last Mile Industrial Fund Iv | Investment management, Investment management fees (direct) | $49,828 |
| Bain Capital Fund Xiii, Lp | Investment management, Investment management fees (direct) | $41,200 |
| 5 Y Capital Growth | Investment management, Investment management fees (direct) | $40,996 |
| Thoma Bravo Fund Xiv A, Lp | Investment management, Investment management fees (direct) | $32,241 |
| Bond Ii, Lp | Investment management, Investment management fees (direct) | $26,538 |
| Reams Asset Management | Investment management, Investment management fees (direct) | $18,907 |
| Unicorn Partners Fund Iii, Lp | Investment management, Investment management fees (direct) | $16,455 |
| Income Research & Mgmt. Inc | Investment management, Investment management fees (direct) | $12,315 |
| Aea Investors Sbf Iv Lp | Investment management, Investment management fees (direct) | $11,833 |
| Klcp Offshore Fund Lp | Investment management, Investment management fees (direct) | $10,000 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct) | $8,683 |
| Ocean Avenue Fund Iv Cayman, Lp | Investment management, Investment management fees (direct) | $5,739 |