The Legacy Plan Of The Unite Here Retirement Fund
Sponsored by Board Of Trustees Legacy Plan Of The Unite Here Retirement Fund · EIN 820994119 · Plan #001
- Total assets
- $609M
- Net assets
- $601M
- Active participants
- 16,770
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Employee Benefits Admin | Contract administrator, Direct payment from the plan | $5,375,004 |
| Jp Morgan Investment Management Inc | Investment management fees (direct), Investment management fees (indirect) | $1,201,228 |
| Cheiron, Inc | Actuarial, Direct payment from the plan | $500,520 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $298,810 |
| Aligraphics, A Division Of Aeba | Other services, Direct payment from the plan | $185,466 |
| Amalgamated Life Insurance Company | Other services, Direct payment from the plan | $165,737 |
| Cleary Josem & Trigiani Llp | Legal, Direct payment from the plan | $165,591 |
| Macnell Accounting & Consulting Llp | Accounting, Direct payment from the plan | $138,355 |
| Morgan, Lewis & Bockius, Llp | Legal, Direct payment from the plan | $55,446 |
| Unite Here Health | Accounting, Direct payment from the plan | $48,589 |
| Amalgamated Bank | Custodial (other), Custodial (securities), Investment management fees (direct) | $42,825 |
| Kdg Development Strategies, Llc | Consulting (general), Direct payment from the plan | $29,917 |
| Unite Here Local 54 | Other services, Direct payment from the plan | $18,163 |
| Hirtle, Callaghan & Company | Investment management, Investment management fees (direct) | $14,858 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct) | $12,500 |
| Sovos Compliance Llc | Other services, Direct payment from the plan | $0 |
| Ss&C Technologies, Inc. | Recordkeeping, Direct payment from the plan | $0 |
| Alliant Insurance Services, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Zelis Payment Holdings, Llc | Other services, Direct payment from the plan | $0 |