Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan
Sponsored by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan · EIN 866089862 · Plan #001 · Phoenix, AZ
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 600
- 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Custodial (securities), Investment advisory (plan) | $279,298 |
| The Segal Company | Actuarial | $108,445 |
| Wellesley Asset Management | Investment management fees (direct) | $104,154 |
| Southwest Service Administrators | Contract administrator | $80,457 |
| Wcm Investment Management | Investment management fees (direct) | $76,194 |
| Baldwin Moffitt Behm Llp | Accounting | $28,260 |
| Segal Select Insurance | Insurance brokerage commissions | $26,333 |
| Kelly Law Group | Legal | $18,415 |
| Segal Marco Consulting | Other investment fees and expenses | $9,750 |
| Letterstream | Copying and duplicating | $7,445 |