Local 91 Pension Fund
Sponsored by Local 91 Pension Fund Board Of Trustees · EIN 116218316 · Plan #001
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 2,470
- 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 |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | deterministic · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gloria Cancelliere | Employee (plan) | $227,800 |
| Amalgamated | Contract administrator | $187,529 |
| Chevy Chase Trust | Investment management | $53,034 |
| The Segal Company | Actuarial | $52,030 |
| Quan Vest Consultants | Investment advisory (plan) | $37,992 |
| Bank Of America | Custodial (securities) | $34,586 |
| Invesco | Investment management | $32,152 |
| L.H. Rosoff & Co., Llp | Accounting | $29,000 |
| Stewart Altman | Legal | $22,800 |
| Barnes, Iaccarino & Shepherd | Legal | $16,500 |
| Columbia Threadneedle | Investment management | $0 |