Oregon Laborers Employers Pension Plan
Sponsored by Trustees Oregon Laborers Employer Pension Plan · EIN 936075363 · Plan #001
- Total assets
- $449M
- Net assets
- $448M
- Active participants
- 2,244
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The William C. Earhart Co. Inc. | Contract administrator, Direct payment from the plan | $357,888 |
| Loomis, Sayles & Company, Lp | Investment management, Investment management fees (direct) | $299,097 |
| Milliman, Inc | Actuarial, Consulting (pension), Direct payment from the plan | $275,797 |
| Jp Morgan Investment Mgmt, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $265,864 |
| Oregon Laborers Employers Admin Llc | Other services, Direct payment from the plan | $225,233 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $211,393 |
| Newton Investment Management | Investment management, Investment management fees (direct), Soft dollars commissions | $184,064 |
| Nepc, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $162,060 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $157,689 |
| Wellington Trust Company, Na | Investment management, Investment management fees (direct), Soft dollars commissions | $131,379 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $89,869 |
| Colett Law Group, Llp | Legal, Direct payment from the plan | $72,484 |
| Iron Mountain Information Mgmt, Inc | Other services, Direct payment from the plan | $54,118 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $47,235 |
| U.S. Bank, N.A. | Custodial (securities), Other services, Direct payment from the plan | $32,317 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct), Soft dollars commissions | $20,844 |
| Metro Presort Inc | Copying and duplicating, Direct payment from the plan | $15,864 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |