Beer Industry Local Union No. 703 Pension Fund
Sponsored by Beer Industry Local Union No. 703 Pension Fund Trustees · EIN 366522619 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 719
- 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 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Consulting | Actuarial | $105,419 |
| S. Reeves | Plan administrator | $97,785 |
| The Northern Trust Co | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $77,574 |
| Asher Gittler & D'alba Ltd | Legal | $75,957 |
| T. Weydeman | Employee (plan) | $62,088 |
| Segal Marco Advisors | Investment advisory (plan) | $55,000 |
| Boyd Watterson Asset Managment Llc | Investment management, Investment management fees (direct) | $50,579 |
| V. Gonzales | Employee (plan) | $42,943 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $37,682 |
| R. Baker | Employee (plan) | $31,169 |
| Prudential Insurance Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $26,390 |
| Bridgeway Benefit Technologies | Consulting (general), Other services | $15,643 |
| Lasalle Consulting Partners | Consulting (general), Other services | $10,035 |
| Amalgamated Bank | Direct payment from the plan, Float revenue, Account maintenance fees | $6,089 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |