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Pipe Trades District Council No 36 Pension Trust

Sponsored by Board Of Trustees, Pipe Trades District Council No 36 · EIN 946082956 · Plan #001

Total assets
$390M
Net assets
$385M
Active participants
1,113
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
Segall Bryant & Hamill, Llc CRD 106505 fuzzy_auto · 99% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Rreef America L.L.C. CRD 109596 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Us Bank Custodial (securities), Direct payment from the plan $177,955
Rreef America L.L.C. Investment management, Investment management fees (indirect) $141,315
Verus Investment management, Investment management fees (direct) $136,539
Nwps Actuarial, Direct payment from the plan $126,600
Wellington Trust Investment management fees (direct), Investment management fees (indirect) $123,431
Arrowstreet Capital Investment management, Investment management fees (direct) $122,167
Alan Biller Investment advisory (plan), Direct payment from the plan $109,995
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $97,205
Ullico Investment Advisors Inc. Investment management, Investment management fees (direct) $95,693
Zenith American Solutions Contract administrator, Direct payment from the plan $74,036
Employee 1 Employee (plan), Direct payment from the plan $61,751
Segall, Bryant & Hamill Investment management, Investment management fees (direct) $56,145
Prudential Trust Co. Investment management, Investment management fees (indirect) $48,417
Ua Local 246 Plan administrator, Direct payment from the plan $16,871
Ua Local 442 Plan administrator, Direct payment from the plan $16,252
Neyhart, Anderson, Flynn & Grosboll Legal, Direct payment from the plan $16,230
Ua Local 228 Plan administrator, Direct payment from the plan $10,662
The Law Office Of Michael E. Moss Legal, Direct payment from the plan $9,800
Ua Local 62 Plan administrator, Direct payment from the plan $9,041
Union Insurance Group Insurance agents and brokers, Insurance brokerage commissions $0