AUMdb

Maine Medical Center Pension Plan

Sponsored by Mainehealth · EIN 010238552 · Plan #001

Total assets
$795M
Net assets
$792M
Active participants
2,332
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
Income Research + Management CRD 104863 fuzzy_auto · 99% 2024
Marathon Asset Management, L.P. CRD 124613 fuzzy_auto · 99% 2024
1607 Capital Partners, Llc CRD 144758 deterministic · 100% 2024
Burgundy Asset Management Ltd. CRD 114317 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan $1,264,489
Bank Of New York Mellon Custodial (other), Custodial (securities), Investment management $384,739
Income Research Management Investment management, Investment management fees (direct) $140,157
Arrowstreet Capital Investment management, Investment management fees (direct) $120,673
Marathon Asset Management Llp Investment management, Trustee (institutional), Direct payment from the plan $118,873
1607 Capital Partners Investment management, Investment management fees (direct), Soft dollars commissions $105,118
State Street Global Advisors Custodial (other), Custodial (securities), Investment management fees (direct) $77,983
Burgundy Asset Management Investment management, Investment management fees (direct) $57,021
Baker Newman Noyes Llc Accounting, Direct payment from the plan $29,100