Electrical Workers Pension Trust Fund Of Local Union No. 58 Ibew
Sponsored by The Board Of Trustees Of The Electrical Workers Pension Trust · EIN 386080404 · Plan #001
- Total assets
- $923M
- Net assets
- $920M
- Active participants
- 3,182
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Hamlin Capital Management, Llc CRD 119278 | deterministic · 100% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Float revenue | $481,964 |
| Hamlin Capital Management, Llc | Investment management, Direct payment from the plan | $415,932 |
| Clarkston Capital Partners | Investment management, Direct payment from the plan | $405,055 |
| Loomis Sayles & Company | Investment management, Direct payment from the plan | $212,140 |
| Seizert Capital Partners | Investment management, Direct payment from the plan | $140,777 |
| Comerica Bank | Direct payment from the plan, Other services, Custodial (securities) | $80,258 |
| Bettye Naegeli | Employee (plan), Direct payment from the plan | $80,000 |
| Rachel Rupard | Employee (plan), Direct payment from the plan | $78,750 |
| Madison Investments | Investment management, Direct payment from the plan | $77,096 |
| E Craig Young | Employee (plan), Direct payment from the plan | $71,860 |
| Mcclain Smith & Wenz Pc | Accounting, Direct payment from the plan | $53,322 |
| Watkins Pawlick Calati & Prifti, Pc | Legal, Direct payment from the plan | $49,857 |
| United Actuarial Services Inc | Actuarial, Direct payment from the plan | $34,900 |
| Solxsys Administrative Solutions | Recordkeeping, Direct payment from the plan | $28,821 |
| Zenworks | Recordkeeping, Direct payment from the plan | $18,181 |
| Auxiom | Direct payment from the plan, Recordkeeping | $15,262 |
| Macqueen Insurance | Insurance agents and brokers, Direct payment from the plan | $7,285 |