Bac Local Union 15 Pension Fund
Sponsored by Board Of Trustees Bac Local 15 Pension Fund · EIN 436102453 · Plan #001
- Total assets
- $147M
- Net assets
- $146M
- Active participants
- 523
- With balances
- 0
Plan year beginning 04/01/2024
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 |
| Harrison Street Advisors, Llc CRD 157983 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico/Trust Fund Advisors | Investment management, Investment management fees (direct) | $165,932 |
| Blackrock Institutional Trust Co | Claims processing, Trustee (discretionary), Investment management | $132,585 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $103,900 |
| Arnold, Newbold, Sollars & Hollins | Legal, Direct payment from the plan | $84,147 |
| Construction Benefit Audit Corp | Accounting, Direct payment from the plan | $50,351 |
| United Actuarial Services | Actuarial, Consulting (pension), Direct payment from the plan | $49,200 |
| Prudential Trust | Investment management, Investment management fees (direct) | $45,961 |
| Commerce Trust Company | Investment management, Investment management fees (direct) | $45,047 |
| Jp Morgan | Investment management, Investment management fees (direct) | $41,208 |
| Ullico Infrastrucure Tax Exempt Fun | Investment management, Investment management fees (direct), Float revenue | $38,298 |
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $38,000 |
| Boyd Watterson | Investment management, Investment management fees (direct) | $37,579 |
| Rubinbrown, Llp | Accounting, Direct payment from the plan | $31,181 |
| Segal Select Insurance Services | Direct payment from the plan, Insurance brokerage commissions | $20,741 |
| Brandywine | Investment management, Investment management fees (direct) | $17,446 |
| Harrison Street | Investment management, Investment management fees (direct) | $11,488 |
| International Foundation Of Ee Bene | Other services, Direct payment from the plan | $9,400 |