Bac Local Union 15 Supplemental Plan
Sponsored by Board Of Trustees Bac Local 15 Pension Fund · EIN 436102453 · Plan #002
- Total assets
- $63.0M
- Net assets
- $62.7M
- Active participants
- 674
- With balances
- 2,231
Plan year beginning 04/01/2024 · Money purchase
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles | Investment management, Investment management fees (direct) | $80,580 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $76,489 |
| Arnold, Newbold, Sollars & Hollins | Legal, Direct payment from the plan | $24,332 |
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $21,500 |
| Rubinbrown, Llp | Accounting, Direct payment from the plan | $20,900 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Trustee (directed) | $18,078 |
| Construction Benefit Audit Corp | Accounting, Direct payment from the plan | $17,623 |
| Commerce Trust | Trustee (institutional), Trustee (discretionary), Trustee (directed) | $7,428 |