Sheet Metal Workers Local #20 South Bend Area Pension Fund
Sponsored by Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund · EIN 356054275 · Plan #001
- Total assets
- $36.0M
- Net assets
- $35.8M
- Active participants
- 297
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Rmr Capital Management Llc CRD 285334 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron | Actuarial, Consulting (pension) | $50,310 |
| Segal Select Insurance Services Inc | Insurance agents and brokers | $26,129 |
| Ledbetter Partners Llc | Legal | $22,845 |
| Healthscope Benefits | Contract administrator | $22,500 |
| Mariner | Investment advisory (plan) | $20,000 |
| Rmb Capital Management, Llc | Investment management, Investment management fees (direct) | $14,889 |
| Amalgamated Bank | Custodial (securities), Float revenue, Account maintenance fees | $10,343 |
| Legacy Professionals Llp | Accounting | $8,400 |
| Chevy Chase Trust Inv Advisor | Trustee (institutional), Investment management, Investment management fees (direct) | $5,895 |
| Lyrical Partners | Investment management, Investment management fees (direct) | $5,509 |