Boilermaker Blacksmith National Pension Trust
Sponsored by Board Of Trustees Boilermaker Blacksmith National · EIN 486168020 · Plan #001
- Total assets
- $7.5B
- Net assets
- $7.4B
- Active participants
- 27,660
- 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 |
|---|---|---|
| H.I.G. Capital, Llc CRD 160711 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Manulife Investment Management (Us) Llc CRD 106435 | fuzzy_auto · 95% | 2024 |
| Partners Group Ag CRD 162791 | fuzzy_auto · 96% | 2024 |
| Timberland Investment Resources, Llc CRD 129663 | deterministic · 100% | 2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 95% | 2024 |
| Aqr Capital Management, Llc CRD 111883 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Entrust Global Partners Llc CRD 107940 | deterministic · 100% | 2024 |
| Tcw Investment Management Company Llc CRD 106546 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Plan administrator, Direct payment from the plan | $5,340,298 |
| Prudential Insurance Co | Investment management, Investment management fees (direct), Other fees | $3,388,922 |
| H.I.G Capital, Llc | Investment management, Investment management fees (direct) | $3,270,381 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $2,718,940 |
| J.P.Morgan Chase Bank, N.A. | Trustee (discretionary), Direct payment from the plan, Investment advisory (plan) | $2,165,770 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $2,158,026 |
| Jp Morgan Investment Mgmt Inc | Investment advisory (plan), Investment management, Trustee (discretionary) | $2,128,684 |
| Tucker Arensberg | Legal, Direct payment from the plan | $1,733,934 |
| Manulife Investment Management Timb | Investment advisory (plan), Investment management fees (direct), Investment management | $1,645,126 |
| First Reserve Old Clem Gp, L.P. | Investment management, Investment management fees (direct) | $1,550,110 |
| Partners Group | Investment management, Investment management fees (indirect), Investment management fees (direct) | $1,426,225 |
| Carlyle Power Partners Ii, L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,370,534 |
| Parametric Clifton | Investment management, Investment management fees (direct) | $1,111,498 |
| American Strategic Value Realty | Investment management, Investment management fees (direct) | $1,002,816 |
| Timberland Investment Resources | Accounting, Recordkeeping, Custodial (other) | $948,525 |
| Kayne Anderson Rudnick Investment | Investment management, Soft dollars commissions, Investment management fees (direct) | $746,524 |
| Aqr Capital Management | Investment management, Investment management fees (direct) | $704,246 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $653,371 |
| Western Asset Management | Investment management, Investment management fees (direct) | $602,611 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $567,830 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $564,752 |
| Entrust Global Partners Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $540,289 |
| Marquette Associates | Consulting (general), Consulting (pension), Direct payment from the plan | $466,667 |
| Tcw Investment Management, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $387,488 |
| Mario Rodriguez | Employee (plan), Direct payment from the plan | $252,667 |
| The Segal Company (Mw), Inc | Actuarial, Consulting (pension), Insurance agents and brokers | $251,958 |
| Christine King | Employee (plan), Direct payment from the plan | $231,430 |
| Bny Mellon | Investment management, Investment management fees (direct) | $195,741 |
| Laura Phelps | Employee (plan), Direct payment from the plan | $119,293 |
| Ambassador Building Llc | Other services, Direct payment from the plan | $110,841 |
| Reinhart Boerner Van Deuren, S.C | Legal, Direct payment from the plan | $93,156 |
| Cynthia Dekeyser | Employee (plan), Direct payment from the plan | $92,663 |
| James Charles Matthews | Consulting (general), Direct payment from the plan | $92,359 |
| Bank Of Labor | Custodial (securities), Direct payment from the plan | $90,498 |
| Margaret Shriver | Employee (plan), Direct payment from the plan | $81,813 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $80,461 |
| Brenda Baker | Employee (plan), Direct payment from the plan | $73,379 |
| Kathy James | Employee (plan), Direct payment from the plan | $66,543 |
| Andrea Gabaldon | Employee (plan), Direct payment from the plan | $55,661 |
| Kelly Press Inc | Other services, Direct payment from the plan | $53,682 |
| Lumen | Other services, Direct payment from the plan | $51,554 |
| Steve Orozco | Employee (plan), Direct payment from the plan | $40,488 |
| Convergeone, Inc | Other services, Direct payment from the plan | $39,556 |
| Blake & Uhlig, Pa | Legal, Direct payment from the plan | $19,749 |
| Segal Marco Advisors Investment Sol | Investment advisory (plan), Direct payment from the plan | $14,000 |
| Passageways Inc | Other services, Direct payment from the plan | $13,982 |
| Mission Electronics Inc | Other fees, Direct payment from the plan | $11,613 |
| Softwareone | Other services, Direct payment from the plan | $11,341 |
| Premier Technology Solutions | Other services, Direct payment from the plan | $8,159 |
| Robert Hutsell | Trustee (individual), Named fiduciary, Direct payment from the plan | $5,574 |
| Segal Select Insurance | Insurance brokerage commissions | $0 |