United Parcel Service, Inc. Local 177, I.B.T Multi Employer Retirement Plan
Sponsored by Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan · EIN 131426500 · Plan #419
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 4,753
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $1,353,578 |
| Jpmorgan Chase Bank, N.A. | Investment management, Investment advisory (plan), Trustee (discretionary) | $634,520 |
| Arrowstreet Capital, Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $558,127 |
| William Blair Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $471,182 |
| The Segal Company (Eastern States) | Actuarial, Consulting (general), Consulting fees | $226,851 |
| Loomis Sayles Trust Company | Investment management fees (direct), Direct payment from the plan, Investment management | $194,311 |
| Proskauer Rose, Llp | Legal | $81,296 |
| Segal Marco Advisors | Consulting (general), Consulting fees, Direct payment from the plan | $75,000 |
| The Bank Of New York Mellon | Custodial (securities), Float revenue, Claims processing | $73,376 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $69,080 |
| Zazzali P.C. | Legal, Direct payment from the plan | $62,000 |
| Conduent Human Resource Services | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $31,529 |
| Bny Mellon | Direct payment from the plan, Investment management, Investment management fees (direct) | $29,726 |
| Qdro Benefits Firm, Susan L Dubrof | Legal, Direct payment from the plan | $21,411 |
| Rr Donnelley | Other services, Direct payment from the plan | $14,042 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |