Pension Fund United Scenic Artists Local 829
Sponsored by Board Of Trustees Of Pension Fund · EIN 131982707 · Plan #001
- Total assets
- $534M
- Net assets
- $533M
- Active participants
- 2,834
- 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 |
|---|---|---|
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
| Marquette Associates, Inc. CRD 21572 | fuzzy_auto · 97% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 100% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | deterministic · 100% | 2024 |
| Morgan Stanley Aip Gp Lp CRD 117050 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Pacific Capital Partners Limited CRD 305066 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Partners Group (Usa) Inc. CRD 145228 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank, N.A. | Investment management, Investment advisory (plan), Trustee (discretionary) | $351,961 |
| Timessquare Capital Management, Llc | Investment management | $312,822 |
| Systematic Financial Management, Lp | Investment management | $282,829 |
| Ullico Investment Advisors, Inc | Investment management | $188,411 |
| The Segal Company | Actuarial | $177,328 |
| Zenith American Solutions | Contract administrator | $152,448 |
| Partners Group Usa , Inc | Investment advisory (plan) | $132,622 |
| Income Research And Management | Investment management | $131,182 |
| Parametric Portfolio Associates Llc | Investment management | $129,937 |
| J.P.Morgan Investment Management | Investment management, Investment advisory (plan) | $93,262 |
| Marquette Assoc. | Investment advisory (plan) | $90,000 |
| Morgan Stanley Aip Gp Lp | Investment management | $89,755 |
| Invesco Trust Company | Investment management | $88,818 |
| Pacific Asset Management Llc | Investment management | $81,470 |
| Spivak Lipton Llp | Legal | $79,841 |
| Ellenoff Grossman & Schole Llp | Legal | $56,480 |
| Usa Local 829 Union | Recordkeeping | $52,713 |
| Schultheis & Panettieri Llp | Accounting | $50,178 |
| Gould Kobrick & Schlapp Pc | Accounting | $43,500 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses | $38,389 |
| American Assessments Inc | Other services | $10,660 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |