Kaleida Health Pension Growth Plan
Sponsored by Kaleida Health Corporate Benefits · EIN 161533232 · Plan #001
- Total assets
- $852M
- Net assets
- $852M
- Active participants
- 5,918
- 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 |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | fuzzy_auto · 99% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 100% | 2024 |
| Dra Advisors Llc CRD 106311 | deterministic · 100% | 2024 |
| Frontrange Capital Advisers, Llc CRD 162388 | fuzzy_auto · 95% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Audax Direct Lending Solutions Fund | Investment management | $602,798 |
| Usi Consulting Group | Actuarial | $597,239 |
| Mercer | Consulting (pension) | $378,025 |
| Lazard Asset Management Lcc | Investment management | $276,251 |
| Sands Capital Management | Investment management | $167,567 |
| Cohen & Steers Capital Management | Investment management | $100,462 |
| Dra Advisors, Llc | Investment management | $94,060 |
| Frontrange Capital Partners | Investment management | $91,909 |
| Kaleida Health | Trustee (institutional) | $52,949 |
| Loomis, Sayles & Company Lp | Investment management | $44,150 |
| Backstop Solutions Group Llc | Investment management | $31,221 |
| Elliott Management Corporation | Investment management | $25,738 |