Bakery & Confectionery Union & Industry International Pension Fund
Sponsored by Joint Board Of Trustees, Bakery & Confectionery Union & Industry · EIN 526118572 · Plan #001
- Total assets
- $6.6B
- Net assets
- $6.6B
- Active participants
- 14,943
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| First Eagle Investment Management, Llc CRD 108260 | deterministic · 100% | 2024 |
| Walter Scott & Partners Limited CRD 112161 | fuzzy_auto · 98% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 96% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Mackay Shields Llc CRD 107717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Salaries Management | Employee (plan), Direct payment from the plan | $2,368,873 |
| Salaries Pension | Employee (plan), Direct payment from the plan | $1,551,854 |
| Loomis Sayles & Company | Investment management, Investment management fees (direct) | $1,110,222 |
| Salaries Administrative Services | Employee (plan), Direct payment from the plan | $1,017,954 |
| Income Research & Management | Investment management, Investment management fees (direct) | $715,737 |
| Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $585,431 |
| Manning & Napier | Investment management, Investment management fees (direct), Investment management fees (indirect) | $580,990 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $562,657 |
| Pnc Bank Na | Custodial (securities), Direct payment from the plan, Soft dollars commissions | $478,586 |
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $468,441 |
| Segal Marco Advisors | Consulting (general), Consulting (pension), Investment advisory (plan) | $460,625 |
| Bredhoff & Kaiser | Legal, Direct payment from the plan | $455,355 |
| Withumsmith And Brown | Accounting, Direct payment from the plan | $454,229 |
| Salaries Its | Employee (plan), Direct payment from the plan | $404,853 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $387,944 |
| Boston Partners | Investment management, Investment management fees (direct), Investment management fees (indirect) | $333,899 |
| First Eagle Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $273,185 |
| Walter Scott & Partners Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $249,871 |
| Bank Of New York Mellon | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $179,331 |
| Littler Mendelson | Legal, Direct payment from the plan | $168,156 |
| Principal Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $137,399 |
| Parametric Clifton | Investment management, Investment management fees (direct) | $118,629 |
| Westfield Capital Management Compan | Investment management, Investment management fees (direct), Investment management fees (indirect) | $116,764 |
| Pacific Investment Management Compa | Investment management, Investment management fees (direct), Investment management fees (indirect) | $114,084 |
| Macquire | Investment management, Investment management fees (direct), Investment management fees (indirect) | $97,681 |
| Congress Asset Management | Investment management, Named fiduciary, Investment management fees (direct) | $89,903 |
| Amalgamated Bank Of New York | Custodial (securities), Investment management, Investment management fees (direct) | $84,277 |
| Alliance Bernstein | Investment management, Investment management fees (direct), Investment management fees (indirect) | $82,572 |
| Mackay Shields | Investment management, Investment management fees (direct) | $58,856 |
| Kelly Press | Copying and duplicating, Direct payment from the plan | $56,172 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $27,003 |
| Doyle Printing | Copying and duplicating, Direct payment from the plan | $22,855 |
| Potomac Information Systems | Other services, Direct payment from the plan | $18,901 |
| Bnym Mellon Afl Cio Sl Sif | Investment management, Investment management fees (direct), Investment management fees (indirect) | $18,439 |
| Paychex | Other services, Direct payment from the plan | $13,825 |
| Pension Benefit Information | Other services, Direct payment from the plan | $12,767 |
| Grammarly Inc | Other services, Direct payment from the plan | $12,045 |
| Archscan Llc | Copying and duplicating, Direct payment from the plan | $11,593 |
| Genesis Networking | Other services, Direct payment from the plan | $11,236 |
| Cms Mailing Services | Other services, Direct payment from the plan | $11,026 |
| Lexis Nexis | Other services, Direct payment from the plan | $8,251 |
| Zix Corp | Other services, Direct payment from the plan | $6,669 |
| Giarmarco Mullins & Horton, P.C. | Legal, Direct payment from the plan | $6,525 |