Local 99 Pension Plan
Sponsored by Board Of Trustees Local 99 Pension Plan · EIN 516119432 · Plan #001 · Moline, IL
- Total assets
- $57.4M
- Net assets
- $57.3M
- Active participants
- 183
- 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 |
|---|---|---|
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Athena Acturial Consulting | Actuarial, Direct payment from the plan | $55,100 |
| Plumbers & Pipe. Local 25 Benefit | Contract administrator, Direct payment from the plan | $47,409 |
| Laner Muchin Ltd | Legal, Direct payment from the plan | $37,435 |
| Investment Consulting Group | Investment advisory (plan), Direct payment from the plan | $32,000 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $28,525 |
| National Investment Services | Investment management, Direct payment from the plan | $28,180 |
| Baum Sigman Auerbach & Neuman Ltd | Legal, Direct payment from the plan | $19,123 |
| Chevy Chase Trust Company | Investment management fees (direct), Investment management, Trustee (individual) | $12,066 |
| Quad City Bank & Trust | Custodial (securities), Direct payment from the plan | $6,000 |