Ibew Local 683 Pension Fund Pension Plan
Sponsored by Ibew Local 683 Board Of Trustees · EIN 341442087 · Plan #001
- Total assets
- $368M
- Net assets
- $365M
- Active participants
- 2,940
- 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 |
|---|---|---|
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arrowstreet Capital, Lp | Investment management, Investment management fees (indirect), Custodial (securities) | $184,938 |
| Ibew Neca Service Center | Plan administrator, Copying and duplicating, Direct payment from the plan | $134,328 |
| Western Asset Management | Investment management, Investment management fees (indirect), Custodial (securities) | $132,094 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $115,000 |
| National Real Estate Advisors, Llc | Investment management, Real estate brokerage, Investment management fees (indirect) | $84,318 |
| Allotta Farley Co., Lpa | Legal, Direct payment from the plan | $79,954 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $78,375 |
| Asb Capital Management | Investment management, Investment management fees (indirect), Custodial (securities) | $76,205 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $59,026 |
| Ullico Investment Services | Custodial (securities), Investment management, Investment management fees (indirect) | $52,032 |
| Tic Midwest | Plan administrator, Direct payment from the plan, Copying and duplicating | $51,505 |
| Segal Select Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $33,509 |
| Chevy Chase Trust | Custodial (securities), Investment management, Investment management fees (direct) | $29,800 |