U. A. Local No. 159 Defined Benefit Plan
Sponsored by Board Of Trustees Of U.A. Local No. 159 Pension Trust · EIN 942859426 · Plan #001
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 234
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 93% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Ifm Investors Pty Ltd CRD 162754 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hs&Ba, Inc. | Contract administrator, Copying and duplicating, Participant communication | $138,732 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $90,263 |
| Allan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $87,501 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $85,423 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $65,665 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $41,782 |
| Prudential Insurance Co. Of America | Investment management, Investment management fees (direct), Investment management fees (indirect) | $39,499 |
| Ubs Realty Investors Llc | Investment management, Direct payment from the plan | $31,294 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct) | $18,873 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $17,108 |
| Ua Local 159 | Recordkeeping, Direct payment from the plan | $13,368 |
| Bank Of America | Custodial (other), Direct payment from the plan | $5,770 |
| Ifm Investors Pty Ltd. | Investment management, Foreign entity, Investment management fees (indirect) | $0 |