Local 743 Severance And Retirement Plan
Sponsored by Trustees Of Local 743 Ib Of T · EIN 366523353 · Plan #001 · Oak Brook, IL
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 3,071
- With balances
- 3,071
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benfits Management Group Inc. | Contract administrator | $133,453 |
| Calibre Cpa Group | Accounting | $57,289 |
| Segall, Bryant & Hamill | Investment management, Investment management fees (direct), Securities brokerage commissions | $56,034 |
| Laner, Muchin Ltd. | Accounting | $21,883 |
| Amalgamated Bank Of Chicago | Custodial (securities), Float revenue | $13,480 |