Iubac Local Union Officers & Employees Pension Plan
Sponsored by Bd Of Trustees Iubac Local Union Officer & Empl Pension Plan · EIN 300853485 · Plan #002
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 330
- 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 · 97% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iubac | Accounting, Contract administrator, Recordkeeping | $606,724 |
| Arrowstreet Capital | Investment management, Investment management fees (direct) | $66,041 |
| Alan D. Biller & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $66,000 |
| Cheiron, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $60,861 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $45,217 |
| Fuiman Moglia, Llp | Legal | $22,972 |
| Comerica Bank | Custodial (securities), Other services, Other investment fees and expenses | $12,628 |
| New Tower Trust Company | Trustee (institutional), Investment management, Investment management fees (direct) | $12,439 |
| The Union Labor Life Insurance Co. | Investment management, Investment management fees (direct) | $9,302 |
| Investment Performance Services, Ll | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $8,338 |