Protective Life Corporation Pension Plan
Sponsored by Protective Life Corporation · EIN 952492236 · Plan #001
- Total assets
- $332M
- Net assets
- $332M
- Active participants
- 3,459
- 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 |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 99% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sun Life Capital Management (Slc) | Investment management, Direct payment from the plan | $223,177 |
| Aon Consulting | Actuarial, Direct payment from the plan | $174,175 |
| The Northern Trust Company | Trustee (directed), Investment management, Direct payment from the plan | $118,880 |
| Captrust | Investment advisory (plan), Direct payment from the plan | $108,000 |
| Warren Averett | Accounting, Direct payment from the plan | $30,000 |