Nurses And Local 813 Ibt Retirement Plan
Sponsored by Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan · EIN 133628926 · Plan #001 · Long Island City, NY
- Total assets
- $613M
- Net assets
- $613M
- Active participants
- 2,162
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 96% | 2024 |
| Silvercrest Asset Management Group Llc CRD 118333 | deterministic · 100% | 2024 |
| Dsm Capital Partners Llc CRD 113609 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Sterling Capital Management Inc CRD 106822 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Uniplan Investment Counsel, Inc. CRD 154718 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 813 Pension Trust Fund | Plan administrator, Direct payment from the plan | $1,149,042 |
| Boyd Watterson Asset Mgmt, Llc | Investment management, Investment management fees (direct) | $626,157 |
| Cohen, Weiss & Simon, Llp | Legal, Direct payment from the plan | $494,339 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $370,125 |
| Silvercrest Asset Management Group | Investment management, Investment management fees (indirect), Soft dollars commissions | $322,916 |
| First Actuarial Consulting Inc | Actuarial, Consulting (pension), Direct payment from the plan | $270,231 |
| Dsm Capital Partners Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $241,566 |
| The Bank Of New York Mellon | Recordkeeping, Custodial (securities), Direct payment from the plan | $170,926 |
| Harding Loevner Lp | Investment management, Investment management fees (direct) | $158,035 |
| Polen Capital Management Llc | Investment management, Investment management fees (direct) | $140,614 |
| Sterling Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $136,999 |
| Quan Vest Consultants, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $135,000 |
| New England Pension Consultants | Consulting (pension), Direct payment from the plan | $125,000 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $75,712 |
| Uniplan Investment Counsel, Inc. | Investment management, Investment management fees (direct) | $31,382 |
| Segal Select Insurance Services Inc | Insurance brokerage commissions | $0 |