Local Union 400 I.B.E.W. Pension Plan
Sponsored by Int'l Brotherhood Of Elect. Workers Local Union 400 Pension Fund · EIN 226257847 · Plan #001
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 532
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 94% | 2024 |
| Weaver C. Barksdale & Associates, Inc. CRD 105098 | fuzzy_auto · 98% | 2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.E. Shaffer | Contract administrator, Direct payment from the plan | $280,223 |
| Sage Advisory Services | Investment advisory (plan), Investment management fees (direct) | $129,143 |
| Lazard | Investment advisory (plan), Investment management fees (direct) | $111,913 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $56,697 |
| Morgan Stanley Graystone | Investment advisory (plan), Investment management fees (direct) | $53,050 |
| First Actuarial Consulting | Actuarial, Direct payment from the plan | $35,231 |
| O'brien, Belland & Bushinsky Llc | Legal, Direct payment from the plan | $24,838 |
| Weaver C. Barksdale & Associates | Investment advisory (plan), Investment management fees (direct) | $23,988 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $17,500 |
| Northern Trust Corporation | Investment management, Investment management fees (direct) | $10,533 |