AUMdb

International Association Pension Plan

Sponsored by Board Of Trustees, International Association Pension Plan · EIN 526128563 · Plan #002

Total assets
$401M
Net assets
$401M
Active participants
745
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
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Dearborn Partners L.L.C. CRD 108147 fuzzy_auto · 95% 2024
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Johnson Investment Counsel, Inc. CRD 117054 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefits Management Group Inc Plan administrator, Direct payment from the plan $294,999
Ullico Investment Advisors Inc Investment management, Investment management fees (direct) $292,701
Dearborn Partners, Llc Investment management fees (direct), Investment management $207,045
Segal Consulting Consulting (pension), Insurance services, Actuarial $187,808
Withum Smith+Brown Direct payment from the plan, Accounting $177,941
Fiducient Advisors Llc Investment advisory (plan), Investment management, Direct payment from the plan $114,820
Union Insurance Group Investment management, Investment management fees (direct) $66,686
Johnson Investment Counsel, Inc Investment management, Investment management fees (direct) $65,633
Amalgamated Bank Of Chicago Accounting, Consulting (general), Direct payment from the plan $47,623
Bdo Canada Llp Accounting, Foreign entity, Direct payment from the plan $15,408
Marco Mcguire And Arreola Legal, Direct payment from the plan $13,646