Ibew Local Union No. 237 Pension Plan
Sponsored by Ibew Local Union No. 237 Pension Plan · EIN 166094914 · Plan #001 · Niagara Falls, NY
- Total assets
- $52.0M
- Net assets
- $51.9M
- Active participants
- 221
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $97,346 |
| Blitman & King Llp | Legal | $53,310 |
| Cowden Associates | Actuarial | $38,437 |
| Ibew Local 237 Health & Welfare Fun | Recordkeeping | $36,705 |
| Wilmington Trust | Custodial (securities) | $35,549 |
| Bonadio & Co., Llp | Accounting | $20,670 |
| Acrisure Mid Atlantic Partners Llc | Actuarial | $13,161 |