I.A.T.S.E. Local No. 33 Pension Trust Fund
Sponsored by Board Of Trustees, I.A.T.S.E. Local No. 33 Pension · EIN 956377503 · Plan #001
- Total assets
- $232M
- Net assets
- $231M
- Active participants
- 1,011
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Programs Administration | Contract administrator, Recordkeeping, Direct payment from the plan | $296,319 |
| The Northern Trust Co. | Custodial (securities), Investment management, Direct payment from the plan | $179,674 |
| Meketa Investment Group | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $125,451 |
| Buchalter | Legal, Direct payment from the plan | $100,537 |
| Morgan Stanley | Investment management fees (direct) | $88,036 |
| Gilbert & Sackman | Legal, Direct payment from the plan | $80,295 |
| Milliman | Actuarial, Consulting (pension), Direct payment from the plan | $53,040 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $52,750 |
| Loomis, Sayles & Company, Lp | Investment management fees (direct) | $36,545 |
| Heitman Real Estate Securities Llc | Investment management fees (direct) | $26,076 |
| Berry & Co., Cpas | Accounting, Direct payment from the plan | $13,807 |
| Us Bank National Association | Trustee (institutional) | $11,451 |
| State Street Global Advisors Trust | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $2,977 |