Carpenters Labor Management Pension Plan
Sponsored by United Brotherhood Of Carpenters Labor Mgmt Pf Trustee · EIN 516091982 · Plan #001 · Los Angeles, CA
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 9,511
- 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 |
|---|---|---|
| Genstar Capital Management Llc CRD 156932 | deterministic · 100% | 2024 |
| Yousif Capital Management, Llc CRD 312511 | deterministic · 100% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
| Greenbriar Equity Group, L.P. CRD 157475 | deterministic · 100% | 2024 |
| Thoma Bravo, L.P. CRD 157041 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackstone Group | $1,023,768 | |
| Southern Benefit Administrators Inc | Plan administrator | $707,152 |
| Cheiron, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $648,479 |
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $190,000 |
| Heitman | Accounting, Recordkeeping, Investment management | $175,181 |
| Gerding Edlen | Investment management, Investment management fees (direct) | $170,770 |
| Shanley, Apc | Legal | $169,502 |
| Mesa West | Investment management, Investment management fees (direct) | $130,000 |
| Greenbriar Equity Group, L.P. | Investment management, Investment management fees (direct) | $71,615 |
| Hggc | $71,351 | |
| Gi Partners | $62,778 | |
| Thomabravo | Investment management, Investment management fees (direct) | $61,271 |
| Dodge And Cox | $56,590 | |
| Camden | $55,307 | |
| Calibre Cpa Group, Pllc | Accounting | $55,283 |
| Segal | $47,190 | |
| Comerica | $46,518 | |
| Genstar Capital | Investment management, Investment management fees (direct) | $44,808 |
| Ara | $39,062 | |
| Yousif Capital Management | Investment management, Investment management fees (direct) | $36,340 |
| Region Bank | $33,786 | |
| The Youngdahl Law Firm | $32,337 | |
| Audax Management Company, Llc | Other investment fees and expenses | $29,250 |
| Gcm | $27,092 | |
| Us Bank | $23,311 | |
| Invesco Trust Company | Investment management | $15,964 |
| Stacey Braun | $9,219 |