Office & Professional Employees Iu Pension Plan
Sponsored by Office & Professional Employees International Union · EIN 530175463 · Plan #001
- Total assets
- $77.0M
- Net assets
- $77.0M
- Active participants
- 98
- 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 |
|---|---|---|
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial, Consulting (general), Direct payment from the plan | $114,000 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $73,893 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $32,100 |
| Ubs Realty Investors Llc | Investment management, Investment management fees (direct) | $29,811 |
| Mellon Investments Corporation | Investment management, Investment management fees (direct) | $29,538 |
| Quan Vest Consultants, Inc | Investment advisory (plan), Investment management fees (direct) | $27,000 |
| Pitta Llp | Legal, Direct payment from the plan | $24,000 |
| Aetna Life Insurance Company Total | Investment management, Investment management fees (direct) | $0 |