Plumbers & Pipefitters U.A. Local 85 Pension Plan
Sponsored by Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension · EIN 381752138 · Plan #001
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 794
- 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 |
|---|---|---|
| Fiduciary Management, Inc. CRD 109149 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Novara, Tesija & Catenacci, Pllc | Direct payment from the plan, Legal | $133,130 |
| Marquette Associates, Inc. | Direct payment from the plan, Consulting (general), Consulting (pension) | $110,000 |
| Benesys, Inc. | Direct payment from the plan, Accounting, Claims processing | $107,741 |
| Fiduciary Management, Inc. | Direct payment from the plan, Investment advisory (plan), Soft dollars commissions | $64,836 |
| United Actuarial Services, Inc. | Direct payment from the plan, Actuarial, Consulting (pension) | $34,433 |
| Plumbers & Pipefitters Ua Local 85 | Direct payment from the plan, Recordkeeping, Employee (plan sponsor) | $26,126 |
| Bultynck & Co., Pllc | Direct payment from the plan, Accounting | $24,725 |
| Reimold Printing | Direct payment from the plan, Copying and duplicating | $22,560 |
| Macqueen Insurance Group | Direct payment from the plan, Insurance services, Insurance agents and brokers | $16,784 |