Pipefitters Union Local No. 537 Pension Fund
Sponsored by Pipe & Refrigeration Fitters Local 537 · EIN 516030859 · Plan #001
- Total assets
- $962M
- Net assets
- $936M
- Active participants
- 2,372
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Abs Investment Management Llc CRD 127290 | deterministic · 100% | 2024 |
| 400 Capital Management Llc CRD 160089 | deterministic · 100% | 2024 |
| Davidson Kempner Capital Management Lp CRD 155680 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 95% | 2024 |
| Select Equity Group, L.P. CRD 168496 | fuzzy_auto · 97% | 2024 |
| Greener Capital Management Llc CRD 269891 | fuzzy_auto · 94% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Kayne Anderson Capital Advisors, L.P. CRD 104536 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Trust Walden | Investment management, Investment management fees (direct) | $1,070,873 |
| Abs Investment Management | Investment management, Investment management fees (direct) | $355,009 |
| Ziegler Capital Management, Llc | Investment management, Investment management fees (direct) | $351,004 |
| Bny Mellon | Investment management, Investment management fees (direct) | $301,406 |
| Bpea Strategic Healthcare Lp | Investment management, Investment management fees (direct) | $291,963 |
| 400 Capital Management Llc | Investment management, Investment management fees (direct) | $291,662 |
| Titanium | Investment management, Investment management fees (direct) | $273,456 |
| Davidson Kempner Capital Management | Investment management, Investment management fees (direct) | $268,255 |
| Renaissance Institutional Equities | Investment management, Investment management fees (direct) | $209,879 |
| Nepc, Llc | Investment management, Investment management fees (direct) | $208,371 |
| Intercontinental | Investment management, Investment management fees (direct) | $134,898 |
| Siguler Guff | Investment management, Investment management fees (direct) | $133,270 |
| Schroder Investment Management | Investment management, Investment management fees (direct) | $111,187 |
| Ullico | Investment management, Investment management fees (direct) | $106,994 |
| Mesirow | Investment management, Investment management fees (direct) | $98,981 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $98,088 |
| Cbiz Retirement Plan Services | Actuarial, Direct payment from the plan | $95,667 |
| Select Equity Group, Lp | Investment management, Investment management fees (direct) | $90,092 |
| Bridgeway Technologies | Other services, Direct payment from the plan | $83,314 |
| Grosvenor Capital Management Lp | Investment management, Investment management fees (direct) | $76,157 |
| Dover Street X Feeder Fund Lp | Investment management, Investment management fees (direct) | $71,955 |
| Jp Morgan | Investment management, Investment management fees (direct) | $66,230 |
| Employee F | Employee (plan), Direct payment from the plan | $60,493 |
| Manzi & Associates Llc | Accounting, Direct payment from the plan | $57,996 |
| Investment Performance Services | Direct payment from the plan, Consulting fees | $56,250 |
| Krakow & Souris | Legal, Direct payment from the plan | $55,175 |
| Crescent Capital Collective Inv | Investment management, Investment management fees (direct) | $54,415 |
| Richmond Capital Management | Investment management, Investment management fees (direct) | $44,254 |
| Terracap Partners Iv Lp | Investment management, Investment management fees (direct) | $34,064 |
| Dover Street Ix Cayman Fund L.P. | Investment management, Investment management fees (direct) | $33,378 |
| Employee G | Employee (plan), Direct payment from the plan | $27,171 |
| Employee E | Employee (plan), Direct payment from the plan | $27,003 |
| Frontenac Xi Private Capital | Investment management, Investment management fees (direct) | $25,358 |
| Entrust | Investment management, Investment management fees (direct) | $24,259 |
| Employee C | Employee (plan), Direct payment from the plan | $19,164 |
| Employee B | Employee (plan), Direct payment from the plan | $17,188 |
| Network Coverage Llc | Other services, Direct payment from the plan | $17,031 |
| Employee D | Employee (plan), Direct payment from the plan | $11,627 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $11,254 |
| Jls Mailing Services | Direct payment from the plan | $10,547 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $10,429 |
| Quadient | Direct payment from the plan, Other fees | $7,054 |
| Boston Partners Global Equity Fund | Investment management, Soft dollars commissions | $0 |
| Kayne Anderson Capital Advisors | Investment management, Soft dollars commissions | $0 |