Western Pa Electrical Employees Pension Trust Fund
Sponsored by Board Of Trustees,Ibew Local Union No 5 & Western Pa Chapter Neca · EIN 256032108 · Plan #001 · Pittsburgh, PA
- Total assets
- $823M
- Net assets
- $823M
- Active participants
- 2,503
- 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 |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Central Data Services | Contract administrator, Direct payment from the plan | $631,777 |
| Qma Llc Pnc | Investment advisory (plan), Investment management fees (direct), Direct payment from the plan | $542,812 |
| Newtower Trust Company | Direct payment from the plan | $372,793 |
| Manning & Napier Advisors, Lp | Investment management fees (direct), Direct payment from the plan | $371,448 |
| The Union Labor Life Insurance Co. | Investment management, Investment management fees (direct), Direct payment from the plan | $334,137 |
| Intercontinental Real Estate Corp. | Direct payment from the plan | $265,848 |
| Ifm Global Infrastructure (Us) Lp | Direct payment from the plan | $166,703 |
| Exeter Trust Company | Custodial (securities), Investment management fees (direct), Direct payment from the plan | $135,121 |
| Mariner Institutional Llc | Consulting fees, Direct payment from the plan | $100,000 |
| Loomis,Sayles & Company, Lp Pnc | Investment advisory (plan), Investment management fees (direct), Direct payment from the plan | $77,827 |
| Chartwell Investment Partners Pnc | Investment advisory (plan), Direct payment from the plan | $76,706 |
| Pnc Advisors | Custodial (securities), Other investment fees and expenses, Direct payment from the plan | $66,573 |
| Boyd Watterson Asset Management Llc | Direct payment from the plan | $58,631 |
| Acrisure | $48,704 | |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $40,419 |
| Meyer, Unkovic & Scott, Llp | Legal, Direct payment from the plan | $26,786 |
| Comerica Bank | Investment management, Investment management fees (direct) | $20,715 |