Operating Eng Cons Ind Misc. Pension Fund
Sponsored by Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund · EIN 256135579 · Plan #001
- Total assets
- $846M
- Net assets
- $845M
- Active participants
- 3,934
- 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 |
|---|---|---|
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| Lyrical Asset Management Lp CRD 148267 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico | Investment management, Investment management fees (direct) | $526,234 |
| Champlain Investment Partners, Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $271,398 |
| Foundry Partners | Investment management fees (direct), Investment management, Soft dollars commissions | $234,751 |
| Neuberger Berman | Investment management, Investment management fees (direct), Soft dollars commissions | $224,515 |
| Global Trust Company | Investment management, Investment management fees (direct) | $198,760 |
| Polen | Investment management, Investment management fees (direct) | $191,205 |
| Loomis Sayles & Co Llp | Investment management fees (direct), Investment management | $181,800 |
| Johnston Asset Management | Investment management, Investment management fees (direct) | $174,611 |
| Mariner Institutional, Llc | Investment advisory (plan) | $130,000 |
| Ifm Investors | Investment management fees (indirect), Investment management, Foreign entity | $123,215 |
| Lyrical Asset Management | Investment management fees (direct), Investment management | $90,446 |
| Segall Bryant & Hamill | Investment management, Investment management fees (direct), Soft dollars commissions | $89,117 |
| Manning & Napier | Investment management, Investment management fees (direct), Securities brokerage commissions | $76,844 |
| Acrisure | Actuarial | $70,135 |
| Pnc Bank | Custodial (securities), Investment management fees (indirect), Float revenue | $66,383 |
| Meyer, Unkovic & Scott | Legal | $51,995 |
| Galliard Capital Management | Investment management, Investment management fees (direct) | $51,683 |
| Newton Investment Management | Investment management, Investment management fees (direct) | $43,453 |
| Diclaudio & Kramer, Llc | Accounting | $24,000 |