Retirement Income Plan Of Utica Mutual Insurance Company
Sponsored by Utica Mutual Insurance Company · EIN 150476880 · Plan #002
- Total assets
- $375M
- Net assets
- $375M
- Active participants
- 212
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Claims processing, Recordkeeping, Investment management | $193,431 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $111,343 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $105,000 |
| Fitzgerald, Depietro, And Wojnas | Accounting, Direct payment from the plan | $15,000 |
| Hunton Andrews Kurth Llp | Legal, Direct payment from the plan | $11,682 |