Cwa/Itu Negotiated Pension Plan
Sponsored by Board Of Trustees Cwa/Itu Negotiated Pension Plan · EIN 136212879 · Plan #001
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 1,369
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Frank M. Vaccaro & Associates Inc | Contract administrator, Direct payment from the plan | $631,002 |
| Cheiron | Investment management, Direct payment from the plan | $355,449 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $332,174 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $325,472 |
| Pierson Ferdinand Llp | Legal, Investment management fees (direct) | $313,497 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $219,472 |
| Blackrock Institutional Trust Compa | Trustee (institutional), Trustee (discretionary), Investment management | $177,335 |
| Quan Vest Consultants, Inc | Investment advisory (plan), Investment management fees (direct) | $151,750 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $135,532 |
| Lorraine Castle | Employee (plan), Direct payment from the plan | $123,159 |
| Lazard Asset Management | Investment management, Investment management fees (direct) | $106,455 |
| Bridgeway Benefit Technologies | Other services, Direct payment from the plan | $43,297 |
| Loomis Sayles & Company, Lp | Investment management, Investment management fees (direct) | $17,846 |
| Theodore R Rilea Jr | Employee (plan), Direct payment from the plan | $8,236 |
| Daniel Farberman | Employee (plan), Direct payment from the plan | $7,148 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |