Employer

Board Of Administration, Carpenters Pension And An-

1811 Spring Garden Street, Philadelphia, PA 19130 · EIN 23-1613018 · May 1, 2021 to Apr 30, 2022

Plan year 2021

View

Renewal and disruption

Flags

Named parties added

+ None - Segall, Bryant & Hamill
+ None - Luma Al Sheika Yousef
+ None - Susanin, Widman & Brennan
+ None - Ldi Color Toolbox
+ None - Patriot Financial Partners, Lp

Named parties removed

− None - Jk Milne Asset Management
− None - Rothschild Asset Management Inc
− None - Segall, Bryant & Hamill
− None - Morris James LLP
− None - Tucker Arnsberg Pc
− None - Cowen And Company LLC
− Patient Advocate - Iron Mountain
− None - Automatic Data Processing
− None - Ajilon Professional Staffing
− None - Proxy Vote Plus LLC

Broker tenure

With Ullico Investment Advisors Inc since 2020 · 2 plan years in this dataset

Peer band

1519 Lancaster groups · 250+ lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

This company15,130Peer median616.5

Relationships

Who else these parties place

Novak Francella LLC46 other local groups

None

Asbestos Workers Philadelphia Welfare Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Welfare Trust Fund, Bd Of Trustees Of Seiu Local 32bj,Dist36 Bolr Legal Services Trust Fd, Benefit Fund For Hospital And Health Care Employees

Innovative Software Solutions21 other local groups

None

Asbestos Workers Philadelphia Welfare Fund, Benefit Fund For Hospital And Health Care Employees, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Ibew Local Union 375 Electricians' Welfare Fund, International Brotherhood Of Electrical Workers Local 56

Boyd Watterson Asset Management LLC19 other local groups

None

Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund, Board Of Trustees International Brotherh Electrical Workers Pension Pl, Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees Of Teamsters Local 830 Welfare Fund, Board Of Trustees Usw District 10, Local 286,

Chartwell Investment Partners LLC18 other local groups

None

Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund, Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees Steamfitters Local #449 Pension Fund, Board Of Trustees Usw District 10,Local 286,, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Pnc Realty Investors Inc16 other local groups

None

Afscme Health And Welfare Fund, Asbestos Workers Philadelphia Welfare Fund, Board Of Trustees - Teamsters', Board Of Trustees International Brotherh Electrical Workers Pension Pl, Board Of Trustees Of Southern Painters Welfare Fund

Bank Of New York Mellon12 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Committee Members Of The Usw Retirees Of The, Equitrans Midstream Corporation, Intalco Aluminum LLC, Laborers District Council Of W. Pa Welfare Fund Board Of Trustees

The Mckeogh Company11 other local groups

None

Asbestos Workers Philadelphia Welfare Fund, Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir, Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Bricklayers & Allied Craftworkers Local 1 Pa/De Health & Welfare Fd

Loomis Sayles & Company LLP6 other local groups

None

Board Of Trustees Of Teamsters Local 830 Welfare Fund, Board Of Trustees Steamfitters Local #449 Pension Fund, Ibew Local 98 Health & Welfare Plan Board Of, National Elevator Industry Health Benefit Plan Board Of Trustees, Retirees Of The Goodyear Tire & Rubber Company Health Care Trust

Wedge Capital Management LLP5 other local groups

None

Board Of Trustees Usw District 10, Local 286,, Board Of Trustees Usw District 10,Local 286,, International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De, Laborers' District Council Heavy & Highway Health & Welfare Fund, Teamsters Local 830 Pension Plan

Investment Performance Services5 other local groups

None

Board Of Trustees Of Plumbers Lu 690 Health Plan, Board Of Trustees Usw District 10, Local 286,, Board Of Trustees Usw District 10,Local 286,, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Central Pennsylvania Teamsters Health And Welfare Fund

Susanin, Widman & Brennan5 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Ldc Prepaid Legal Fund, Sheet Metal Workers Health Fund Of Local Union No19, Trustees Cement Masons Union Local No. 592 Welfare Plan, Trustees Of The Cement Masons Union Local 592 Pension Plan

Hardman Johnston Global Advisors4 other local groups

None

International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De, Laborers Local Union No. 158 Health And Welfare Fund, Teamsters Local 830 Pension Plan, Trustees Of The Cement Masons Union Local 592 Pension Plan

Great Lakes Advisors LLC4 other local groups

None

Board Of Trustees Usw District 10,Local 286,, Central Pennsylvania Teamsters Health And Welfare Fund, International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De, Teamsters Local 830 Pension Plan

Sierra Investment Partners Inc3 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, International Union Of Operating Engineers Welfare Fund Of East. Pa &, International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De

Newtower Trust Company3 other local groups

None

Board Of Trustees International Brotherh Electrical Workers Pension Pl, Ibew Local # 98 Sound And Communication Workers Health And Welfare Pla, Ibew Local 98 Health & Welfare Plan Board Of

Lord, Abbett & Co. LLC2 other local groups

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, National Elevator Industry Health Benefit Plan Board Of Trustees

Ullico Investment Advisors Inc1 other local group

Broker

Board Of Trustees International Brotherh Electrical Workers Pension Pl

Union Labor Life Insurance Company1 other local group

None

Board Of Trustees International Brotherh Electrical Workers Pension Pl

The Revolt Group LLC1 other local group

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Kroll Heineman Carton LLC1 other local group

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Strassheim Graphic Co Inc1 other local group

None

Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Patriot Financial Partners, Lp1 other local group

None

International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De

Hamilton Lane Advisors, LLC1 other local group

None

Board Of Trustees International Brotherh Electrical Workers Pension Pl

Stone Ridge Investment Partners LLC0 other local groups

None

Employee La0 other local groups

Employee

Segall, Bryant & Hamill0 other local groups

None

Ja Mariano Agency Inc0 other local groups

None

Loading employer…