Employer

Board Of Administration, Carpenters Pension And An-

1811 Spring Garden Street, Philadelphia, PA 19130 · EIN 23-1613018 · May 1, 2022 to Dec 31, 2022

Plan year 2022

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Renewal and disruption

Flags

Named parties added

+ None - Yucaipa Alliance Managment
+ None - Lem Multifamily Sr. Eq. Fd. Iv L
+ None - Jk Milne Asset Management
+ None - Bridgeway Benefit Technologies
+ None - Tucker Arnsberg Pc
+ None - Chase Ink
+ None - Sage Software Inc

Named parties removed

− None - Innovative Software Solutions
− None - Strassheim Graphic Co Inc
− None - Luma Al Sheika Yousef
− None - Ldi Color Toolbox

Broker tenure

With Ullico Investment Advisors Inc since 2020 · 3 plan years in this dataset

Peer band

1502 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 median615

Relationships

Who else these parties place

Novak Francella LLC50 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

Chartwell Investment Partners LLC19 other local groups

None

Bd Of Trustees Ufcw, Local 1776ks, Wd And Employers Health Fund, Board Of Trustees Eastern Atlantic States Carpenters 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,

Pnc Bank, National Association16 other local groups

None

Afscme Health And Welfare Fund, Asbestos Workers Philadelphia Welfare Fund, Bd Of Tees Of Seiu Local 32bj, Dis 36 Bolr Pension Trust Fund, Board Of Trustees - Teamsters', Board Of Trustees International Brotherh Electrical Workers Pension Pl

Bridgeway Benefit Technologies15 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, Benefit Fund For Hospital And Health Care Employees, Board Of Trustees Eastern Atlantic States Carpenters Health Fund

Boyd Watterson Asset Management LLC15 other local groups

None

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,, Board Of Trustees Usw District 10,Local 286,, Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund

Bank Of New York Mellon12 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Committee Members Of The Usw Retirees Of The, Equitrans Midstream Corporation, Intalco Aluminum LLC

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

Susanin, Widman & Brennan7 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &, Ldc Prepaid Legal Fund, Sheet Metal Workers Health Fund Of Local Union No19, Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment

Wedge Capital Management LLP6 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, 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

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

Investment Performance Services6 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, 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 &

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 Inc4 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, 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

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

Lord, Abbett & Co. LLC3 other local groups

None

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

Tucker Arnsberg Pc3 other local groups

None

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

Kroll Heineman Carton LLC2 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

Segall, Bryant & Hamill2 other local groups

None

Central Pennsylvania Teamsters Health And Welfare Fund, Constellation Energy Generation LLC

The Revolt Group LLC2 other local groups

None

Board Of Trustees Eastern Atlantic States Carpenters Health Fund, Board Of Trustees, Carpenters' Health & Welfare Fund Of Philadelphia &

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

Employee Tx1 other local group

Employee

Board Of Trustees Eastern Atlantic States Carpenters Health Fund

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

Yucaipa Alliance Managment0 other local groups

None

Stone Ridge Investment Partners LLC0 other local groups

None

Lem Multifamily Sr. Eq. Fd. Iv L0 other local groups

None

Jk Milne Asset Management0 other local groups

None

Sage Software Inc0 other local groups

None

Ja Mariano Agency Inc0 other local groups

None

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