KARPUS INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
57
Active participants
40,003
Total plan assets
$4.5B
Filings (rows)
57
Direct comp
$3.8M
Indirect comp
$3K
Aggregating 7 name variants under "KARPUS INVESTMENT"
SERVICES PROVIDED
Other44
Advisor / Consultant13
Top plans served
All 57 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED ASSOCIATED PENSION FUND LOCAL 13 U.A. LOCAL 13 PENSION FUND | ROCHESTER, NY | Other NONE | 582 | $373.4M | $117K |
| UNITED ASSOCIATED PENSION FUND LOCAL 13 U.A. LOCAL 13 PENSION FUND | ROCHESTER, NY | Other NONE | 554 | $360.0M | $171K |
| UNITED ASSOCIATED PENSION FUND LOCAL 13 U.A. LOCAL 13 PENSION FUND | ROCHESTER, NY | Other NONE | 554 | $340.6M | $166K |
| IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL NO. 86 PENSION FUND | ROCHESTER, NY | Other NONE | 727 | $285.2M | $159K |
| IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL NO. 86 PENSION FUND | ROCHESTER, NY | Other NONE | 693 | $277.3M | $145K |
| IBEW LOCAL NO. 86 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL NO. 86 PENSION FUND | ROCHESTER, NY | Other NONE | 610 | $255.5M | $175K |
| ROCHESTER LABORERS PENSION FUND ROCHESTER LABORERS PENSION FUND | ROCHESTER, NY | Other NONE | 653 | $208.2M | $76K |
| ROCHESTER LABORERS PENSION FUND ROCHESTER LABORERS PENSION FUND | ROCHESTER, NY | Other NONE | 581 | $200.9M | $98K |
| ROCHESTER LABORERS PENSION FUND ROCHESTER LABORERS PENSION FUND | ROCHESTER, NY | Other NONE | 570 | $192.6M | $133K |
| PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY, NJ | Other NONE | 314 | $190.9M | $66K |
| PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY, NJ | Other NONE | 288 | $177.0M | $63K |
| PLUMBING & PIPEFITTING IND AFL PENSION FUND OF LOCAL UNION NO. 274 | PARSIPPANY, NJ | Other NONE | 308 | $164.8M | $62K |
| BOT BRICKLAYERS & ALLIED CRAFTWORKERS,L 2, ALBANY,NY PENS FD BRICKLAYERS & ALLIED CRAFTWORKERS, LOC 2, ALBANY NY PENSION FUND | ALBANY, NY | Other NONE | 470 | $128.4M | $63K |
| BOT BRICKLAYERS & ALLIED CRAFTWORKERS,L 2, ALBANY,NY PENS FD BRICKLAYERS & ALLIED CRAFTWORKERS, LOC 2, ALBANY NY PENSION FUND | ALBANY, NY | Other NONE | 502 | $126.0M | $46K |
| SHEET METAL WORKERS PENSION FUND 46 SHEET METAL WORKERS' LOCAL 46 PENSION FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT CONSULTANT | 381 | $108.8M | $102K |
| SHEET METAL WORKERS PENSION FUND 46 SHEET METAL WORKERS' LOCAL 46 PENSION FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT CONSULTANT | 362 | $104.2M | $60K |
| SHEET METAL WORKERS PENSION FUND 46 SHEET METAL WORKERS' LOCAL 46 PENSION FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT CONSULTANT | 355 | $99.8M | $59K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN | JACKSONVILLE, FL | Other NONE | 310 | $71.5M | $113K |
| BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE, CA | Other NONE | 1,066 | $67.2M | $37K |
| BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE, CA | Other NONE | 1,020 | $62.6M | $31K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN | JACKSONVILLE, FL | Other NONE | 244 | $59.5M | $112K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN | JACKSONVILLE, FL | Other NONE | 259 | $49.7M | $102K |
| PERRY VETERINARY CLINIC, PLLC PERRY VETERINARY CLINIC, PLLC 401(K) PLAN | PERRY, NY | Advisor / Consultant INVESTMENT ADVISOR | 144 | $39.2M | $216K |
| BOARD OF TRUSTEES OF THE SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELF SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELFARE FUND | PEMBROKE PINES, FL | Other | 2,855 | $34.9M | $109K |
| BOARD OF TRUSTEES OF THE SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELF SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELFARE FUND | PEMBROKE PINES, FL | Other NONE | 2,514 | $30.9M | $109K |
| ROOFERS LOCAL UNION NO. 22 PENSION BOARD OF TRUSTEES ROOFERS LOCAL UNION NO. 22 PENSION FUND | ROCHESTER, NY | Other NONE | 250 | $29.9M | $44K |
| ROOFERS LOCAL UNION NO. 22 PENSION BOARD OF TRUSTEES ROOFERS LOCAL UNION NO. 22 PENSION FUND | ROCHESTER, NY | Other NONE | 237 | $28.9M | $42K |
| ROOFERS LOCAL UNION NO. 22 PENSION BOARD OF TRUSTEES ROOFERS LOCAL UNION NO. 22 PENSION FUND | ROCHESTER, NY | Other NONE | 216 | $27.1M | $41K |
| LABORERS' LOCAL #157 ANNUITY FUND LABORERS' LOCAL #157 ANNUITY FUND | SCHENECTADY, NY | Other NONE | 1,295 | $27.0M | $17K |
| BOARD OF TRUSTEES OF THE SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELF SOUTH FLORIDA HOTEL & CULINARY EMPLOYEES WELFARE FUND | PEMBROKE PINES, FL | Other NONE | 2,260 | $25.8M | $80K |
| LABORERS' LOCAL #157 ANNUITY FUND LABORERS' LOCAL #157 ANNUITY FUND | SCHENECTADY, NY | Other NONE | 1,142 | $24.1M | $10K |
| ROCHESTER LABORERS' WELFARE - SUB FUND UNEMPLOYMENT BENEFIT FUND ROCHESTER LABORERS' WELFARE AND SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ROCHESTER, NY | Other NONE | 725 | $23.2M | $7K |
| ROCHESTER LABORERS' WELFARE - SUB FUND UNEMPLOYMENT BENEFIT FUND ROCHESTER LABORERS' WELFARE AND SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ROCHESTER, NY | Other NONE | 586 | $22.3M | $9K |
| ROCHESTER LABORERS' WELFARE - SUB FUND UNEMPLOYMENT BENEFIT FUND ROCHESTER LABORERS' WELFARE AND SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ROCHESTER, NY | Other NONE | 595 | $21.1M | $11K |
| BOARD OF TRUSTEES BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FD BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FUND | ALBANY, NY | Other NONE | 2,283 | $18.9M | $12K |
| LABORERS' LOCAL 157 HEALTH BENEFITS FUND LABORERS' LOCAL 157 HEALTH BENEFITS FUND | SCHENECTADY, NY | Other NONE | 384 | $18.2M | $13K |
| BOARD OF TRUSTEES BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FD BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FUND | ALBANY, NY | Other NONE | 2,226 | $17.4M | $7K |
| LABORERS' LOCAL 157 HEALTH BENEFITS FUND LABORERS' LOCAL 157 HEALTH BENEFITS FUND | SCHENECTADY, NY | Other NONE | 320 | $15.9M | $9K |
| BOARD OF TRUSTEES BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FD BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FUND | ALBANY, NY | Other NONE | 2,151 | $15.2M | $6K |
| KENNEDY MECHANICAL PLUMBING & HEATING, INC. KENNEDY MECHANICAL PLUMBING & HEATING, INC.401(K) SAVINGS PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 203 | $14.6M | $86K |
| BOT BRICKLAYERS & ALLIED CRAFTWRKRS LOC 2, ALBANY, NY HEALTH BENEFIT F BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 2, ALBANY, NY HEALTH BENEFIT FUND | ALBANY, NY | Other NONE | 598 | $13.5M | $7K |
| BOT BRICKLAYERS & ALLIED CRAFTWRKRS LOC 2, ALBANY, NY HEALTH BENEFIT F BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 2, ALBANY, NY HEALTH BENEFIT FUND | ALBANY, NY | Other NONE | 555 | $13.0M | $8K |
| KENNEDY MECHANICAL PLUMBING & HEATING, INC. KENNEDY MECHANICAL PLUMBING & HEATING, INC.401(K) SAVINGS PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 216 | $12.8M | $86K |
| BOT BRICKLAYERS & ALLIED CRAFTWRKRS LOC 2, ALBANY, NY HEALTH BENEFIT F BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 2, ALBANY, NY HEALTH BENEFIT FUND | ALBANY, NY | Other NONE | 590 | $12.4M | $9K |
| HEALTH & WELFARE FUND OF ROOFERS LOCAL N HEALTH & WELFARE FUND OF ROOFERS LOCAL NO. 22 | ROCHESTER, NY | Other NONE | 119 | $10.7M | $53K |
| KENNEDY MECHANICAL PLUMBING & HEATING, INC. KENNEDY MECHANICAL PLUMBING & HEATING, INC.401(K) SAVINGS PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 201 | $10.5M | $84K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 260 | $9.5M | $59K |
| HEALTH & WELFARE FUND OF ROOFERS LOCAL N HEALTH & WELFARE FUND OF ROOFERS LOCAL NO. 22 | ROCHESTER, NY | Other NONE | 143 | $9.3M | $49K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 263 | $8.7M | $56K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH AND WELFARE FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH A | ROCHESTER, NY | Advisor / Consultant CONSULTANT | 1,359 | $8.2M | $56K |
| HEALTH & WELFARE FUND OF ROOFERS LOCAL N HEALTH & WELFARE FUND OF ROOFERS LOCAL NO. 22 | ROCHESTER, NY | Other NONE | 117 | $8.2M | $56K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH AND WELFARE FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH A | ROCHESTER, NY | Advisor / Consultant CONSULTANT | 1,355 | $7.8M | $56K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS TEAMSTERS ANNUITY FUND | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISOR | 264 | $7.5M | $52K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN | JACKSONVILLE, FL | Other NONE | 282 | $7.3M | $52K |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH AND WELFARE FUND ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH A | ROCHESTER, NY | Advisor / Consultant CONSULTANT | 1,383 | $7.2M | $53K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN | JACKSONVILLE, FL | Other NONE | 252 | $6.5M | $51K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN | JACKSONVILLE, FL | Other NONE | 257 | $6.2M | $51K |