SEGAL BRYANT
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
41
Active participants
300,108
Total plan assets
$38.1B
Filings (rows)
41
Direct comp
$3.9M
Indirect comp
$51K
Aggregating 6 name variants under "SEGAL BRYANT"
SERVICES PROVIDED
Other36
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| INTERNATIONAL SMALL CAP FUND | 3 |
| SMALL CAP INTERNATIONAL GROWTH | 2 |
| SB & H INTERNATIONAL SML CAP TRUST | 2 |
| SB & H QUALITY HIGH YIELD TRUST | 1 |
| SEGALL BRYANT & HAMILL QUALITY HIGH | 1 |
Top plans served
All 41 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND SHEET METAL WORKERS' NATIONAL PENSION FUND | FALLS CHURCH, VA | Other NONE | 66,166 | $8.9B | $82K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,044 | $3.3B | $397K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 5,824 | $3.2B | $430K |
| PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN | PHOENIX, AZ | Other NONE | 6,307 | $3.1B | $399K |
| BOARD OF TRUSTEES, UFCW NO. CALIF. EMPLOYERS JOINT PENSION PLAN UFCW - NORTHERN CALIFORNIA EMPLOYERS JOINT PENSION | CONCORD, CA | Other NONE | 46,714 | $3.0B | $482K |
| BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFIORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD, CA | Other NONE | 43,053 | $2.9B | $256K |
| BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD, CA | Other NONE | 39,903 | $2.9B | $256K |
| JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND | WASHINGTON, DC | Other NONE | 3,542 | $1.7B | $37K |
| JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND | WASHINGTON, DC | Other NONE | 4,123 | $1.6B | $97K |
| JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND | WASHINGTON, DC | Other NONE | 4,128 | $1.5B | $75K |
| BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY BOILERMAKERS NATIONAL ANNUITY TRUST | KANSAS CITY, MO | Other NONE | 27,657 | $1.3B | $94K |
| BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION TRUST | MARYLAND HEIGHTS, MO | Other NONE | 1,939 | $643.7M | $169K |
| WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON, WV | Advisor / Consultant INVESTMENT MANAGER | 2,157 | $570.0M | $122K |
| BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSION TRUST | MARYLAND HEIGHTS, MO | Other NONE | 1,935 | $555.0M | $186K |
| BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUND SMART LOCAL UNIONS AND COUNCILS PENSION FUND | FALLS CHURCH, VA | Other NONE | 995 | $396.8M | $8K |
| JOINT BOARD OF TRUSTEES OF LOCAL 639 EMPLOYERS HEALTH TRUST FUND TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST FUND | WASHINGTON, DC | Other NONE | 3,324 | $359.7M | $31K |
| JOINT BOARD OF TRUSTEES OF LOCAL 639 EMPLOYERS HEALTH TRUST FUND TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST FUND | WASHINGTON, DC | Other NONE | 3,953 | $325.2M | $95K |
| JOINT BOARD OF TRUSTEES OF LOCAL 639 EMPLOYERS HEALTH TRUST FUND TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST FUND | WASHINGTON, DC | Other NONE | 3,566 | $293.9M | $102K |
| A.F.OF L.-A.G.C. BUILDING TRADES PENSION A.F.OF L.-A.G.C. BUILDING TRADES PENSION PLAN | MOBILE, AL | Advisor / Consultant INVESTMENT MANAGEMENT | 1,177 | $167.5M | $60K |
| OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUST PENSION PLAN FOR LOCAL UNION 527 OF OPERATIVE PLASTERERS AND CEMENT MASONS | BRIDGETON, MO | Other NONE | 511 | $154.0M | $50K |
| A.F.OF L.-A.G.C. BUILDING TRADES PENSION A.F.OF L.-A.G.C. BUILDING TRADES PENSION PLAN | MOBILE, AL | Advisor / Consultant INVESTMENT MANAGEMENT | 1,101 | $153.3M | $69K |
| OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 527 PENSION TRUST PENSION PLAN FOR LOCAL UNION 527 OF OPERATIVE PLASTERERS AND CEMENT MASONS | BRIDGETON, MO | Other NONE | 498 | $140.8M | $31K |
| MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSION MILK DRIVERS AND DAIRY EMPLOYEES LOCAL 246 PENSION FUND | LANDOVER, MD | Other NONE | 165 | $104.9M | $26K |
| MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSION MILK DRIVERS AND DAIRY EMPLOYEES LOCAL 246 PENSION FUND | LANDOVER, MD | Other NONE | 158 | $100.0M | $18K |
| MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSION MILK DRIVERS AND DAIRY EMPLOYEES LOCAL 246 PENSION FUND | LANDOVER, MD | Other NONE | 150 | $97.3M | $17K |
| BOARD OF TRUSTEES BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN LONG ISLAND PENSION FUND | RONKONKOMA, NY | Other NONE | 483 | $75.2M | $39K |
| BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO | DENVER, CO | Other NONE | 2,787 | $52.3M | $24K |
| BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN BRICKLAYERS ALLIED CRAFTSMEN PENSION PLAN LOCAL NO 3 | HOLLAND, OH | Other NONE | 205 | $47.2M | $6K |
| BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO | DENVER, CO | Other NONE | 2,639 | $46.2M | $21K |
| BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO | DENVER, CO | Other NONE | 2,576 | $43.4M | $18K |
| THE BOARD OF TRUSTEES OF THE MARITIME ASSOCIATION - I.L.A. WELFARE FUN MARITIME ASSOCIATION - I.L.A. WELFARE FUND | HOUSTON, TX | Other NONE | 3,583 | $41.3M | $9K |
| TRUSTEES- PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN | SOUTH BURLINGTON, VT | Other NONE | 162 | $31.4M | $17K |
| LIUNA TRAINING OF MICHIGAN LIUNA TRAINING OF MICHIGAN | LANSING, MI | Other NONE | 7,476 | $21.6M | $10K |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 HEALTH & WELFARE PLAN | SAN FRANCISCO, CA | Other NONE | 1,184 | $16.4M | $43K |
| BOARD OF TRUSTEES, WATERFRONT EMPLOYERS -I.L.A. WELFARE PLAN WATERFRONT EMPLOYERS-I.L.A. WELFARE PLAN | CHARLESTON, SC | Other NONE | 1,586 | $14.6M | $14K |
| BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 HEALTH & WELFARE PLAN | SAN FRANCISCO, CA | Other NONE | 1,196 | $14.2M | $13K |
| UNITED STEELWORKERS OF AMERICA AFL HIGHWAY & HEAVY BOARD OF TRUSTEES UNITED STEELWORKERS AFL-CIO-CLC HIGHWAY & HEAVY CONTRACTORS MULTI-EMPLOYER HEALTH AND WELFARE PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 255 | $11.6M | $11K |
| UNITED STEELWORKERS OF AMERICA AFL HIGHWAY & HEAVY BOARD OF TRUSTEES UNITED STEELWORKERS AFL-CIO-CLC HIGHWAY & HEAVY CONTRACTORS MULTI-EMPLOYER HEALTH AND WELFARE PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 284 | $11.5M | $13K |
| STONE AND MARBLE MASONS OF METRO WASHING FD STONE AND MARBLE MASONS OF METROPOLITAN WASHINGTON DC HEALTH AND WELFARE FUND | COLUMBIA, MD | Other NONE | 197 | $11.0M | $15K |
| STONE AND MARBLE MASONS OF METRO WASHING FD STONE AND MARBLE MASONS OF METROPOLITAN WASHINGTON DC HEALTH AND WELFARE FUND | COLUMBIA, MD | Other NONE | 201 | $10.8M | $22K |
| STONE AND MARBLE MASONS OF METRO WASHING FD STONE AND MARBLE MASONS OF METROPOLITAN WASHINGTON DC HEALTH AND WELFARE FUND | COLUMBIA, MD | Other NONE | 204 | $10.6M | $19K |