ULLICO/TRUST FUND ADVISORS
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
3
Active participants
1,601
Total plan assets
$417.3M
Filings (rows)
3
Direct comp
$462K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUND BAC LOCAL UNION 15 PENSION FUND | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | 523 | $146.7M | $166K |
| BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUND BAC LOCAL UNION 15 PENSION FUND | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | 524 | $142.5M | $161K |
| BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUND BAC LOCAL UNION 15 PENSION FUND | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGER | 554 | $128.2M | $135K |