DFX Intelligence
Union Bank and Trust
unclassified· MN
unclassified
11 more other clients and 36 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
14 allocators
- Ironworkers Local 549-550 Pension Plan Custodianthrough Mar 31, 2025
- Minnesota Teamsters Construction Division Pension Fund Custodianthrough Nov 30, 2023
- Electrical Workers Local No. 292 Pension Plan Custodianthrough Apr 30, 2023
+11 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
39 rows, $4.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Minnesota Laborers Pension Fund | 2024 | 19 51 72 | NONE | $436,092 |
| Twin City Carpenters and Joiners Pension Fund | 2024 | 19 50 | NONE | $269,891 |
| Electrical Workers Local No. 292 Pension Plan | 2024 | 19 28 51 72 | NONE | $121,540 |
+36 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Union Bank and Trust appears on Electrical Workers Local No. 292 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Union Bank and Trustaskebsa.dol.gov