Amalgamated Employees Benefits Ad

unclassified
unclassified

1 more Schedule C row

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
1
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

1 allocator

Schedule C rows

4 rows, $401,935 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
S.E.I.U. National Industry Pension Fund202417 50NONE$326,800
Local No. 8 Retirement Fund202412 50 51NONE$25,815
Local No. 8 Retirement Fund202312 50 51NONE$25,260

+1 more Schedule C row

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

  • Dec 31, 2024Consultant changedinferenceS.E.I.U. National Industry Pension Fund
    Amalgamated Employees Benefits Ad appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Amalgamated Employees Benefits Adaskebsa.dol.gov