DFX Intelligence
Mellon Trust
unclassified
unclassified
7 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
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
- Rhode Island Laborers Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
3 allocators
- Wolf & Company, P.C. Defined Benefit Pension Plan Trusteethrough Sep 30, 2023
- Pension Plan and Employees' Trust of Father Flanagan's Boys' Home Custodianthrough Dec 31, 2022
- Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust | 2024 | 21 | NONE | $209,126 |
| Wolf & Company, P.C. Defined Benefit Pension Plan | 2024 | 21 27 50 | NONE | $208,321 |
| Pension Plan and Employees' Trust of Father Flanagan's Boys' Home | 2024 | 15 19 | $6,168 |
+7 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
- Mellon Trust no longer appears on Rhode Island Laborers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Mellon Trustaskebsa.dol.gov