Contractor
Chartwell Investment Partners
8 customers • 32 returns • Latest tax year 2024 • Berwyn, PA
Investment MgmtInvesetment Management FeesInvestment ManagerInvestment Managementinvestment mgmtinvestment mngmtConsultingInv. Mgt Fees
Customers
8
Returns
32
Total Compensation
$11,874,009
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Operating Engineers Health and Welfare | 94-2784001 | 11 | 2024 | Investment Mgmt • investment mgmt • investment mngmt | $5,476,091 |
| Operating Engineers Local No 825 | 22-6033381 | 8 | 2023 | Invesetment Management Fees • Investment Management | $2,249,040 |
| Eastern Atlantic States Carpenters | 22-6032181 | 4 | 2022 | Investment Manager | $2,178,476 |
| Operating Engineers Union 3 Pensioned | 94-6096327 | 5 | 2024 | Investment Mgmt | $1,056,151 |
| Electrical Welfare Trust Fund | 52-6038507 | 1 | 2024 | Consulting | $306,342 |
| National Stabilization Agreement of The | 23-7315003 | 1 | 2024 | Investment Manager | $273,798 |
| Heavy & Highway Construction Health And | 23-1527636 | 1 | 2022 | Inv. Mgt Fees | $203,099 |
| Ibew Local 98 Health & Welfare Plan | 23-2082042 | 1 | 2024 | Investment Management | $131,012 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $762,755 | View return |
| 2024 | Electrical Welfare Trust Fund | 990 | Consulting | 1205 WESTLAKES DR STE 100, Berwyn, PA 19312 | $306,342 | View return |
| 2024 | National Stabilization Agreement of The | 990 | Investment Manager | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $273,798 | View return |
| 2024 | Operating Engineers Union 3 Pensioned | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $242,610 | View return |
| 2024 | Ibew Local 98 Health & Welfare Plan | 990 | Investment Management | 105 WESTLAKES DR STE 100, Berwyn, PA 19312 | $131,012 | View return |
| 2023 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $712,621 | View return |
| 2023 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $380,701 | View return |
| 2023 | Operating Engineers Union 3 Pensioned | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $220,505 | View return |
| 2022 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $672,509 | View return |
| 2022 | Eastern Atlantic States Carpenters | 990 | Investment Manager | 1205 WESTLAKES DR STE 100, Berwyn, PA 19312 | $497,814 | View return |
| 2022 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $386,342 | View return |
| 2022 | Operating Engineers Union 3 Pensioned | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $207,443 | View return |
| 2022 | Heavy & Highway Construction Health And | 990 | Inv. Mgt Fees | 11235 WESTLAKES DRIVE SUITE 400, Berwyn, PA 19312 | $203,099 | View return |
| 2021 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $635,203 | View return |
| 2021 | Eastern Atlantic States Carpenters | 990 | Investment Manager | 1205 WESTLAKES DR STE 100, Berwyn, PA 19312 | $528,990 | View return |
| 2021 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $277,715 | View return |
| 2021 | Operating Engineers Union 3 Pensioned | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $207,371 | View return |
| 2020 | Eastern Atlantic States Carpenters | 990 | Investment Manager | 1205 WESTLAKES DR STE 100, Berwyn, PA 19312 | $611,418 | View return |
| 2020 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $514,543 | View return |
| 2020 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $338,687 | View return |
| 2020 | Operating Engineers Union 3 Pensioned | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $178,222 | View return |
| 2019 | Eastern Atlantic States Carpenters | 990 | Investment Manager | 1205 WESTLAKES DR STE 100, Berwyn, PA 19312 | $540,254 | View return |
| 2019 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $467,229 | View return |
| 2019 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $318,969 | View return |
| 2018 | Operating Engineers Health and Welfare | 990 | Investment Mgmt | 1235 WESTLAKES DR STE 400, Berwyn, PA 19312 | $381,613 | View return |
| 2018 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $231,468 | View return |
| 2017 | Operating Engineers Health and Welfare | 990 | investment mgmt | 1235 westlakes dr ste 400, Berwyn, PA 19312 | $435,567 | View return |
| 2017 | Operating Engineers Local No 825 | 990 | Invesetment Management Fees | 1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312 | $169,557 | View return |
| 2016 | Operating Engineers Health and Welfare | 990 | investment mgmt | 1235 westlakes dr ste 400, Berwyn, PA 19312 | $331,298 | View return |
| 2016 | Operating Engineers Local No 825 | 990 | Investment Management | 1205 WESTLAKES DRIVE 100, Berwyn, PA 19312 | $145,601 | View return |
| 2015 | Operating Engineers Health and Welfare | 990 | investment mngmt | 1235 westlakes dr ste 400, Berwyn, PA 19312 | $316,496 | View return |
| 2014 | Operating Engineers Health and Welfare | 990 | investment mngmt | 1235 westlakes dr ste 400, Berwyn, PA 19312 | $246,257 | View return |