Civic Intelligence
Contractor

Sage Advisory Services Ltd Co

4 customers • 20 returns • Latest tax year 2024 • Austin, TX

Investment Mgmt Feeinvestment mgmtInvestment Management FeesInvestment ManagementInvestment MgmtInvestment Manager

Customers

4

Returns

20

Total Compensation

$3,279,107

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Steamfitters Lu No 420 Welfare Plan23-271544072024Investment Mgmt Fee$1,053,543
Welfare Fund of the Iuoe Local Unions13-669432082022Investment Manager • Investment Mgmt • investment mgmt$856,818
Uaw Retirees of Mack Trucks45-648844232021Investment Management Fees$777,682
Bryan Health36-341482322020Investment Management$591,064

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$148,514View return
2023Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$146,753View return
2022Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$154,192View return
2022Welfare Fund of the Iuoe Local Unions990Investment Manager5900 SOUTHWEST PARKWAY, Austin, TX 10001$108,480View return
2021Uaw Retirees of Mack Trucks990Investment Management Fees5900 SOUTHWEST PARKWAY BUILDING ON, Austin, TX 78735$289,431View return
2021Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$166,324View return
2020Bryan Health990Investment Management5900 Southwest Parkway, Austin, TX 78735$304,945View return
2020Uaw Retirees of Mack Trucks990Investment Management Fees5900 SOUTHWEST PARKWAY BUILDING ON, Austin, TX 78735$297,863View return
2020Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$154,196View return
2020Welfare Fund of the Iuoe Local Unions990Investment Mgmt5900 SOUTHWEST PKWY, Austin, TX 78735$111,889View return
2019Bryan Health990Investment Management5900 Southwest Parkway, Austin, TX 78735$286,119View return
2019Uaw Retirees of Mack Trucks990Investment Management Fees5900 SOUTHWEST PARKWAY BUILDING ON, Austin, TX 78735$190,388View return
2019Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$147,168View return
2019Welfare Fund of the Iuoe Local Unions990Investment Mgmt5900 SOUTHWEST PKWY, Austin, TX 78735$106,593View return
2018Steamfitters Lu No 420 Welfare Plan990Investment Mgmt Fee5900 SOUTHWEST PARKWAY BLDG 1, Austin, TX 78735$136,396View return
2018Welfare Fund of the Iuoe Local Unions990investment mgmt5900 Southwest Pkwy, Austin, TX 78735$103,750View return
2017Welfare Fund of the Iuoe Local Unions990investment mgmt5900 Southwest Pkwy, Austin, TX 78735$107,169View return
2016Welfare Fund of the Iuoe Local Unions990investment mgmt5900 Southwest Pkwy, Austin, TX 78735$108,132View return
2015Welfare Fund of the Iuoe Local Unions990investment mgmt5900 Southwest Pkwy, Austin, TX 78735$102,048View return
2014Welfare Fund of the Iuoe Local Unions990investment mgmt5900 Southwest Parkway, Austin, TX 78735$108,757View return