Form 5500 Search

ALTERITY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
32
Active participants
542,359
Total plan assets
$274.4B
Filings (rows)
32
Direct comp
$1.8M
Indirect comp
$0
Aggregating 3 name variants under "ALTERITY"

SERVICES PROVIDED

Other26
Advisor / Consultant6

Top plans served

All 32 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
OAKLAND, CA
Other
NONE
0$66.6B$470K
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
OAKLAND, CA
Other
NONE
0$62.0B$525K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
JERSEY CITY, NJ
Other
NONE
185,310$52.9B$35K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
ARMONK, NY
Other
PARTY-IN-INTEREST
43,052$17.9B$13K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE RETIREMENT PLAN
JERSEY CITY, NJ
Other
NONE
78,270$16.1B$45K
HP INC.
HP INC. 401(K) PLAN
AUSTIN, TX
Other
CONSULTING
14,722$9.7B$29K
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
MINNEAPOLIS, MN
Other
NONE
40,642$8.3B$83K
THERMO FISHER SCIENTIFIC, INC.
THERMO FISHER SCIENTIFIC INC. 401(K) RETIREMENT PLAN
PITTSBURGH, PA
Other
CONSULTING
41,102$6.6B$101K
HP INC.
HP INC. PENSION PLAN
SPRING, TX
Other
NONE
3,176$4.6B$14K
THE COCA-COLA COMPANY
THE COCA-COLA COMPANY MASTER RETIREMENT TRUST
ATLANTA, GA
Other
NONE
$4.4B$10K
HP INC.
HP INC. PENSION PLAN
SPRING, TX
Other
NONE
3,281$4.2B$22K
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST
PITTSBURGH, PA
Other
NONE
$3.8B$33K
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY MASTER RETIREMENT TRUST
PITTSBURGH, PA
Other
NONE
$3.8B$16K
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
PHOENIX, AZ
Other
NONE
6,044$3.3B$39K
CELANESE AMERICAS LLC
CELANESE AMERICAS RETIREMENT PENSION PLAN
IRVING, TX
Advisor / Consultant
CONSULTANT
1,096$2.1B$22K
CELANESE AMERICAS LLC
CELANESE AMERICAS RETIREMENT PENSION PLAN
IRVING, TX
Advisor / Consultant
CONSULTANT
1,192$2.0B$73K
AUTOMATIC DATA PROCESSING, INC.
AUTOMATIC DATA PROCESSING INC PENSION RETIREMENT PLAN
ROSELAND, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT
10,049$1.7B$30K
HENRY SCHEIN, INC.
HENRY SCHEIN, INC. 401(K) SAVINGS PLAN
MELVILLE, NY
Advisor / Consultant
CONSULTANT
7,079$1.6B$80K
FTI CONSULTING, INC.
FTI CONSULTING, INC. 401(K) PLAN
WASHINGTON, DC
Advisor / Consultant
CONSULTANT
4,676$1.2B$10K
FTI CONSULTING, INC.
FTI CONSULTING, INC. 401(K) PLAN
BOWIE, MD
Advisor / Consultant
CONSULTANT
4,347$1.0B$37K
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN
CHICAGO, IL
Other
NONE
0$797.6M$17K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM MEDICAL PLAN FOR REGULAR FULL-TIME AND REGULAR PART-TIME EMPLOYEES
ARMONK, NY
Other
PARTY-IN INTEREST
46,188$33.6M$13K
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM MEDICAL PLAN FOR REGULAR FULL-TIME AND REGULAR PART-TIME EMPLOYEES
ARMONK, NY
Other
PARTY-IN INTEREST
50,667$29.7M$27K
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN
PETALUMA, CA
Other
ADMINISTRATORS
189$4K
GRIFFIN CAPITAL COMPANY, LLC
GRIFFIN CAPITAL COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN
EL SEGUNDO, CA
Other
ADMINISTRATORS
156$4K
GRIFFIN CAPITAL COMPANY, LLC
GRIFFIN CAPITAL COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN
EL SEGUNDO, CA
Other
ADMINISTRATORS
47$4K
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN
PETALUMA, CA
Other
ADMINISTRATORS
189$3K
SWORDS TO PLOWSHARES
SWORDS TO PLOWSHARES HEALTH & WELFARE PLAN
SAN FRANCISCO, CA
Other
ADMINISTRATOR
174$9K
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC. HEALTH AND WELFARE PLAN
PETALUMA, CA
Other
ADMINISTRATORS
189$3K
MORTON & BASSETT SPICES
MORTON & BASSETT SPICES HEALTH & WELFARE BENEFIT PLAN
ROHNERT PARK, CA
Other
ADMINISTRATOR
106$3K
F. KORBEL AND BROS, INC.
F. KORBEL AND BROS, INC. HEALTH & WELFARE BENEFIT PLAN
GUERNEVILLE, CA
Other
ADMINISTRATOR
309$3K
WILLIS CONSTRUCTION COMPANY, INC.
WILLIS CONSTRUCTION COMPANY INC. HEALTH & WELFARE PLAN
SAN JUAN BAUTISTA, CA
Other
ADMINISTRATOR
107$512