Form 5500 Search

ARTHUR J

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
85
Active participants
412,942
Total plan assets
$12.5B
Filings (rows)
86
Direct comp
$7.6M
Indirect comp
$621K

SERVICES PROVIDED

Other56
Advisor / Consultant17
Broker8
Actuary3
Insurance1
Legal counsel1

Top plans served

Showing top 86 of 85 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUND
UNITED FOOD AND COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST PENSION FUND
DOWNERS GROVE, IL
Other
NONE
1,670$1.9B$0
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH MASTER TRUST
INDIANAPOLIS, IN
Actuary
ACTUARY
$1.7B$638K
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH CASH BALANCE PLAN A
INDIANAPOLIS, IN
Other
ADMINISTRATION
6,807$1.2B$552K
BOARD OF TRUSTEES OF CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL H&W
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL HEAL
WESTCHESTER, IL
Other
NONE
11,150$705.1M$0
BOARD OF TRUSTEES OF MASON TENDERS DISTRICT COUNCIL WELFARE FUND
MASON TENDERS' DISTRICT COUNCIL WELFARE FUND
NEW YORK, NY
Other
NONE
7,983$570.4M$12K
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND
PENSION FUND OF CEMENT MASONS UNION LOCAL NO. 502
BELLWOOD, IL
Other
NONE
1,218$540.9M$17K
ATH HOLDING COMPANY LLC
ELEVANCE HEALTH CASH BALANCE PLAN B
INDIANAPOLIS, IN
Actuary
ACTUARY
402$500.6M$86K
ACCE BENEFIT TRUST
ACCE BENEFIT TRUST PROFIT SHARING PLAN
ALEXANDRIA, VA
Other
OTHER SERVICES
3,470$464.8M
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC
ICI MULTIPLE EMPLOYER PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
2,722$448.5M$78K
ACCE BENEFIT TRUST
ACCE BENEFIT TRUST PROFIT SHARING PLAN
ALEXANDRIA, VA
Other
OTHER SERVICES
3,283$422.8M$0
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC
ICI MULTIPLE EMPLOYER PLAN
INDIANAPOLIS, IN
Advisor / Consultant
ADVISOR
2,684$408.7M$23K
ACCE BENEFIT TRUST
ACCE BENEFIT TRUST PROFIT SHARING PLAN
ALEXANDRIA, VA
Other
OTHER SERVICES
3,015$365.2M$0
NTN USA CORPORATION
NTN RETIREMENT SAVINGS PLAN
MT. PROSPECT, IL
Other
NONE
4,167$248.2M$16K
BOARD OF TRUSTEES OF UNITED FOOD & COMMERCIAL WKRS LOCAL 1546 PENSION
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546 PENSION PLAN
CHICAGO, IL
Other
NONE
4,471$204.1M$6K
WINN MANAGEMENT GROUP LLC
WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN
BOSTON, MA
Other
OTHER SERVICES
3,810$157.6M$8K
WINN MANAGEMENT GROUP LLC
WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN
BOSTON, MA
Legal counsel
ATTORNEY/LEGAL
3,810$157.6M$8K
REGENTS OF THE UNIVERSITY OF COLORADO
UNIVERSITY OF COLORADO HEALTH AND WELFARE TRUST
DENVER, CO
Other
NONE
23,609$137.6M$158K
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
LOS ANGELES, CA
Other
NONE
89$136.3M$19K
ZEECO, INC.
ZEECO, INC. 401(K) PLAN
BROKEN ARROW, OK
Advisor / Consultant
CONSULTANT
818$134.6M$45K
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
LOS ANGELES, CA
Other
NONE
96$129.6M$19K
MOUNT SAINT MARY'S UNIVERSITY
MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL
LOS ANGELES, CA
Other
NONE
555$124.4M$16K
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
BASIC PENSION PLAN FOR EMPLOYEES OF JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
LOS ANGELES, CA
Other
NONE
109$122.0M$18K
WINN MANAGEMENT GROUP LLC
WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN
BOSTON, MA
Broker
INSURANCE AGENT/BROK
3,310$115.3M$8K
REGENTS OF THE UNIVERSITY OF COLORADO
UNIVERSITY OF COLORADO HEALTH AND WELFARE TRUST
DENVER, CO
Other
NONE
22,383$111.0M$152K
ZEECO, INC.
ZEECO, INC. 401(K) PLAN
BROKEN ARROW, OK
Advisor / Consultant
CONSULTANT
711$108.0M$56K
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
23,680$101.4M$201K
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
22,433$95.0M$194K
RETA TRUST
RETA PLAN
WALNUT CREEK, CA
Other
N/A
21,890$90.5M$207K
ZEECO, INC.
ZEECO, INC. 401(K) PLAN
BROKEN ARROW, OK
Advisor / Consultant
CONSULTANT
612$87.5M$18K
EQUITY LIFESTYLE PROPERTIES, INC.
EQUITY LIFESTYLE PROPERTIES, INC. RETIREMENT SAVINGS PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
3,328$87.1M$8K
BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN
OPEIU NATIONAL RETIREMENT SAVINGS PLAN
WESTBURY, NY
Other
NONE
1,888$86.3M$6K
TRUSTEES OF UFCW LOCAL 1546 HEALTH AND WELFARE FUND
UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1546 HEALTH AND WELFARE FUND
CHICAGO, IL
Other
NONE
4,466$65.4M$16K
SHEET METAL WORKERS UNIONS LOCAL 24
SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST
CINCINNATI, OH
Other
NONE
436$60.7M$6K
MARGOLIS EDELSTEIN
MARGOLIS EDELSTEIN 401(K) PROFIT SHARING PLAN
PHILADELPHIA, PA
Broker
INSURANCE AGENT/BROK
186$59.4M$23K
COMPOSITION ROOFERS LOCAL 42 PENSION PLAN
COMPOSITION ROOFERS LOCAL 42 PENSION PLAN
CINCINNATI, OH
Other
NONE
137$58.2M$24K
SHEET METAL WORKERS UNIONS LOCAL 24
SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST
CINCINNATI, OH
Other
NONE
423$53.1M$6K
MINNESOTA VIKINGS FOOTBALL, LLC
MINNESOTA VIKINGS 401(K) PLAN
EAGAN, MN
Advisor / Consultant
INVESTMENT ADVISOR
289$49.7M$25K
SHEET METAL WORKERS UNIONS LOCAL 24
SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST
CINCINNATI, OH
Other
NONE
416$44.9M$6K
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION
DEARBORN, MI
Other
NOT RELATED
2,330$43.5M$0
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION
DEARBORN, MI
Other
NOT RELATED
2,312$37.3M$0
ALTISOURCE PORTFOLIO SOLUTIONS, INC.
ALTISOURCE EMPLOYEES' SAVINGS PLAN
ATLANTA, GA
Advisor / Consultant
CONSULTANT
261$36.9M$32K
BALDWIN RICHARDSON FOODS COMPANY
BALDWIN RICHARDSON FOODS COMPANY 401(K) PROFIT SHARING PLAN
MACEDON, NY
Advisor / Consultant
INVESTMENT ADVISORY
665$30.6M$25K
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE
DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION
DEARBORN, MI
Other
NOT RELATED
2,217$30.3M$0
BD OF TRUSTEES OHIO LOCAL NO 1
OHIO LOCAL NO 1 OPERATIVE PLASTERERS AND CEMENT MASONS PENSION FUND
CANFIELD, OH
Other
NONE
285$27.9M$19K
BALDWIN RICHARDSON FOODS COMPANY
BALDWIN RICHARDSON FOODS COMPANY 401(K) PROFIT SHARING PLAN
MACEDON, NY
Advisor / Consultant
INVESTMENT ADVISORY
477$24.4M$38K
COMPOSITION ROOFERS LOCAL 42 PENSION PLAN
COMPOSITION ROOFERS LOCAL 42 PENSION PLAN
CINCINNATI, OH
Other
138$21.3M$16K
EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION
EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN
GREENBELT, MD
Advisor / Consultant
INVESTMENT ADVISORY
171$15.1M$10K
THE BANGOR PUBLISHING COMPANY
THE BANGOR PUBLISHING COMPANY PENSION PLAN
BANGOR, ME
Actuary
ACTUARY
13$15.0M$91K
CHARTBEAT INC.
CHARTBEAT 401K PLAN
AUSTIN, TX
Advisor / Consultant
ADVISORY
104$14.0M$19K
MEDICAL PRACTICE CONSORTIUM
MEDICAL PRACTICE CONSORTIUM HEALTH PLAN
INDIANAPOLIS, IN
Other
NONE
909$13.3M$44K
BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN
BRICKLAYERS LOCAL NO. 55 PENSION PLAN
INDIANAPOLIS, IN
Other
NONE
146$11.8M$17K
SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND
SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND
CANFIELD, OH
Other
NONE
864$11.8M$9K
BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN
BRICKLAYERS LOCAL NO. 55 PENSION PLAN
INDIANAPOLIS, IN
Other
NONE
138$11.5M$16K
BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN
BRICKLAYERS LOCAL NO. 55 PENSION PLAN
INDIANAPOLIS, IN
Other
NONE
208$11.4M$17K
SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND
SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND
CANFIELD, OH
Other
NONE
912$10.4M$13K
NJHA INSURANCE FUND
NJHA INSURANCE FUND WELFARE PLAN
PRINCETON, NJ
Broker
INSURANCE AGENT
76,979$9.2M$111K
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC.
MORGAN MEMORIAL GOODWILL INDUSTRIES INC 403 (B) RETIREMENT PLAN
BOSTON, MA
Other
SERVICE PROVIDER
463$8.2M$18K
BOARD OF TRUSTEES ROOFERS LOCAL NO. 75 PENSION FUND
ROOFERS LOCAL NO. 75 PENSION FUND
INDIANAPOLIS, IN
Other
NONE
63$7.9M$15K
ROMAN CATHOLIC BISHOP OF PORTLAND
ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST
PORTLAND, ME
Other
NONE
32$7.9M$7K
NJHA INSURANCE FUND
NJHA INSURANCE FUND WELFARE PLAN
PRINCETON, NJ
Broker
INSURANCE AGENT
61,345$7.8M$116K
BOARD OF TRUSTEES ROOFERS LOCAL NO. 75 PENSION FUND
ROOFERS LOCAL NO. 75 PENSION FUND
INDIANAPOLIS, IN
Other
NONE
67$7.7M$14K
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC.
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. OCCUPATIONAL INJURY BENEFITS PLAN
RICHARDSON, TX
Other
NONE
19,020$7.3M$410K
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC.
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. OCCUPATIONAL INJURY BENEFITS PLAN
RICHARDSON, TX
Other
NONE
20,580$7.3M$398K
ROMAN CATHOLIC BISHOP OF PORTLAND
ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST
PORTLAND, ME
Other
NONE
31$7.2M$7K
NJHA INSURANCE FUND
NJHA INSURANCE FUND WELFARE PLAN
PRINCETON, NJ
Broker
INSURANCE AGENT
$7.1M$114K
MORGAN MEMORIAL GOODWILL INDUSTRIES
MORGAN MEMORIAL GOODWILL INDUSTRIES INC 403 (B) RETIREMENT PLAN
BOSTON, MA
Other
SERVICE PROVIDER
490$7.1M$16K
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC.
TEXAS SONIC EMPLOYERS TRADE ASSOCIATION, INC. OCCUPATIONAL INJURY BENEFITS PLAN
RICHARDSON, TX
Other
NONE
18,270$7.0M$422K
SAGL LLC
THE LINE & SAGUARO HOTELS 401K PLAN
NEW YORK, NY
Advisor / Consultant
ADVISORY
730$6.8M$12K
ROMAN CATHOLIC BISHOP OF PORTLAND
ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST
PORTLAND, ME
Other
NONE
38$6.2M$8K
APPROVED TRANSPORTATION AND WAREHOUSING,LTD
THE DEWITT COMPANIES 401(K) PLAN
SAN DIEGO, CA
Advisor / Consultant
ADVISOR
433$5.8M$19K
BOARD OF TRUSTEES OF ORION
ORION HEALTH INSURANCE POOL, INC.
PHOENIX, AZ
Other
RISK MANAGEMENT
357$5.7M$373K
SAGL LLC
THE LINE & SAGUARO HOTELS 401K PLAN
NEW YORK, NY
Advisor / Consultant
ADVISORY
1,035$5.4M$10K
BOARD OF TRUSTEES OF ORION
ORION HEALTH INSURANCE POOL, INC.
PHOENIX, AZ
Other
RISK MANAGEMENT
342$5.2M$354K
BOARD OF TRUSTEES OF ORION
ORION HEALTH INSURANCE POOL, INC.
PHOENIX, AZ
Other
RISK MANAGEMENT
323$4.4M$354K
UNCLE G'S MANAGEMENT CORP
UNCLE G'S MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST
MELVILLE, NY
Advisor / Consultant
ADVISORY
1,560$3.8M$16K
DIRECT AUCTION SERVICES, LLC
DIRECT AUCTION SERVICES, LLC 401(K) PLAN
HENDERSONVILLE, TN
Insurance
INSURANCE COMPANY
140$3.4M$344
UNCLE G'S MANAGEMENT CORP
UNCLE G'S MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST
MELVILLE, NY
Advisor / Consultant
ADVISORY
1,914$3.1M$7K
HAWAII ISLAND AIR, INC.
ISLAND AIR 401(K) RETIREMENT SAVINGS PLAN
HONOLULU, HI
Other
NONE
0$1.7M$933
CALIFORNIA METALS COALITION
CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND WELFARE BENEFIT PLAN
EL DORADO HILLS, CA
Other
ADMINISTRATOR
1,230$1.5M$323K
CALIFORNIA METALS COALITION
CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND
EL DORADO HILLS, CA
Broker
BROKER
1,662$1.5M$850K
CALIFORNIA METALS COALITION
CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND
EL DORADO HILLS, CA
Broker
BROKER
1,122$1.4M$547K
HYTROL CONVEYOR CO., INC.
HYTROL CONVEYOR CO., INC. GROUP INSURANCE PLAN
JONESBORO, AR
Other
NONE
1,625$11K
HYTROL CONVEYOR CO., INC.
HYTROL CONVEYOR CO., INC. GROUP INSURANCE PLAN
JONESBORO, AR
Other
NONE
1,683$7K
ADVANCED IT CONCEPTS
ADVANCED IT CONCEPTS EMPLOYEE BENEFITS PLAN
WINTER SPRINGS, FL
Broker
BROKER
64$25K
OZARK HEALTH, INC.
OZARK HEALTH, INC. WELFARE BENEFITS PLAN
CLINTON, AR
Other
NONE
191$35K
OZARK HEALTH, INC.
OZARK HEALTH, INC. WELFARE BENEFITS PLAN
CLINTON, AR
Other
NONE
287$6K
ARTHUR J — Form 5500 Service Provider Profile | Form 5500 Search