BENEFIT

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

3,508

Active participants

9,243,786

Total plan assets

$348.4B

Filings (rows)

3,590

Direct comp

$316.6M

Indirect comp

$8.6M

Aggregating 50 name variants under "BENEFIT"

BENEFIT PLANS ADMIN SERVICES386 BENEFIT PRACTICE279 BENEFIT TRUST270 BENEFIT PLANS PLUS207 BENEFITMALL161 BENEFIT PLANS150 BENEFIT RESOURCES103 BENEFITS MANAGEMENT GROUP97

SERVICES PROVIDED

Other1,907

TPA / Administrator1,027

Custodian195

Recordkeeper165

Advisor / Consultant93

Broker81

Trustee30

Accountant / Auditor13

CITs / DFEs sponsored by this firm

Fund / entity	Plans holding
AMERICAN CENTURY RET HYBRID 2025 TR	217
AMERICAN CENTURY RD HYBRID 2055 CL	150
AMERICAN CENTURY RD HYBRID 2045 CL	149
AMERICAN CENTURY RD HYBRID 2050 CL	147
AMERICAN CENTURY RD HYBRID 2060 CL	144
AMERICAN CENTURY RET HYBRID 2030 TR	142
AMERICAN CENTURY RD HYBRID 2040 CL	140
AMERICAN CENTURY RD HYBRID 2030 CL	139
AMERICAN CENTURY RD HYBRID IN RET C	138
AMERICAN CENTURY RD HYBRID 2025 CL	136
AMERICAN CENTURY RET HYBRID 2035 TR	134
AMERICAN CENTURY RD HYBRID 2035 CL	130

Top plans served

Showing top 500 of 3,508 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS	WASHINGTON, DC	Other NONE	104,686	$27.4B	$9K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS	WASHINGTON, DC	Other NONE	103,525	$24.9B	$9K