Form 5500 Search

BERARD &

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
27
Active participants
32,301
Total plan assets
$4.4B
Filings (rows)
27
Direct comp
$215K
Indirect comp
$0

SERVICES PROVIDED

Other27

Top plans served

All 27 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LI
ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LONG ISLAND
HAUPPAUGE, NY
Other
NONE
2,390$445.6M$6K
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND
I. B. E. W. LOCAL 25 401K FUND
HAUPPAUGE, NY
Other
NONE
2,394$428.6M$5K
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LI
ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LONG ISLAND
HAUPPAUGE, NY
Other
NONE
2,386$419.9M$5K
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LI
ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LONG ISLAND
HAUPPAUGE, NY
Other
NONE
2,345$399.7M$5K
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND
I. B. E. W. LOCAL 25 401K FUND
HAUPPAUGE, NY
Other
NONE
2,403$395.6M$5K
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND
I. B. E. W. LOCAL 25 401K FUND
HAUPPAUGE, NY
Other
NONE
2,389$361.5M$5K
BOARD OF TRUSTEES I.B.E.W. LOCAL 25 PENSION FUND
I. B. E. W. LOCAL 25 PENSION FUND
HAUPPAUGE, NY
Other
NONE
1,431$324.0M$5K
BOARD OF TRUSTEES I.B.E.W. LOCAL 25 PENSION FUND
I. B. E. W. LOCAL 25 PENSION FUND
HAUPPAUGE, NY
Other
NONE
1,677$298.9M$5K
BOARD OF TRUSTEES I.B.E.W. LOCAL 25 PENSION FUND
I. B. E. W. LOCAL 25 PENSION FUND
HAUPPAUGE, NY
Other
NONE
1,656$274.6M$5K
IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN
IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN
HARRIMAN, NY
Other
NONE
1,155$161.2M$10K
IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN
IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN
HARRIMAN, NY
Other
NONE
1,140$150.5M$12K
IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN
IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN
HARRIMAN, NY
Other
NONE
1,136$138.4M$7K
BOARD OF TRUSTEES OF THE IBEW LOCAL 25 HEALTH & BENEFIT FUND
IBEW LOCAL 25 HEALTH & BENEFIT FUND
HAUPPAUGE, NY
Other
NONE
1,596$82.4M$7K
BOARD OF TRUSTEES OF THE IBEW LOCAL 25 HEALTH & BENEFIT FUND
IBEW LOCAL 25 HEALTH & BENEFIT FUND
HAUPPAUGE, NY
Other
NONE
1,671$76.8M$6K
BOARD OF TRUSTEES OF THE IBEW LOCAL 25 HEALTH & BENEFIT FUND
IBEW LOCAL 25 HEALTH & BENEFIT FUND
HAUPPAUGE, NY
Other
NONE
1,699$71.0M$6K
TRUSTEES OF IBEW LOCAL 363-WELFARE
IBEW LOCAL 363 WELFARE PLAN
HARRIMAN, NY
Other
NONE
763$61.6M$13K
TRUSTEES OF IBEW LOCAL 363-WELFARE
IBEW LOCAL 363 WELFARE PLAN
HARRIMAN, NY
Other
NONE
764$55.7M$21K
TRUSTEES OF IBEW LOCAL 363-WELFARE
IBEW LOCAL 363 WELFARE PLAN
HARRIMAN, NY
Other
NONE
770$49.6M$7K
INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU
INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND
HUDSON, NY
Other
NONE
66$36.9M$11K
INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU
INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND
HUDSON, NY
Other
NONE
67$34.5M$11K
INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LU
INTERNATIONAL ASSOCIATION OF HEAT, FROST INSULATORS & ALLIED WORKERS LU 91 PENSION FUND
PEEKSKILL, NY
Other
NONE
64$32.2M$11K
INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU
ALLIED WORKERS LOCAL 91 ANNUITY FUND
HUDSON, NY
Other
NONE
110$18.5M$11K
INTL. ASSOC. OF HEAT,FROST INSUL. ALLIED WORKERS LU
ALLIED WORKERS LOCAL 91 ANNUITY FUND
HUDSON, NY
Other
NONE
101$16.7M$11K
TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
HARRIMAN, NY
Other
NONE
703$8.0M$5K
TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
HARRIMAN, NY
Other
NONE
700$7.7M$5K
TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND
HARRIMAN, NY
Other
NONE
694$7.1M$5K
LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND TTEES
LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND
HARRIMAN, NY
Other
NONE
31$6K
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