Form 5500 Search

CALLAN & ASSOCIATES

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
Active participants
63,779
Total plan assets
$3.8B
Filings (rows)
3
Direct comp
$808K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY
BOILERMAKERS NATIONAL ANNUITY TRUST
KANSAS CITY, MO
Other
NONE
27,657$1.3B$345K
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY
BOILERMAKERS NATIONAL ANNUITY TRUST
KANSAS CITY, MO
Other
NONE
18,034$1.3B$213K
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY
BOILERMAKERS NATIONAL ANNUITY TRUST
KANSAS CITY, MO
Other
NONE
18,088$1.2B$250K