Form 5500 Search

CBIZ RETIREMENT

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
171
Active participants
171,266
Total plan assets
$25.0B
Filings (rows)
174
Direct comp
$9.5M
Indirect comp
$146K

SERVICES PROVIDED

Other100
TPA / Administrator43
Advisor / Consultant17
Recordkeeper6
Actuary5
Broker2
Accountant / Auditor1

Top plans served

Showing top 174 of 171 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW
ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W.
BOSTON, MA
Other
NONE
6,140$1.9B$137K
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW
ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W.
BOSTON, MA
Other
NONE
6,014$1.6B$100K
HORMEL FOODS CORPORATION
HORMEL FOODS CORP. MASTER DEFINED BENEFIT TRUST
AUSTIN, MN
Other
NONE
$1.2B$502K
HORMEL FOODS CORPORATION
HORMEL FOODS CORPORATION PENSION PLAN
AUSTIN, MN
Other
NONE
7,494$984.9M$227K
PIPE & REFRIGERATION FITTERS LOCAL 537
PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND
DORCHESTER, MA
Other
NONE
2,372$962.4M$96K
PIPE & REFRIGERATION FITTERS LOCAL 537
PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND
DORCHESTER, MA
Other
NONE
2,310$901.7M$87K
HORMEL FOODS CORPORATION
HORMEL FOODS CORPORATION PENSION PLAN
AUSTIN, MN
Other
NONE
7,527$879.5M$310K
JOINT PENSION FUND OF LOCAL UNION NO 102 IBEW BOARD OF TRUSTEES
JOINT PENSION FUND OF LOCAL UNION NO 102
PARSIPPANY, NJ
Other
NONE
2,040$671.6M$58K
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN
STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN
PHILADELPHIA, PA
Other
NONE
2,398$645.7M$177K
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN
STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN
PHILADELPHIA, PA
Other
NONE
2,425$644.1M$175K
JOINT PENSION FUND OF LOCAL UNION
JOINT PENSION FUND OF LOCAL UNION NO 102
PARSIPPANY, NJ
Other
NONE
2,013$607.7M$46K
KENNAMETAL INC.
KENNAMETAL THRIFT PLUS PLAN
FT. MILL, SC
Advisor / Consultant
CONSULTANT
2,708$594.5M$19K
THE ANIMATION GUILD, LOCAL 839
THE ANIMATION GUILD 401(K) PLAN
BURBANK, CA
Other
NONE
4,549$583.9M$31K
KENNAMETAL INC.
KENNAMETAL THRIFT PLUS PLAN
FT. MILL, SC
Advisor / Consultant
CONSULTANT
2,621$572.1M$17K
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN
RALEIGH, NC
Other
NONE
4,664$571.0M$8K
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN
STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN
PHILADELPHIA, PA
Other
NONE
2,456$555.9M$168K
KENNAMETAL INC.
KENNAMETAL THRIFT PLUS PLAN
FT. MILL, SC
Advisor / Consultant
CONSULTANT
2,781$523.4M$16K
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY PHYSICIAN PRACTICE 401(K) RETIREMENT PLAN
RALEIGH, NC
Other
DC PLAN SERVICES
2,284$447.5M$7K
AAA CLUB ALLIANCE INC.
AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN
WILMINGTON, DE
Other
NONE
4,756$408.2M$7K
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY PHYSICIAN PRACTICE 401(K) RETIREMENT PLAN
RALEIGH, NC
Other
DC PLAN SERVICES
2,330$382.4M$6K
HORMEL FOODS CORPORATION
HORMEL FOODS CORPORATION HOURLY EMPLOYEES' PENSION PLAN
AUSTIN, MN
Other
NONE
2,780$332.5M$208K
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$57K
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
TROY, MI
Other
NONE
972$301.4M$54K
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$50K
HORMEL FOODS CORPORATION
HORMEL FOODS CORPORATION HOURLY EMPLOYEES' PENSION PLAN
AUSTIN, MN
Other
NONE
2,658$296.9M$192K
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
TROY, MI
Other
NONE
975$277.1M$50K
DEALER TIRE LLC
DEALER TIRE LLC 401(K) SAVINGS PLAN
CLEVELAND, OH
Advisor / Consultant
CONSULTANT
5,554$274.9M$10K
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$74K
DISTRICT MEDICAL GROUP, INC.
DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST
PHOENIX, AZ
Other
NONE
800$265.9M$5K
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLAN
TROY, MI
Other
NONE
959$252.4M$58K
BD OF TEES OF STEAMFITTERS LU 420 WELFARE PLAN
STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN
PHILADELPHIA, PA
Other
NONE
2,856$235.3M$18K
BD OF TEES OF STEAMFITTERS LU 420 WELFARE PLAN
STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN
PHILADELPHIA, PA
Other
NONE
2,801$224.2M$18K
BD OF TEES OF STEAMFITTERS LU 420 WELFARE PLAN
STEAMFITTERS LOCAL UNION NO. 420 WELFARE PLAN
PHILADELPHIA, PA
Other
NONE
2,757$204.8M$18K
BROWNSTEIN HYATT FARBER SCHRECK, LLP
BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN
DENVER, CO
Other
NONE
549$201.6M$19K
AMPEX CORPORATION
AMPEX RETIREMENT MASTER TRUST
STAMFORD, CT
TPA / Administrator
ACTUARY AND TPA
$198.5M$262K
CENTRAL SERVICE ASSOCIATION
PENSION PLAN FOR EMPLOYEES OF CENTRAL SERVICE ASSOCIATION
TUPELO, MS
Advisor / Consultant
ACTUARIAL
449$175.0M$129K
TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT
COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA
NEW YORK, NY
Other
NONE
945$161.3M$11K
AMPEX CORPORATION
AMPEX RETIREMENT MASTER TRUST
STAMFORD, CT
TPA / Administrator
ACTUARY AND TPA
$159.6M$476K
CENTRAL SERVICE ASSOCIATION
PENSION PLAN FOR EMPLOYEES OF CENTRAL SERVICE ASSOCIATION
TUPELO, MS
Advisor / Consultant
ACTUARIAL
425$149.7M$137K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,344$142.9M$85K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,403$128.4M$70K
MARYLAND INSTITUTE COLLEGE OF ART
MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN
BALTIMORE, MD
TPA / Administrator
CONTRACT ADMINISTRATOR
400$119.9M$17K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,409$117.4M$66K
IBEW LOCAL NO 102 WELFARE FUND BOARD OF TRUSTEES
IBEW LOCAL NO 102 WELFARE FUND
PARSIPPANY, NJ
Other
NONE
2,473$117.0M$5K
IBEW LOCAL NO 102 WELFARE FUND BOARD OF TRUSTEES
IBEW LOCAL NO 102 WELFARE FUND
PARSIPPANY, NJ
Other
NONE
2,482$113.4M$5K
MARYLAND INSTITUTE COLLEGE OF ART
MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN
BALTIMORE, MD
TPA / Administrator
CONTRACT ADMINISTRATOR
787$112.2M$34K
AMPEX CORPORATION
AMPEX RETIREMENT MASTER TRUST
STAMFORD, CT
TPA / Administrator
ACTUARY AND TPA
$109.4M$751K
IBEW LOCAL NO 102 WELFARE FUND
IBEW LOCAL NO 102 WELFARE FUND
PARSIPPANY, NJ
Other
NONE
2,467$108.2M$15K
KNIGHT HAWK COAL, LLC
KNIGHT HAWK COAL, LLC 401(K) P/S PLAN AND TRUST
PERCY, IL
Other
NONE
383$107.2M$54K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN
PLYMOUTH MEETING, PA
Other
NONE
4,457$99.5M$28K
MARYLAND INSTITUTE COLLEGE OF ART
MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN
BALTIMORE, MD
TPA / Administrator
CONTRACT ADMINISTRATOR
420$98.3M$31K
KNIGHT HAWK COAL, LLC
KNIGHT HAWK COAL, LLC 401(K) P/S PLAN AND TRUST
PERCY, IL
Other
NONE
340$95.7M$54K
HOOD COLLEGE OF FREDERICK MARYLAND
HOOD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
FREDERICK, MD
TPA / Administrator
TPA
338$92.6M$32K
PIPEFITTERS UNION LOCAL NO. 537
PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND
DORCHESTER, MA
Other
NONE
2,372$92.6M$35K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN
PLYMOUTH MEETING, PA
Other
NONE
7,881$87.5M$25K
PIPEFITTERS UNION LOCAL NO. 537
PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND
DORCHESTER, MA
Other
NONE
2,310$87.1M$34K
HOOD COLLEGE OF FREDERICK MARYLAND
HOOD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
FREDERICK, MD
TPA / Administrator
TPA
360$86.7M$30K
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLAN
IBEW LOCAL 7 PENSION FUND
MERIDEN, CT
Actuary
ACTUARY
611$85.8M$50K
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$91K
KNIGHT HAWK COAL, LLC
KNIGHT HAWK COAL, LLC 401(K) P/S PLAN AND TRUST
PERCY, IL
Other
NONE
322$82.1M$54K
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLAN
IBEW LOCAL 7 PENSION FUND
MERIDEN, CT
Actuary
ACTUARY
620$77.8M$29K
BD OF TRUSTEES -N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 PENSION FUND
N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 PENSION FUND
WALLINGFORD, CT
Other
NONE
367$76.9M$27K
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$165K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN
PLYMOUTH MEETING, PA
Other
NONE
7,236$72.1M$25K
TECHNICOLOR USA, INC.
TECHNICOLOR USA, INC. PENSION PLAN FOR EMPLOYEES
CULVER CITY, CA
Other
NONE
420$71.4M$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$140K
VANTIVA USA SHARED SERVICES, INC.
TECHNICOLOR USA, INC. PENSION PLAN FOR EMPLOYEES
NORCROSS, GA
Other
NONE
357$69.4M$33K
VANTIVA USA SHARED SERVICES, INC.
VANTIVA USA INC. PENSION PLAN FOR EMPLOYEES
NORCROSS, GA
Other
NONE
241$63.3M$16K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
TPA / Administrator
THIRD PARTY ADMINISTRATOR
207$60.7M$29K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Actuary
ACTUARY
207$60.7M$25K
LIEBERT CASSIDY WHITMORE
LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST
LOS ANGELES, CA
Recordkeeper
RECORDKEEPER
171$60.0M$0
BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND
SOUTHERN CT IBEW PENSION PLAN
WALLINGFORD, CT
Other
NONE
345$57.9M$40K
MAGNIFI FINANCIAL CREDIT UNION
MAGNIFI FINANCIAL 401(K) PLAN & TRUST
MELROSE, MN
TPA / Administrator
TPA
386$57.7M$35K
FRONTIER TECHNOLOGY, INC.
FRONTIER TECHNOLOGY, INC. 401(K) PLAN
BEAVERCREEK, OH
TPA / Administrator
TPA
449$57.4M$8K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
TPA / Administrator
THIRD PARTY ADMINISTRATOR
194$54.2M$28K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Actuary
ACTUARY
194$54.2M$21K
BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND
SOUTHERN CT IBEW PENSION PLAN
WALLINGFORD, CT
Other
NONE
346$54.2M$41K
FRONTIER TECHNOLOGY, INC.
FRONTIER TECHNOLOGY, INC. 401(K) PLAN
BEAVERCREEK, OH
TPA / Administrator
TPA
538$51.0M$0
BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND
SOUTHERN CT IBEW PENSION PLAN
WALLINGFORD, CT
Other
NONE
358$50.3M$43K
ITV US HOLDINGS, INC.
ITV US HOLDINGS, INC. 401(K) PLAN & TRUST
NORTH HOLLYWOOD, CA
TPA / Administrator
CONTRACT ADMIN
762$49.3M$22K
MAGNIFI FINANCIAL CREDIT UNION
MAGNIFI FINANCIAL 401(K) PLAN & TRUST
MELROSE, MN
TPA / Administrator
TPA
382$48.5M$29K
LIEBERT CASSIDY WHITMORE
LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST
LOS ANGELES, CA
Recordkeeper
RECORDKEEPER
174$48.1M$0
INMARSAT, INC.
INMARSAT 401(K) RETIREMENT SAVINGS PLAN
WASHINGTON, DC
Other
NONE
109$47.5M$13K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
TPA / Administrator
THIRD PARTY ADMINISTRATOR
160$46.9M$26K
INSULATORS LOCAL NO 27
INSULATORS LOCAL NO. 27 PENSION PLAN
INDEPENDENCE, MO
Actuary
ACTUARY
160$46.9M$16K
RYAN, SWANSON & CLEVELAND, PLLC
RYAN RETIREMENT PLAN AND TRUST
SEATTLE, WA
Other
NONE
104$45.5M$13K
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
NEW YORK, NY
Other
NONE
0$44.2M$53K
TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT
RETIREMENT PLAN FOR BUILDING AND MAINTENANCE EMPLOYEES OF COLUMBIA UNIVERSITY PROPERTIES
NEW YORK, NY
Other
NONE
288$43.6M$11K
INMARSAT, INC.
INMARSAT 401(K) RETIREMENT SAVINGS PLAN
WASHINGTON, DC
Other
NONE
112$42.1M$9K
ITV US HOLDINGS, INC.
ITV US HOLDINGS, INC. 401(K) PLAN & TRUST
NORTH HOLLYWOOD, CA
TPA / Administrator
CONTRACT ADMIN
587$41.6M$16K
MELMARK, INC.
MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN
BERWYN, PA
Recordkeeper
RECORDKEEPER
821$41.1M$17K
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
NEW YORK, NY
Other
NONE
0$39.1M$37K
MAGNIFI FINANCIAL CREDIT UNION
MAGNIFI FINANCIAL 401(K) PLAN & TRUST
MELROSE, MN
TPA / Administrator
TPA
383$38.9M$27K
THOMAS EYE GROUP P.C.
THOMAS EYE GROUP, P. C. 401(K) PLAN
ATLANTA, GA
Other
NONE
363$37.7M$11K
TAVISTOCK CORPORATION
TAVISTOCK 401(K) PLAN
WINDERMERE, FL
Advisor / Consultant
CONSULTANT
684$35.4M$23K
TRUSTEES- PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN
PLUMBERS & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN
SOUTH BURLINGTON, VT
Other
NONE
162$31.4M$48K
ITV US HOLDINGS, INC.
ITV US HOLDINGS, INC. 401(K) PLAN & TRUST
NORTH HOLLYWOOD, CA
TPA / Administrator
CONTRACT ADMIN
655$31.1M$150
PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT
INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN
BEACHWOOD, OH
TPA / Administrator
TPA
253$30.1M$0
TAVISTOCK CORPORATION
TAVISTOCK 401(K) PLAN
WINDERMERE, FL
Advisor / Consultant
CONSULTANT
718$28.4M$21K
SHIN-ETSU SILICONES OF AMERICA, INC.
SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN
AKRON, OH
TPA / Administrator
THIRD PARTY ADMINISTRATO
262$27.7M$0
WILSON COLLEGE
WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
CHAMBERSBURG, PA
Advisor / Consultant
INVESTMENT ADVISORY
158$27.5M$13K
1ST SUMMIT BANCORP
1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN
JOHNSTOWN, PA
TPA / Administrator
TPA
242$26.9M$13K
1ST SUMMIT BANCORP
1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN
JOHNSTOWN, PA
TPA / Administrator
TPA
225$24.4M$13K
ICG ILLINOIS LLC
ICG ILLINOIS LLC RETIREMENT PLAN
PERCY, IL
Other
NONE
92$24.3M$26K
1ST SUMMIT BANCORP
1ST SUMMIT BANCORP CAPITAL ACCUMULATION PLAN
JOHNSTOWN, PA
TPA / Administrator
TPA
220$24.2M$16K
PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT
INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN
BEACHWOOD, OH
TPA / Administrator
TPA
271$23.1M$0
JEG'S AUTOMOTIVE, LLC
JEG'S GROUP EMPLOYEES 401(K) PROFIT SHARING PLAN
DELAWARE, OH
Accountant / Auditor
ACCOUNTANT
316$22.1M$2K
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUND
NEW YORK, NY
Other
NONE
0$22.0M$27K
ICG ILLINOIS LLC
ICG ILLINOIS LLC RETIREMENT PLAN
PERCY, IL
Other
NONE
123$21.8M$26K
THE EDUCATION TRUST
THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN
WASHINGTON, DC
TPA / Administrator
THIRD PARTY ADMIN
130$19.4M$6K
ICG ILLINOIS LLC
ICG ILLINOIS LLC RETIREMENT PLAN
PERCY, IL
Other
NONE
17$18.6M$27K
KENNAMETAL INC.
KENNAMETAL INC. AND UAW INCL. LOC 1059 PENSION PLAN FOR HOURLY RATED PRODUCTION & MAINTENANCE EMPLOYEES
FT. MILL, SC
TPA / Administrator
THIRD PARTY ADMIN (TPA)
0$18.1M$31K
KENNAMETAL INC.
KENNAMETAL INC. AND UAW INCL. LOC 1059 PENSION PLAN FOR HOURLY RATED PRODUCTION & MAINTENANCE EMPLOYEES
FT. MILL, SC
TPA / Administrator
PLAN ADMIN (TPA)
0$17.8M$27K
KENNAMETAL INC.
KENNAMETAL INC. AND UAW INCL. LOC 1059 PENSION PLAN FOR HOURLY RATED PRODUCTION & MAINTENANCE EMPLOYEES
FT. MILL, SC
TPA / Administrator
THIRD PARTY ADMIN (TPA)
0$17.2M$33K
THE GEHR GROUP, INC.
THE GEHR GROUP INC. 401(K) PROFIT SHARING PLAN
COMMERCE, CA
TPA / Administrator
TPA
146$16.4M$10K
PRICE FOR PROFIT, LLC DBA INSIGHT2PROFIT
INSIGHT2PROFIT 401(K) PROFIT SHARING PLAN
BEACHWOOD, OH
TPA / Administrator
TPA
267$15.6M$0
CPG PROPERTY SERVICES LLC
CP GROUP 401(K) PLAN
BOCA RATON, FL
Broker
INSURANCE AGENT/BROK
248$15.4M$10K
THE GEHR GROUP, INC.
THE GEHR GROUP INC. 401(K) PROFIT SHARING PLAN
COMMERCE, CA
TPA / Administrator
TPA
157$14.8M$7K
CATOR, RUMA & ASSOCIATES, CO.
CATOR, RUMA & ASSOCIATES, CO. PROFIT SHARING 401(K) PLAN
LAKEWOOD, CO
TPA / Administrator
TPA
95$14.3M$8K
TRUSTEES, PENSION PLAN OF THE STONE MASONS UNION NO.3 PENSION FUND
PENSION PLAN OF THE STONE MASONS UNION NO.3 PENSION FUND
WEST TRENTON, NJ
Other
NONE
87$14.1M$25K
CPG PROPERTY SERVICES LLC
CP GROUP 401(K) PLAN
BOCA RATON, FL
Broker
INSURANCE AGENT/BROKER
233$12.8M$6K
BOARD OF TRUSTEES LOCAL 74 USWU PENSION FUND
LOCAL 74 USWU PENSION FUND
LONG ISLAND CITY, NY
Other
NONE
15$12.7M$31K
AMERICAN TRUCKING ASSOCIATIONS, INC.
ATA PENSION PLAN
WASHINGTON, DC
Other
NONE
38$12.6M$43K
AMERICAN TRUCKING ASSOCIATIONS, INC.
ATA PENSION PLAN
WASHINGTON, DC
Other
NONE
35$12.6M$31K
THE GEHR GROUP, INC.
THE GEHR GROUP INC. 401(K) PROFIT SHARING PLAN
COMMERCE, CA
TPA / Administrator
TPA
114$12.5M$8K
THE MARYLAND MANAGEMENT COMPANY
MARYLAND MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
HANOVER, MD
TPA / Administrator
TPA
177$12.5M$0
BD OF TRUSTEES AMALGAMATED TRANSIT WORKERS LOCAL 854 PENSION FUND
AMALGAMATED TRANST WORKERS LOCAL 854 PENSION FUND
BROOKLYN, NY
Other
NONE
1,524$12.4M$66K
AMERICAN TRUCKING ASSOCIATIONS, INC.
ATA PENSION PLAN
WASHINGTON, DC
Other
NONE
42$12.3M$57K
LORAIN COUNTY PRINTING & PUBLISHING COMPANY
LORAIN COUNTY PRINTING & PUBLISHING EMPLOYEES RETIREMENT PLAN
ELYRIA, OH
Advisor / Consultant
ACTUARIAL
36$12.3M$14K
BOARD OF TRUSTEES LOCAL 74 USWU PENSION FUND
LOCAL 74 USWU PENSION FUND
LONG ISLAND CITY, NY
Other
NONE
57$12.1M$48K
CATOR, RUMA & ASSOCIATES, CO.
CATOR, RUMA & ASSOCIATES, CO. PROFIT SHARING 401(K) PLAN
LAKEWOOD, CO
TPA / Administrator
TPA
97$11.4M$7K
BOARD OF TRUSTEES LOCAL 74 USWU PENSION FUND
LOCAL 74 USWU PENSION FUND
LONG ISLAND CITY, NY
Other
NONE
49$11.1M$37K
KENNAMETAL INC.
KENNAMETAL SAVINGS PLAN
FT. MILL, SC
Other
CONSULTING
72$10.4M$885
KENNAMETAL INC.
KENNAMETAL SAVINGS PLAN
FT. MILL, SC
Other
CONSULTING
78$10.3M$488
KENNAMETAL INC.
KENNAMETAL SAVINGS PLAN
FT. MILL, SC
Other
CONSULTING
76$9.8M$2K
CP PROPERTY MANAGEMENT LLC
CP GROUP 401(K) PLAN
BOCA RATON, FL
TPA / Administrator
PLAN ADMINISTRATOR
220$9.8M$30K
GRAIN CRAFT, LLC
GRAIN CRAFT, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES
CHATTANOOGA, TN
Other
NONE
24$9.7M$19K
D. L. GEORGE & SONS CONSTRUCTION COMPANY
D. L. GEORGE & SONS 401(K) PLAN
WAYNESBORO, PA
Advisor / Consultant
INVESTMENT ADVISOR
245$8.5M$16K
D. L. GEORGE & SONS CONSTRUCTION COMPANY
D. L. GEORGE & SONS 401(K) PLAN
WAYNESBORO, PA
Advisor / Consultant
INVESTMENT ADVISOR
235$7.6M$15K
D. L. GEORGE & SONS CONSTRUCTION COMPANY
D. L. GEORGE & SONS 401(K) PLAN
WAYNESBORO, PA
TPA / Administrator
TPA
249$6.7M$16K
GOKEN AMERICA LLC
GOKEN AMERICA LLC 401(K) PLAN
DUBLIN, OH
Other
SERVICE PROVIDER
179$6.6M$2K
WINDSOR CAPITAL GROUP, INC.
WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM
SANTA MONICA, CA
TPA / Administrator
THIRD PARTY ADMIN
635$6.4M$0
STEVENS ENGINEERS & CONSTRUCTORS, INC.
STEVENS ENGINEERS & CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
MIDDLEBURG HEIGHTS, OH
Other
N/A
104$6.3M$11K
WINDSOR CAPITAL GROUP, INC.
WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM
SANTA MONICA, CA
TPA / Administrator
THIRD PARTY ADMIN
657$6.2M$0
WINDSOR CAPITAL GROUP, INC.
WINDSOR CAPITAL GROUP 401(K) SAVINGS PROGRAM
SANTA MONICA, CA
Other
SERVICE PROVIDER
570$5.9M$16K
LORAIN COUNTY PRINTING & PUBLISHING COMPANY
LORAIN COUNTY PRINTING & PUBLISHING EMPLOYEES RETIREMENT PLAN
ELYRIA, OH
Advisor / Consultant
ACTUARIAL
4$5.7M$79K
STEVENS ENGINEERS & CONSTRUCTORS, INC.
STEVENS ENGINEERS & CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
MIDDLEBURG HEIGHTS, OH
Other
N/A
115$5.6M$11K
DURA SOFTWARE, INC.
DURA PEOPLE 401(K) PLAN
SAN ANTONIO, TX
TPA / Administrator
THIRD PARTY ADMIN
154$5.2M$0
CONSOLIDATED PRECISION PRODUCTS MINNEAPOLIS OPERATION
HITCHCOCK INDUSTRIES, INC. EMPLOYEE PENSION PLAN
MINNEAPOLIS, MN
Advisor / Consultant
ACTUARY, INV. ADVISOR
39$5.2M$36K
BOARD OF TRUSTEES OF UA LOCAL 716 HEALTH & WELFARE
UA LOCAL 716 HEALTH & WELFARE TRUST FUND
WALLINGFORD, CT
Other
NONE
244$5.0M$26K
THE TRUSTEES OF THE PAINTERS &
THE PAINTERS & ALLIED TRADES PAINT MAKERS PENSION
LOS ANGELES, CA
Other
NONE
$5.0M$19K
CONSOLIDATED PRECISION PRODUCTS MINNEAPOLIS OPERATION
HITCHCOCK INDUSTRIES, INC. EMPLOYEE PENSION PLAN
MINNEAPOLIS, MN
Advisor / Consultant
ACTUARY, INV. ADVISOR
33$4.9M$38K
CONSOLIDATED PRECISION PRODUCTS MINNEAPOLIS OPERATION
HITCHCOCK INDUSTRIES, INC. EMPLOYEE PENSION PLAN
MINNEAPOLIS, MN
Advisor / Consultant
ACTUARY, INV. ADVISOR
32$4.5M$48K
BOARD OF TRUSTEES OF UA LOCAL 716 HEALTH & WELFARE
UA LOCAL 716 HEALTH & WELFARE TRUST FUND
WALLINGFORD, CT
Other
NONE
217$4.2M$9K
THE TRUSTEES OF THE PAINTERS &
THE PAINTERS & ALLIED TRADES PAINT MAKERS PENSION
LOS ANGELES, CA
Other
NONE
$3.9M$17K
KISLING, NESTICO & REDICK, LLC
KISLING, NESTICO & REDICK, LLC 401(K) PLAN
AKRON, OH
Advisor / Consultant
TPA, ADVISORY
108$3.6M$18K
DURA SOFTWARE, INC.
DURA PEOPLE 401(K) PLAN
SAN ANTONIO, TX
TPA / Administrator
THIRD PARTY ADMINISTRATO
120$3.6M$5K
VENTURA PACIFIC COMPANY
VENTURA PACIFIC COMPANY 401(K) SAVINGS PLAN AND TRUST
OXNARD, CA
Recordkeeper
RECORDKEEPER
60$3.4M$0
BOARD OF TRUSTEES OF UA LOCAL 716 HEALTH & WELFARE
UA LOCAL 716 HEALTH & WELFARE TRUST FUND
WALLINGFORD, CT
Other
NONE
208$3.3M$10K
FIDUCIARY WISE LLC FBO EASY RX PAD, LLC DBA DELTA CARE RX
ETF ADVISOR K MEP FIDUCIARY WISE LLC
GILBERT, AZ
Other
N/A
139$2.4M$16K
K & G PETROLEUM, LLC
K & G PETROLEUM, LLC 401(K) PLAN
LITTLETON, CO
Recordkeeper
RECORDKEEPER
525$2.1M$675
SOUTHERN CALIFORNIA EMERGENCY MEDICINE, A MEDICAL CORPORATION
SOUTHERN CALIFORNIA EMERGENCY MEDICINE 401(K) PLAN
YUCAIPA, CA
Recordkeeper
RECORDKEEPER
154$2.1M$440
BD OF TRUSTEES OF PENSION FUND AMAL MEAT CUTTERS
PENSION PLAN-AMALGAMATED MEAT CUTTERS & RETAIL FOOD STORE LOCAL 342
PHILADELPHIA, PA
Other
NONE
0$1.6M$401K
BD OF TRUSTEES OF PENSION FUND AMAL MEAT CUTTERS
PENSION PLAN-AMALGAMATED MEAT CUTTERS & RETAIL FOOD STORE LOCAL 342
PHILADELPHIA, PA
Other
NONE
0$1.3M$331K
JOINT BOARD OF TRUSTEES FOR IRON WORKERS LOCAL 568 WELFARE FUND
IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN
CUMBERLAND, MD
Other
NONE
65$1.3M$5K
BD OF TRUSTEES OF PENSION FUND AMAL MEAT CUTTERS
PENSION PLAN-AMALGAMATED MEAT CUTTERS & RETAIL FOOD STORE LOCAL 342
PHILADELPHIA, PA
Other
NONE
0$1.1M$258K
K & G PETROLEUM, LLC
K & G PETROLEUM, LLC 401(K) PLAN
LITTLETON, CO
TPA / Administrator
THIRD PARTY ADMIN
629$1.0M$4K
BOARD OF TRUSTEES-UFCW LOCAL 174 COMMERCIAL PENSION
UFCW LOCAL 174 COMMERCIAL PENSION FUND
PHILADELPHIA, PA
Other
NONE
0$469K$158K
BOARD OF TRUSTEES-UFCW LOCAL 174 COMMERCIAL PENSION
UFCW LOCAL 174 COMMERCIAL PENSION FUND
PHILADELPHIA, PA
Other
NONE
$457K$166K
BOARD OF TRUSTEES-UFCW LOCAL 174 COMMERCIAL PENSION
UFCW LOCAL 174 COMMERCIAL PENSION FUND
PHILADELPHIA, PA
Other
NONE
0$429K$132K
TRUSTEE PENSION PLAN OF THE STONE MASONS NO 3 PENSION FUND
PENSION PLAN OF THE STONE MASONS UNION NO 3 PENSION FUND
WEST TRENTON, NJ
Other
NONE
0$0$13K
NEENAH NORTHEAST, LLC
NEENAH FORMER EMPLOYEES PENSION PLAN
ALPHARETTA, GA
Other
NONE
0$0$94K
NEENAH, INC.
NEENAH EMPLOYEES PENSION PLAN
ALPHARETTA, GA
Other
NONE
0$0$45K
TRUSTEES-PLUMBERS & PIPEFITTERS LOCAL 693 BENEFIT PENSION PLAN
PLUMBER & PIPEFITTERS LOCAL 693 DEFINED BENEFIT PENSION PLAN
SOUTH BURLINGTON, VT
Other
NONE
0$19K
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