Form 5500 Search

CLARKE & SAMPSON

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
8
Active participants
14,494
Total plan assets
$3.4B
Filings (rows)
8
Direct comp
$0
Indirect comp
$77K

SERVICES PROVIDED

Broker8

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
LONG ISLAND CITY, NY
Broker
INSURANCE BROKER
3,256$2.1B$0
BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO
PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO
BRIARCLIFF MANOR, NY
Broker
INSURANCE BROKER
608$271.9M$0
BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R
I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R
BRIARCLIFF MANOR, NY
Broker
INSURANCE BROKER
717$253.3M$0
BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO
PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO
BRIARCLIFF MANOR, NY
Broker
INSURANCE BROKER
599$242.7M$0
BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO
PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO
BRIARCLIFF MANOR, NY
Broker
INSURANCE BROKER
635$217.1M$0
BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D
WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO
LONG ISLAND CITY, NY
Broker
INSURANCE BROKER
2,956$132.2M$0
BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D
WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO
LONG ISLAND CITY, NY
Broker
INSURANCE BROKER
2,862$109.0M$0
BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D
WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO
LONG ISLAND CITY, NY
Broker
INSURANCE BROKER
2,861$87.1M$0
CLARKE & SAMPSON — Form 5500 Service Provider Profile | Form 5500 Search