DELAWARE CHARTER
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
42
Active participants
189,299
Total plan assets
$39.7B
Filings (rows)
42
Direct comp
$5.7M
Indirect comp
$0
Aggregating 6 name variants under "DELAWARE CHARTER"
SERVICES PROVIDED
Other25
Trustee13
Custodian3
TPA / Administrator1
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 53,528 | $8.8B | $1.2M |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | SAN FRANCISCO, CA | Other NONE | 46,875 | $8.8B | $1.6M |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS, MN | Other NONE | 40,642 | $8.3B | $1.7M |
| VERIZON COMMUNICATIONS INC. VERIZON PENSION PLAN FOR ASSOCIATES | BASKING RIDGE, NJ | Other NONE | 21,270 | $5.7B | $59K |
| VERIZON CORPORATE SERVICES GROUP INC. VERIZON MANAGEMENT PENSION PLAN | BASKING RIDGE, NJ | Other NONE | 9,117 | $1.6B | $15K |
| CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK, CA | Trustee TRUSTEE | 1,984 | $821.8M | $63K |
| CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK, CA | Trustee TRUSTEE | 2,152 | $785.1M | $16K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee TRUSTEE | 1,245 | $705.1M | $85K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee TRUSTEE | 1,292 | $702.5M | $99K |
| INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA, PA | Trustee TRUSTEE | 1,133 | $687.1M | $119K |
| PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL AND RECYCLING PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL & RECYCLING ESOP | GREAT FALLS, MT | Custodian CUSTODIAN | 721 | $441.8M | $11K |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND | TRENTON, NJ | Other NONE | 236 | $385.1M | $67K |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND | TRENTON, NJ | Other NONE | 233 | $373.0M | $77K |
| ALLEN OVERY SHEARMAN STERLING US LLP MASTER TRUST FOR VARIOUS EMPLOYEE BENEFITS OF SHEARMAN & STERLING LLP | NEW YORK, NY | Trustee TRUSTEE | — | $370.5M | $72K |
| CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES CONNECTICUT LABORERS' ANNUITY PLAN | WEST HAVEN, CT | Custodian CUSTODIAN | 3,065 | $215.4M | $21K |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST | TRENTON, NJ | Other NONE | 241 | $184.7M | $41K |
| NEW JERSEY EDUCATION ASSOCIATION NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST | TRENTON, NJ | Other NONE | 244 | $152.0M | $41K |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee TRUSTEE | 224 | $98.0M | $33K |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee TRUSTEE | 246 | $93.3M | $25K |
| KOPPERS INC. KOPPERS INC. RETIREMENT PLAN | PITTSBURGH, PA | Trustee TRUSTEE | 15 | $88.8M | $15K |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other NONE | 566 | $42.3M | $12K |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other NONE | 621 | $36.7M | $12K |
| DICK ANDERSON CONSTRUCTION, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | HELENA, MT | Other NONE | 517 | $30.7M | $12K |
| JAYNES COMPANIES EMPLOYEE STOCK OWNERSHIP 401(K) PLAN AND TRUST FOR EMPLOYEES OF JAYNES CORPORATION (KSOP) | ALBUQUERQUE, NM | Custodian CUSTODIAN | 124 | $29.9M | $4K |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 234 | $21.5M | $6K |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other NONE | 301 | $21.3M | $10K |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 249 | $21.2M | $6K |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 270 | $19.0M | $6K |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other NONE | 183 | $18.8M | $5K |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 327 | $17.5M | $5K |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other NONE | 175 | $16.1M | $5K |
| RIVERSIDE CONTRACTING, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 227 | $15.8M | $6K |
| CENTURY COMPANIES, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | LEWISTOWN, MT | Other NONE | 160 | $13.5M | $5K |
| JACKSON CONTRACTOR GROUP, INC. MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MISSOULA, MT | Other NONE | 418 | $13.5M | $5K |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee TRUSTEE | 68 | $10.9M | $47K |
| TRIMAS CORPORATION TRIMAS CORPORATION UNION EMPLOYEES PENSION PLAN | BLOOMFIELD HILLS, MI | TPA / Administrator CONTRACT ADMINISTRATOR | 99 | $10.7M | $16K |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee TRUSTEE | 84 | $10.7M | $45K |
| TEXAS LEHIGH CEMENT COMPANY LP RETIREMENT PLAN FOR HOURLY EMPLOYEES LEHIGH CEMENT COMPANY LP | BUDA, TX | Trustee TRUSTEE | 117 | $9.3M | $46K |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other NONE | 49 | $5.6M | $12K |
| KOPPERS INC. RETIREMENT PLAN FOR KOPPERS INC. | PITTSBURGH, PA | Trustee TRUSTEE | 47 | $5.0M | $16K |
| LIMONEIRA COMPANY LIMONEIRA COMPANY RETIREMENT PLAN | SANTA PAULA, CA | Other NONE | 0 | $23K | $51K |
| HOLLAND & KNIGHT LLP HOLLAND & KNIGHT DEFINED BENEFIT PENSION PLAN | BRANDON, FL | Other NONE | 0 | $0 | $9K |