Form 5500 Search

DELAWARE VALLEY

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
69
Active participants
150,223
Total plan assets
$2.0B
Filings (rows)
69
Direct comp
$571K
Indirect comp
$401K

SERVICES PROVIDED

TPA / Administrator46
Other19
Recordkeeper3
Broker1

Top plans served

All 69 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
4,958$193.5M$0
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
5,329$188.4M$0
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
5,416$181.4M$0
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND
CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND
VALLEY VIEW, OH
Other
NONE
4,090$123.1M$0
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
2,312$98.2M$0
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
4,586$93.2M$0
BOARD OF TRUSTEES TOLEDO ELECTRICAL WELFARE FUND
TOLEDO ELECTRICAL WELFARE FUND
ROSSFORD, OH
Broker
AGENT/AGENCY
1,718$85.6M$0
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
407$84.7M$14K
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
400$77.7M$7K
MCCORMICK TAYLOR, INC.
MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
388$64.2M$27K
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND
PHILADELPHIA, PA
Other
NONE
2,067$60.2M$0
BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND
HEARTLAND HEALTH AND WELLNESS FUND
DAYTON, OH
Other
NONE
52,456$52.7M$0
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,022$41.1M$0
BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND
HEARTLAND HEALTH AND WELLNESS FUND
DAYTON, OH
Other
NONE
48,345$40.9M$250
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,046$36.7M$0
DELAWARE VALLEY FLORAL GROUP, LLC
DELAWARE VALLEY FLORAL GROUP, LLC SAVINGS & INVESTMENT PLAN
SEWELL, NJ
Other
OTHER
379$36.4M$11K
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO. 19
PHILADELPHIA, PA
Other
NONE
2,037$35.4M$0
DELAWARE VALLEY FLORAL GROUP, LLC
DELAWARE VALLEY FLORAL GROUP, LLC SAVINGS & INVESTMENT PLAN
SEWELL, NJ
Other
OTHER
406$34.9M$8K
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
120$25.6M$9K
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
119$22.6M$16K
NOVAK FRANCELLA LLC
NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN
BALA CYNWYD, PA
Other
THIRD PARTY ADM
137$20.7M$13K
CADDICK UTILITIES LLC
CADDICK UTILITIES LLC 401K RETIREMENT PLAN
AMBLER, PA
TPA / Administrator
THIRD PARTY ADMIN
126$19.3M$15K
DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
140$18.2M$10K
NOVAK FRANCELLA LLC
NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN
BALA CYNWYD, PA
Other
THIRD PARTY ADM
131$17.3M$11K
DANIEL MARTIN, INC. DBA WILKIE LEXUS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
136$16.7M$14K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
300$14.9M$4K
DANIEL MARTIN, INC. DBA WILKIE LEXUS
WILKIE LEXUS 401K PROFIT SHARING PLAN
HAVERFORD, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
138$13.7M$15K
COLART AMERICAS, INC.
COLART AMERICAS SAVINGS AND INVESTMENT PLAN
PISCATAWAY, NJ
TPA / Administrator
CONTRACT ADMIN
95$13.7M$4K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401K SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
332$13.3M$13K
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
174$12.8M$12K
EMPIRE KOSHER POULTRY, INC.
EMPIRE KOSHER POULTRY, INC. 401K PROFIT SHARING PLAN
MIFFLINTOWN, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
449$12.4M$32K
COLART AMERICAS, INC.
COLART AMERICAS SAVINGS AND INVESTMENT PLAN
PISCATAWAY, NJ
TPA / Administrator
CONTRACT ADMIN
94$12.4M$3K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
570$11.5M$19K
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRDPARTY ADMINISTRATOR
111$11.2M$8K
SCOTT IMPORTS, INC.
MARTIN DEALERSHIPS, INC. 401K SAVINGS PLAN
ARDMORE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
313$11.1M$13K
THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE
SEER TEAM RETIREMENT PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
159$11.0M$6K
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRD PARTY ADMINISTRATOR
169$10.5M$10K
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
182$10.5M$10K
F.C. YOUNG AND CO., INC.
F. C. YOUNG CO. , INC. 401K PLAN
BRISTOL, PA
TPA / Administrator
THIRD PARTY ADMIN
69$10.4M$7K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
BERKELEY HEIGHTS, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATO
56$10.3M$14K
DEERFIELD AGENCY LLC
DEERFIELD AGENCY LLC 401(K) PLAN
CONSHOHOCKEN, PA
TPA / Administrator
CONTRACT ADMIN
135$10.2M$4K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
KING OF PRUSSIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
135$10.2M$13K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
549$9.5M$11K
EXCEPTIONAL MEDICAL TRANSPORTATION, INC.
EXCEPTIONAL MEDICAL TRANSPORTATION, INC. 401K
WEST BERLIN, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATOR
189$9.3M$9K
COVIS PHARMA US, INC.
COVIS PHARMA US, INC. 401(K) PLAN
KING OF PRUSSIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
64$9.2M$16K
F.C. YOUNG AND CO., INC.
F. C. YOUNG CO. , INC. 401K PLAN
BRISTOL, PA
TPA / Administrator
THIRD PARTY ADMIN
74$8.9M$8K
GEODIS SCO USA, LLC
GEODIS SCO 401(K) PROFIT SHARING PLAN
POUGHKEEPSIE, NY
TPA / Administrator
THIRD PARTY ADMINISTRATOR
125$8.8M$9K
SERVICE SOLUTIONS, INC. DBA SYSTEMS SOLUTION, INC.
SYSTEMS SOLUTION, INC. 401(K) PROFIT SHARING PLAN
WAYNE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
112$8.6M$6K
MBMS, LLC
MBMS 401K PLAN
NEWARK, DE
TPA / Administrator
CONTRACT ADMIN
182$8.5M$8K
THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE
SEER TEAM RETIREMENT PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
152$8.5M$5K
QED SYSTEMS, LLC
QED SYSTEMS, LLC 401(K) PLAN AND TRUST
ABERDEEN PROVING GROUN, MD
TPA / Administrator
THIRD PARTY ADMINISTRATO
198$8.4M$2K
SLIPSTREAM IT, LLC
SLIPSTREAM IT, LLC 401(K) PLAN
BLUE BELL, PA
TPA / Administrator
TPA
222$8.1M$3K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES, INC. 403(B)(7) RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
518$7.8M$8K
SEVEN ISLES CAPITAL LLC
SIC LLC 401(K) PLAN
FT. LAUDERDALE, FL
TPA / Administrator
THIRD PARTY ADMINISTRATO
730$6.9M$18K
DEANGELO CONTRACTING SERVICES LLC
DEANGELO CONTRACTING SERVICES 401(K) PLAN
FORT LAUDERDALE, FL
Other
SERVICE PROVIDER
689$6.9M$15K
INFINITI OF WEST CHESTER, INC.
BUSH AUTO GROUP RETIREMENT FUND
WEST CHESTER, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
134$6.8M$6K
INFINITI OF WEST CHESTER, INC.
BUSH AUTO GROUP RETIREMENT FUND
WEST CHESTER, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
157$6.2M$5K
BUCKMANS, INC.
BUCKMANS, INC. EMPLOYEES 401(K) PLAN
POTTSTOWN, PA
TPA / Administrator
CONTRACT ADMIN
167$5.6M$975
DEANGELO CONTRACTING SERVICES LLC
DEANGELO CONTRACTING SERVICES 401(K) PLAN
HAZELTON, PA
Other
SERVICE PROVIDER
639$5.1M$6K
SLIPSTREAM IT, LLC
SLIPSTREAM IT, LLC 401(K) PLAN
BLUE BELL, PA
TPA / Administrator
TPA
254$4.8M$2K
STERN & EISENBERG, PC
STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST
WARRINGTON, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
109$4.4M$1K
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATO
238$3.5M$4K
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
236$3.2M$8K
WEST PHILADELPHIA COMMUNITY MENTAL HEALTH CONSORTIUM, INC.
THE CONSORTIUM 403(B) PLAN
PHILADELPHIA, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
218$3.1M$8K
PHILLY TRANSPORTATION, LLC
PHILLY TRANSPORTATION GROUP 401(K) PLAN
PHILADELPHIA, PA
Other
SERVICE PROVIDER
409$2.7M$4K
PATHWAYS TO HOUSING PA, INC.
PATHWAYS TO HOUSING PA, INC. 401(K) PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
106$2.1M$12K
EXCEPTIONAL MEDICAL TRANSPORTATION, INC.
EXCEPTIONAL MEDICAL TRANSPORTATION, INC. 401K
WEST BERLIN, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATOR
0$0$12K
SERVICE SOLUTIONS, INC. DBA SYSTEMS SOLUTION, INC.
SYSTEMS SOLUTION, INC. 401(K) PROFIT SHARING PLAN
WAYNE, PA
TPA / Administrator
THIRD PARTY ADMINISTRATOR
0$0$15K
SIMPSON SENIOR SERVICES, INC.
SIMPSON SENIOR SERVICES RETIREMENT PLAN
BALA CYNWYD, PA
TPA / Administrator
CONTRACT ADMIN
0$0$27K
DELAWARE VALLEY — Form 5500 Service Provider Profile | Form 5500 Search