FERGUSON WELLMAN
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
46
Active participants
111,660
Total plan assets
$30.8B
Filings (rows)
46
Direct comp
$4.1M
Indirect comp
$25K
Aggregating 5 name variants under "FERGUSON WELLMAN"
SERVICES PROVIDED
Other36
Advisor / Consultant10
Top plans served
All 46 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $23K |
| BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 12,393 | $1.8B | $8K |
| B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLAN NORTHWEST SHEET METAL WORKERS PENSION PLAN | PORTLAND, OR | Other NONE | 4,885 | $1.7B | $10K |
| B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLAN NORTHWEST SHEET METAL WORKERS PENSION PLAN | PORTLAND, OR | Other NONE | 4,783 | $1.5B | $288K |
| BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 11,864 | $1.5B | $19K |
| B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLAN NORTHWEST SHEET METAL WORKERS PENSION PLAN | PORTLAND, OR | Other NONE | 4,660 | $1.4B | $292K |
| BROWN & BROWN, INC. BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | DAYTONA BEACH, FL | Other NONE | 11,793 | $1.2B | $18K |
| BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE, CA | Other NONE | 2,150 | $885.7M | $204K |
| BOARD OF TRUSTEEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE, CA | Other NONE | 2,215 | $788.5M | $183K |
| BOARD OF TRUSTEES IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE, CA | Other NONE | 2,276 | $697.1M | $178K |
| BOARD OF TRUSTEES, HARRISON ELECTRICAL WORKERS TRUST HARRISON ELECTRICAL WORKERS TRUST FUND | PORTLAND, OR | Other NONE | 7,903 | $456.9M | $669K |
| JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISORY | 180 | $150.6M | $513 |
| TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN | PORTLAND, OR | Other NONE | 178 | $142.7M | $79K |
| TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN | PORTLAND, OR | Other NONE | 186 | $127.1M | $56K |
| BOT,ALL AK LONGSHORE PENSION FUND ALL ALASKA LONGSHORE PENSION PLAN | PORTLAND, OR | Other NONE | 346 | $123.9M | $223K |
| BOARD OF TRUSTEES, EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN | TUKWILA, WA | Other NONE | 5,406 | $120.2M | $70K |
| BOARD OF TRUSTEES, EMPLOYEES PAINTERS' TRUST HEALTH EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN | TUKWILA, WA | Advisor / Consultant INVESTMENT MANAGER | 5,261 | $111.7M | $64K |
| BOT,ALL AK LONGSHORE PENSION FUND ALL ALASKA LONGSHORE PENSION PLAN | PORTLAND, OR | Other NONE | 362 | $111.4M | $168K |
| TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN TONKON TORP LLP PROFIT SHARING AND 401(K) PLAN | PORTLAND, OR | Other NONE | 184 | $109.1M | $52K |
| BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND, OR | Other NONE | 1,685 | $101.9M | $117K |
| SHOESTRING VALLEY HOLDINGS INC. SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 416 | $101.3M | $10K |
| BOT,ALL AK LONGSHORE PENSION FUND ALL ALASKA LONGSHORE PENSION PLAN | PORTLAND, OR | Other NONE | 329 | $98.2M | $193K |
| CORNELL-HART PENSION PLAN BOARD OF TRUSTEES CORNELL-HART PENSION PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT MANAGER | 1,579 | $91.8M | $100K |
| SHOESTRING VALLEY HOLDINGS INC. SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 426 | $91.6M | $9K |
| ANDERSEN CONSTRUCTION CO. INC. ANDERSEN CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND, OR | Other NONE | 395 | $77.0M | $10K |
| CORNELL-HART PENSION PLAN BOARD OF TRUSTEES CORNELL-HART PENSION PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT MANAGER | 1,580 | $72.4M | $90K |
| BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST | SEATTLE, WA | Other NONE | 1,485 | $60.0M | $138K |
| BOARD OF TRUSTEES, IBU OF THE PACIFIC NATL HEALTH IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST | SEATTLE, WA | Other NONE | 1,475 | $53.3M | $121K |
| BD. OF TR. - IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST IBU OF THE PACIFIC NATL HEALTH BENEFIT TRUST | SEATTLE, WA | Other NONE | 1,448 | $48.5M | $128K |
| GEM STATE RADIOLOGY LLP GEM STATE RADIOLOGY PROFIT SHARING PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 135 | $31.1M | $102K |
| GEM STATE RADIOLOGY LLP GEM STATE RADIOLOGY PROFIT SHARING PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 138 | $30.9M | $59K |
| BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND | PORTLAND, OR | Other NONE | 240 | $18.8M | $25K |
| BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 99 | $16.9M | $9K |
| BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND | PORTLAND, OR | Other NONE | 225 | $16.2M | $23K |
| BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 86 | $15.8M | $10K |
| BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 106 | $15.2M | $9K |
| BOARD OF TRUSTEES, SERVICE EMPLOYEES INTERNATIONAL SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 49 WELFARE TRUST | PORTLAND, OR | Other NONE | 1,624 | $14.5M | $25K |
| BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND | PORTLAND, OR | Other NONE | 219 | $14.1M | $22K |
| MEDICAL EYE CENTER INC MEDICAL EYE CENTER, INC. 401K PROFIT SHARING PLAN AND TRUST | MEDFORD, OR | Other NONE | 154 | $12.9M | $15K |
| MEDICAL EYE CENTER INC MEDICAL EYE CENTER, INC. 401K PROFIT SHARING PLAN AND TRUST | MEDFORD, OR | Other NONE | 162 | $12.6M | $20K |
| BOARD OF TRUSTEES SEIU LOCAL 49 WELFARE TRUST SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 49 WELFARE TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT MANAGER | 1,396 | $11.7M | $19K |
| BOARD OF TRUSTEES SEIU LOCAL 49 WELFARE TRUST SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 49 WELFARE TRUST | PORTLAND, OR | Advisor / Consultant INVESTMENT MANAGER | 1,366 | $10.4M | $14K |
| BOARD OF TRUSTEES, TEAMSTERS-FOOD PROCESSORS TEAMSTERS-FOOD PROCESSORS MONEY PURCHASE PENSION TRUST | SEATTLE, WA | Other NONE | 126 | $7.2M | $52K |
| BOARD OF TRUSTEES, TEAMSTERS-FOOD PROCESSORS TEAMSTERS-FOOD PROCESSORS MONEY PURCHASE PENSION TRUST | SEATTLE, WA | Other NONE | 139 | $6.5M | $47K |
| BOARD OF TRUSTEES, TEAMSTERS-FOOD PROCESSORS TEAMSTERS-FOOD PROCESSORS MONEY PURCHASE PENSION TRUST | SEATTLE, WA | Other NONE | 158 | $6.0M | $51K |
| GEM STATE RADIOLOGY GEM STATE RADIOLOGY MONEY PURCHASE PENSION PLAN | BOISE, ID | Advisor / Consultant INVESTMENT ADVISOR | 0 | $37K | $109K |