Form 5500 Search

FIDUCIARY COUNSELORS

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
45
Active participants
1,305,987
Total plan assets
$373.2B
Filings (rows)
45
Direct comp
$5.1M
Indirect comp
$0

SERVICES PROVIDED

Other41
Advisor / Consultant3
Legal counsel1

Top plans served

All 45 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
JERSEY CITY, NJ
Other
NONE
185,310$52.9B$125K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
JERSEY CITY, NJ
Other
NONE
185,180$44.6B$125K
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
JERSEY CITY, NJ
Other
NONE
176,168$36.8B$125K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
104,686$27.4B$91K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
103,525$24.9B$91K
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
WASHINGTON, DC
Other
NONE
100,627$23.5B$90K
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT
Other
NONE
74,487$23.2B$60K
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT
Other
NONE
79,128$20.7B$60K
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
STAMFORD, CT
Other
NONE
78,295$17.4B$60K
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS PENSION MASTER TRUST
MELBOURNE, FL
Other
$8.1B$33K
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
WILMINGTON, DE
Other
NONE
9,508$7.0B$8K
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
WILMINGTON, DE
Other
NONE
9,658$6.8B$8K
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
WILMINGTON, DE
Other
NONE
9,968$6.6B$8K
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MASTER RETIREMENT TRUST
NEWARK, NJ
Other
NONE
$4.6B$75K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES RETIREMENT PLAN
NEW YORK, NY
Other
NONE
7,319$4.4B$25K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST
NEW YORK, NY
Other
NONE
$4.1B$85K
MCDONALDS CORPORATION AND SUBSIDIARIES
MCDONALD'S CORPORATION 401(K) PLAN
CHICAGO, IL
Other
NONE
22,475$3.8B$70K
ALTRIA CLIENT SERVICES LLC
ALTRIA CLIENT SERVICES INC. DEFERRED PROFIT-SHARING MASTER TRUST
RICHMOND, VA
Other
NAMED FIDUCIARY
$3.7B$52K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST
NEW YORK, NY
Other
NONE
$3.7B$85K
MCDONALDS CORPORATION AND SUBSIDIARIES
MCDONALD'S CORPORATION 401(K) PLAN
CHICAGO, IL
Other
NONE
20,872$3.6B$93K
ALTRIA CLIENT SERVICES LLC
ALTRIA CLIENT SERVICES INC. DEFERRED PROFIT-SHARING MASTER TRUST
RICHMOND, VA
Other
NAMED FIDUCIARY
$3.4B$218K
MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST
NEW YORK, NY
Other
NONE
$3.3B$85K
TRUSTEES OF NYS TEAMSTERS CONFERENCE
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND
SYRACUSE, NY
Other
NONE
10,056$3.1B$274K
ALTRIA CLIENT SERVICES LLC
ALTRIA CLIENT SERVICES INC. DEFERRED PROFIT-SHARING MASTER TRUST
RICHMOND, VA
Other
NAMED FIDUCIARY
$2.9B$261K
FRONTIER COMMUNICATIONS CORPORATION
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
13,220$2.9B$117K
TRUSTEES OF NYS TEAMSTERS CONFERENCE
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND
SYRACUSE, NY
Other
NONE
9,522$2.8B$197K
TRUSTEES OF NYS TEAMSTERS CONFERENCE
NEW YORK STATE TEAMSTERS CONFERENCE PENSION & RETIREMENT FUND
SYRACUSE, NY
Other
NONE
9,102$2.8B$246K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
10,653$2.8B$169K
FRONTIER COMMUNICATIONS CORPORATION
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
11,190$2.6B$153K
REYNOLDS AMERICAN INC.
REYNOLDS AMERICAN DEFINED BENEFIT MASTER TRUST
WINSTON-SALEM, NC
Other
NONE
$2.4B$223K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
8,205$2.4B$275K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
8,761$2.4B$178K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
9,659$2.1B$149K
MEMORIAL SLOAN KETTERING CANCER CENTER
MEMORIAL SLOAN KETTERING CANCER CENTER PENSION PLAN
NEW YORK, NY
Other
NONE
4,491$1.4B$26K
MEMORIAL SLOAN KETTERING CANCER CENTER
MEMORIAL SLOAN KETTERING CANCER CENTER PENSION PLAN
NEW YORK, NY
Other
NONE
4,900$1.4B$309K
MEMORIAL SLOAN KETTERING CANCER CENTER
MEMORIAL SLOAN KETTERING CANCER CENTER PENSION PLAN
NEW YORK, NY
Other
NONE
4,279$1.2B$25K
ALCOA USA CORP.
PENSION PLANS MASTER TRUST FOR ALCOA USA CORP.
PITTSBURGH, PA
Other
INDEPENDENT FIDUCIARY
$1.2B$115K
MCCORMICK & COMPANY, INC.
MCCORMICK 401(K) RETIREMENT PLAN
HUNT VALLEY, MD
Advisor / Consultant
INVESTMENT ADVISORY
4,796$968.2M$35K
MCCORMICK & COMPANY, INC.
MCCORMICK 401(K) RETIREMENT PLAN
HUNT VALLEY, MD
Advisor / Consultant
INVESTMENT ADVISORY
4,616$870.7M$70K
HANESBRANDS INC.
HANESBRANDS INC. RETIREMENT SAVINGS PLAN
WINSTON-SALEM, NC
Advisor / Consultant
INV. ADVISORY
2,562$659.9M$36K
PEABODY INVESTMENTS CORP.
PEABODY INVESTMENTS CORP. MASTER TRUST
ST. LOUIS, MO
Other
NONE
$598.9M$170K
ERICSSON INC.
ERICSSON US PENSION PLAN
PLANO, TX
Other
NONE
593$550.1M$197K
BOARD OF TRUSTEES, SAG-AFTRA HEALTH PLAN
SAG-AFTRA HEALTH PLAN
BURBANK, CA
Other
NONE
22,176$512.2M$25K
PEABODY INVESTMENTS CORP.
PEABODY INVESTMENTS CORP. MASTER TRUST
ST. LOUIS, MO
Other
NONE
$142.3M$24K
LUFKIN GEARS LLC
RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN GEARS LLC
HOUSTON, TX
Legal counsel
LEGAL
0$0$184K
FIDUCIARY COUNSELORS — Form 5500 Service Provider Profile | Form 5500 Search