Form 5500 Search

GILBERT &

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
61
Active participants
306,960
Total plan assets
$49.3B
Filings (rows)
61
Direct comp
$4.0M
Indirect comp
$0
Aggregating 3 name variants under "GILBERT &"

SERVICES PROVIDED

Other61

Top plans served

All 61 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
28,308$11.2B$10K
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
NEWTOWN SQUARE, PA
Other
NONE
27,434$10.4B$112K
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
FALLS CHURCH, VA
Other
NONE
63,530$8.3B$8K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
26,202$3.4B$6K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,761$3.1B$48K
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN
NEWTOWN SQUARE, PA
Other
NONE
25,987$2.8B$29K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,402$1.3B$346K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,299$1.2B$362K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
4,969$1.0B$503K
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN
SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
4,824$956.7M$500K
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL
SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN
SAN JOSE, CA
Other
NONE
4,074$490.0M$94K
BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN
ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
9,484$461.2M$30K
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL
SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN
SAN JOSE, CA
Other
NONE
4,054$444.4M$80K
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLAN
ARIZONA PIPE TRADES PENSION PLAN
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
3,039$418.5M$26K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)
I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN
LOS ANGELES, CA
Other
NONE
8,243$381.0M$92K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)
I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN
LOS ANGELES, CA
Other
NONE
8,047$342.0M$69K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)
I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN
LOS ANGELES, CA
Other
NONE
7,477$295.5M$52K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSION
I.A.T.S.E. LOCAL NO. 33 PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
1,011$231.6M$80K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSION
I.A.T.S.E. LOCAL NO. 33 PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
1,094$228.1M$68K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSION
I.A.T.S.E. LOCAL NO. 33 PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
1,134$218.9M$126K
BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN
SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,101$184.6M$256K
BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN
SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA
MANHATTAN BEACH, CA
Other
NONE
5,174$162.3M$231K
BOARD OF TRUSTEES, OPEIU LOCALS 30 & 537
OPEIU LOCALS 30 & 537 RETIREMENT FUND
LOS ANGELES, CA
Other
NONE
594$151.6M$45K
BOARD OF TRUSTEES, OPEIU LOCALS 30 & 537
OPEIU LOCALS 30 & 537 RETIREMENT FUND
LOS ANGELES, CA
Other
NONE
578$137.1M$24K
BOARD OF TRUSTEES, OPEIU LOCALS 30 & 537
OPEIU LOCALS 30 & 537 RETIREMENT FUND
LOS ANGELES, CA
Other
NONE
627$133.1M$9K
BOARD OF TRUSTEES ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND
ARIZONA PIPE TRADES HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
3,246$127.8M$74K
BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIVISION
IBEW LOCAL #952 VENTURA DIVISION OF LA COUNTY CHAPTER NECA PENSION TRUST FUND
FRESNO, CA
Other
NONE
349$118.4M$26K
BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIVISION
IBEW LOCAL #952 VENTURA DIVISION OF LA COUNTY CHAPTER NECA PENSION TRUST FUND
FRESNO, CA
Other
NONE
378$110.6M$31K
BOARD OF TRUSTEES, EMPLOYERS' - WAREHOUSEMEN'S
EMPLOYERS' - WAREHOUSEMEN'S PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
191$89.0M$40K
BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206
SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN
SAN JOSE, CA
Other
NONE
1,260$55.5M$25K
BOARD OF TRUSTEES, EMPLOYERS' - WAREHOUSEMEN'S
EMPLOYERS' - WAREHOUSEMEN'S PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
222$50.3M$43K
BOARD OF TRUSTEES, EMPLOYERS' - WAREHOUSEMEN'S
EMPLOYERS' - WAREHOUSEMEN'S PENSION TRUST FUND
LOS ANGELES, CA
Other
NONE
216$50.2M$25K
BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206
SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN
SAN JOSE, CA
Other
NONE
1,021$48.8M$19K
BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA 401K PLAN
IBEW LOCAL 40 - NECA 401(K) PLAN
SAN DIEGO, CA
Other
NONE
401$35.1M$24K
BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRUST
SEATTLE, WA
Other
NONE
3,647$33.9M$24K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING RETIREMENT TRUST FUND
LOS ANGELES, CA
Other
NONE
203$33.3M$5K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING RETIREMENT TRUST FUND
LOS ANGELES, CA
Other
NONE
187$29.0M$9K
BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRUST
SEATTLE, WA
Other
NONE
3,427$28.9M$24K
BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA 401K PLAN
IBEW LOCAL 40 - NECA 401(K) PLAN
SAN DIEGO, CA
Other
NONE
404$27.6M$6K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING RETIREMENT TRUST FUND
LOS ANGELES, CA
Other
NONE
181$26.7M$11K
BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRUST
SEATTLE, WA
Other
NONE
3,366$23.5M$24K
TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
MENDOTA HEIGHTS, MN
Other
NONE
1,254$23.1M$9K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND
I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
463$22.5M$66K
BOARD OF TRUSTEES, LOS ANGELES MACHINIST BENEFIT TRUST
LOS ANGELES MACHINIST BENEFIT TRUST
PLEASANT HILL, CA
Other
NONE
1,076$18.1M$28K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND
I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
489$17.8M$54K
BOARD OF TRUSTEES LOS ANGELES MACHINIST BENEFIT TRUST
LOS ANGELES MACHINIST BENEFIT TRUST
PLEASANT HILL, CA
Other
NONE
1,086$15.6M$13K
BOARD OF TRUSTEES, OPEIU LOCALS 30 AND 537
OPEIU LOCALS 30 AND 537 HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
1,221$15.2M$28K
BOARD OF TRUSTEES, OPEIU LOCALS 30 AND 537
OPEIU LOCALS 30 AND 537 HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
1,235$14.5M$8K
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND
I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
463$14.4M$49K
BOARD OF TRUSTEES, OPEIU LOCALS 30 AND 537
OPEIU LOCALS 30 AND 537 HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
1,335$12.9M$9K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL 105
SHEET METAL WORKERS LOCAL 105 HEALTH REIMBURSEMENT PLAN
SAN JOSE, CA
Other
NONE
0$12.4M$11K
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL 105
SHEET METAL WORKERS LOCAL 105 HEALTH REIMBURSEMENT PLAN
SAN JOSE, CA
Other
NONE
0$11.3M$15K
BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA HEALTH &
IBEW LOCAL 40 - NECA HEALTH & WELFARE TRUST FUND
SAN DIEGO, CA
Other
NONE
406$7.2M$7K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
205$4.4M$15K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
189$3.8M$10K
BOARD OF TRUSTEES, WAREHOUSEMEN'S HEALTH AND WELFARE
WAREHOUSEMEN'S HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
287$3.4M$6K
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
INLAND REFRIGERATION AND AIR CONDITIONING HEALTH AND WELFARE TRUST FUND
LOS ANGELES, CA
Other
NONE
177$3.3M$10K
BOARD OF TRUSTEES, WAREHOUSEMEN'S HEALTH AND WELFARE
WAREHOUSEMEN'S HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
316$3.2M$7K
BOARD OF TRUSTEES, WAREHOUSEMEN'S HEALTH AND WELFARE
WAREHOUSEMEN'S HEALTH AND WELFARE FUND
LOS ANGELES, CA
Other
NONE
295$3.1M$8K
BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA VARIABLE
IBEW LOCAL 40 - NECA VARIABLE ANNUITY PENSION PLAN
SAN DIEGO, CA
Other
NONE
187$1.4M$30K
BOARD OF TRUSTEES, HEALTH PROFESSIONALS STAFF HEALTH
HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND
SAN DIMAS, CA
Other
NONE
130$52K$10K
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