Form 5500 Search

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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
585,118
Total plan assets
$9.2B
Filings (rows)
42
Direct comp
$2.6M
Indirect comp
$28K

SERVICES PROVIDED

Other20
Advisor / Consultant15
TPA / Administrator5
Broker2

Top plans served

All 42 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUND
LOCAL 705 INT'L BROTHERHOOD OF TEAMSTERS PENSION TR. FD.
CHICAGO, IL
TPA / Administrator
FORMER PLAN ADMINISTRATOR
5,166$1.9B$92K
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUND
LOCAL 705 INT'L BROTHERHOOD OF TEAMSTERS PENSION TR. FD.
CHICAGO, IL
TPA / Administrator
PLAN ADMINISTRATOR
5,346$1.7B$179K
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES
1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES
NEW YORK, NY
Other
NONE
116,828$1.6B$353K
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES
1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES
NEW YORK, NY
Other
NONE
113,428$1.4B$453K
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES
1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES
NEW YORK, NY
Other
NONE
110,059$1.2B$561K
BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN
NATIONAL PLUS PLAN
LINCOLN, RI
Other
RETAINED BY CLIENT
25,756$223.1M$6K
BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN
NATIONAL PLUS PLAN
LINCOLN, RI
Other
RETAINED BY CLIENT
35,858$207.7M$75K
NEWPORT GROUP, INC.
ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN
FOLSOM, CA
Other
NONE
11,059$205.6M$8K
BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN
NATIONAL PLUS PLAN
LINCOLN, RI
Other
RETAINED BY CLIENT
35,858$187.7M$75K
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND
CHICAGO, IL
TPA / Administrator
FORMER PLAN ADMINISTRATOR
1,423$109.5M$39K
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND
CHICAGO, IL
TPA / Administrator
PLAN ADMINISTRATOR
1,430$107.0M$77K
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR
LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND
CHICAGO, IL
TPA / Administrator
PLAN ADMINISTRATOR
1,859$101.7M$74K
NATIONAL FRATERNAL ORDER OF POLICE
FRATERNAL ORDER OF POLICE LEGAL PLAN, INC
NASHVILLE, TN
Other
NONE
113,090$41.7M$8K
PERSPECTIVES CORPORATION
PERSPECTIVES CORPORATION 401K SAVINGS PLAN
NORTH KINGSTOWN, RI
Advisor / Consultant
INVESTMENT ADVISOR
433$27.5M$30K
PERSPECTIVES CORPORATION
PERSPECTIVES CORPORATION 401K SAVINGS PLAN
NORTH KINGSTOWN, RI
Advisor / Consultant
INVESTMENT ADVISOR
370$24.2M$30K
MILLER ENVIRONMENTAL GROUP, INC.
MILLER ENVIRONMENTAL GROUP, INC. 401(K) PLAN
CALVERTON, NY
Advisor / Consultant
ADVISOR
403$23.4M$32K
MILLER ENVIRONMENTAL GROUP, INC.
MILLER ENVIRONMENTAL GROUP, INC. 401(K) PLAN
CALVERTON, NY
Advisor / Consultant
ADVISOR
362$21.9M$26K
PERSPECTIVES CORPORATION
PERSPECTIVES CORPORATION 401K SAVINGS PLAN
NORTH KINGSTOWN, RI
Advisor / Consultant
INVESTMENT ADVISOR
353$21.5M$27K
DAVID Y. MARTIN JR., LLC
PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC
NEW ORLEANS, LA
Advisor / Consultant
ADVISORY
122$13.1M$14K
SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC
STI 401(K) PLAN
BETHLEHEM, PA
Advisor / Consultant
ADVISOR
269$13.0M$21K
A-C ELECTRIC COMPANY
A-C ELECTRIC COMPANY RETIREMENT PLAN
BAKERSFIELD, CA
Other
NONE
82$12.3M$51K
A-C ELECTRIC COMPANY
A-C ELECTRIC COMPANY RETIREMENT PLAN
BAKERSFIELD, CA
Other
NONE
76$11.7M$29K
ST. JOHN'S COUNTRY DAY SCHOOL
ST. JOHN'S COUNTRY DAY SCHOOL 403(B) PLAN
ORANGE PARK, FL
Advisor / Consultant
BROKER/ADVISOR
44$11.4M
SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC
STI 401(K) PLAN
BETHLEHEM, PA
Advisor / Consultant
ADVISOR
193$10.5M$26K
BERNIER CARR AND ASSOCIATES
BERNIER CARR AND ASSOCIATES 401(K) PLAN
WATERTOWN, NY
Other
OTHER SERVICES
87$10.5M$0
LANDSOUTH CONSTRUCTION, LLC
LANDSOUTH CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
ADVISOR
90$10.4M$25K
A-C ELECTRIC COMPANY
A-C ELECTRIC COMPANY RETIREMENT PLAN
BAKERSFIELD, CA
Other
NONE
74$10.3M$7K
ST. JOHN'S COUNTRY DAY SCHOOL
ST. JOHN'S COUNTRY DAY SCHOOL 403(B) PLAN
ORANGE PARK, FL
Advisor / Consultant
BROKER/ADVISOR
44$10.3M$0
LANDSOUTH CONSTRUCTION, LLC
LANDSOUTH CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
ADVISOR
113$8.8M$24K
TRUSTEES IN THEIR CAPACITY AS SUCH OF SOUTH CAROLINA BANKERS EMPLOYEE
SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST
CHAPIN, SC
Other
NONE
1,390$7.3M$20K
NORTH SALEM STATE BANK
NORTH SALEM STATE BANK 401(K) PLAN
NORTH SALEM, IN
Advisor / Consultant
INVESTMENT ADVISOR
101$6.5M$11K
LANDSOUTH CONSTRUCTION, LLC
LANDSOUTH CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
ADVISOR
98$6.4M$24K
NORTH SALEM STATE BANK
NORTH SALEM STATE BANK 401(K) PLAN
NORTH SALEM, IN
Advisor / Consultant
INVESTMENT ADVISOR
98$5.7M$9K
TRUSTEES IN THEIR CAPACITY AS SUCH OF SOUTH CAROLINA BANKERS EMPLOYEE
SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST
CHAPIN, SC
Other
NONE
1,443$4.7M$23K
PLUMBERS LOCAL 360 HEALTH & WELFARE FUND
PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND
COLLINSVILLE, IL
Other
NONE
139$2.8M$21K
MERRICK, INC.
MERRICK, INC. PENSION PLAN
ST. PAUL, MN
Other
NONE
182$2.1M$11K
PLUMBERS LOCAL 360 HEALTH & WELFARE FUND
PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND
COLLINSVILLE, IL
Other
NONE
139$2.1M$18K
PLUMBERS LOCAL 360 HEALTH & WELFARE FUND
PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND
COLLINSVILLE, IL
Other
NONE
120$1.5M$25K
ANDERSON BROTHERS BANK, INC.
SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST
MULLINS, SC
Other
NONE
354$1.1M$5K
HANNIBAL CLINIC OPERATIONS LLC
HANNIBAL CLINIC OPERATIONS LLC SELF FUNDED HEALTH PLAN
HANNIBAL, MO
Other
431$405K$40K
WILLERT HOME PRODUCTS
WILLERT HOME PRODUCTS
ST. LOUIS, MO
Broker
BROKER
168$22K
WILLERT HOME PRODUCTS
WILLERT HOME PRODUCTS
ST. LOUIS, MO
Broker
BROKER
180$22K