JAMES B
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
76
Active participants
443,256
Total plan assets
$18.0B
Filings (rows)
78
Direct comp
$4.9M
Indirect comp
$241K
Aggregating 11 name variants under "JAMES B"
SERVICES PROVIDED
Other48
Broker22
Trustee6
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PCS | 3 |
Top plans served
Showing top 78 of 76 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN | HANOVER, MD | Other EMPLOYEE | 43,757 | $4.5B | $195K |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN | HANOVER, MD | Other EMPLOYEE | 45,029 | $4.2B | $158K |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEES INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN | HANOVER, MD | Other EMPLOYEE | 44,973 | $3.9B | $132K |
| BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND LINE CONSTRUCTION BENEFIT FUND | LOMBARD, IL | Trustee TRUSTEE | 63,202 | $1.5B | $6K |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY ANNUITY PLAN | HANOVER, MD | Other EMPLOYEE | 25,636 | $643.7M | $0 |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY ANNUITY PLAN | HANOVER, MD | Other EMPLOYEE | 10,721 | $622.0M | $0 |
| INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY ANNUITY PLAN | HANOVER, MD | Other EMPLOYEE | 10,625 | $614.1M | $0 |
| OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | WESTERVILLE, OH | Other EMPLOYEE | 14,565 | $213.3M | $34K |
| OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | WESTERVILLE, OH | Other EMPLOYEE | 14,145 | $199.2M | $17K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 17,609 | $137.6M | $29K |
| WESTERN GROWERS ASSURANCE TRUST WESTERN GROWERS ASSURANCE TRUST | IRVINE, CA | Other | 19,650 | $127.7M | $41K |
| 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 | $290K |
| BOARD OF TRUSTEES OF OH CONFERENCE INDUSTRY HEALTH AND WELFARE TRUST OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE FUND | TOLEDO, OH | Other NONE | 2,554 | $117.4M | $108K |
| BOARD OF TRUSTEES OF OH CONFERENCE TEAMSTERS AND IND HEALTH & WELFARE OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE FUND | TOLEDO, OH | Other NONE | 2,755 | $112.0M | $129K |
| JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND | VALLEY VIEW, OH | Other NONE | 4,145 | $111.5M | $281K |
| BOARD OF TRUSTEES OF OH CONFERENCE TEAMSTERS AND IND HLTH & WELFARE OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE FUND | TOLEDO, OH | Other NONE | 2,754 | $102.1M | $88K |
| BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN | SACRAMENTO, CA | Other EMPLOYEE | 26,876 | $95.2M | $240K |
| JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND CLEVELAND BAKERS AND TEAMSTERS HEALTH AND WELFARE FUND | VALLEY VIEW, OH | Other NONE | 4,448 | $93.5M | $273K |
| BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN | SACRAMENTO, CA | Other EMPLOYEE | 27,468 | $87.8M | $239K |
| BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND CCPOA BENEFIT TRUST FUND WELFARE BENEFIT PLAN | SACRAMENTO, CA | Other EMPLOYEE | 27,720 | $79.5M | $209K |
| OHIO BRICKLAYERS HEALTH AND WELFARE PLAN OHIO BRICKLAYERS HEALTH AND WELFARE PLAN | TROY, MI | Other NONE | 1,239 | $44.5M | $95K |
| OHIO BRICKLAYERS HEALTH AND WELFARE PLAN OHIO BRICKLAYERS HEALTH AND WELFARE PLAN | TROY, MI | Other NONE | 1,234 | $44.0M | $98K |
| OHIO BRICKLAYERS HEALTH AND WELFARE PLAN OHIO BRICKLAYERS HEALTH AND WELFARE PLAN | TROY, MI | Other NONE | 1,157 | $40.9M | $95K |
| BOARD OF TRUSTEES LOCAL 580 EDUCATIONAL FUND LOCAL 580 EDUCATIONAL FUND | NEW YORK, NY | Other NONE | 1,955 | $37.9M | $37K |
| BOARD OF TRUSTEES LOCAL 580 EDUCATIONAL FUND LOCAL 580 EDUCATIONAL FUND | NEW YORK, NY | Other NONE | 1,998 | $36.5M | $37K |
| JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTER BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND | VALLEY VIEW, OH | Other NONE | 556 | $16.4M | $82K |
| JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTER BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND | VALLEY VIEW, OH | Other NONE | 535 | $14.1M | $80K |
| JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTER BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND | VALLEY VIEW, OH | Other NONE | 551 | $12.8M | $57K |
| MSSA-ILA SUPPLEMENTAL PLAN M.S.S.A.-I.L.A. SUPPLEMENTAL BENEFIT PLAN | MOBILE, AL | Other EE OF PLAN | 388 | $10.8M | $19K |
| MSSA-ILA SUPPLEMENTAL PLAN M.S.S.A.-I.L.A. SUPPLEMENTAL BENEFIT PLAN | MOBILE, AL | Other EE OF PLAN | 320 | $9.9M | $15K |
| BOARD OF TRUSTEES TEAMSTERS OH CONTRACTORS ASSN HEALTH AND WELFARE FUN TEAMSTERS OHIO CONTRACTORS ASSOCIATION HEALTH AND WELFARE FUND | TOLEDO, OH | Other NONE | 362 | $8.6M | $50K |
| BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND ILWU WAREHOUSE WELFARE FUND | PLEASANTON, CA | Trustee TRUSTEE | 527 | $7.0M | $7K |
| BOARD OF TRUSTEES - TEAMSTERS OH CONTRACTORS ASSN HEALTH & WELFARE TEAMSTERS OHIO CONTRACTORS ASSOCIATION HEALTH AND WELFARE FUND | TOLEDO, OH | Other NONE | 441 | $6.9M | $51K |
| BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND ILWU WAREHOUSE WELFARE FUND | PLEASANTON, CA | Trustee TRUSTEE | 510 | $6.2M | $6K |
| BOARD OF TRUSTEES PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE F PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE FUND | NEW YORK, NY | Trustee TRUSTEE | 0 | $2.0M | $8K |
| BOARD OF TRUSTEES PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE F PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE FUND | NEW YORK, NY | Trustee TRUSTEE | 0 | $1.9M | $8K |
| BOARD OF TRUSTEES PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE F PUBLISHERS' NEWSPAPER AND MAIL DELIVERERS' WELFARE FUND | WESTBURY, NY | Trustee TRUSTEE | 0 | $1.7M | $9K |
| STATE INDUSTRIAL PRODUCTS CORPORATION THE STATE CHEMICAL MANUFACTURING COMPANY EMPLOYEE BENEFIT PLAN | MAYFIELD HEIGHTS, OH | Broker AGENT/AGENCY | 622 | $1.6M | $85K |
| STATE INDUSTRIAL PRODUCTS CORPORATION THE STATE CHEMICAL MANUFACTURING COMPANY EMPLOYEE BENEFIT PLAN | MAYFIELD HEIGHTS, OH | Broker AGENT/AGENCY | 677 | $1.3M | $88K |
| STATE INDUSTRIAL PRODUCTS CORPORATION THE STATE CHEMICAL MANUFACTURING COMPANY EMPLOYEE BENEFIT PLAN | MAYFIELD HEIGHTS, OH | Broker AGENT/AGENCY | 682 | $1.0M | $0 |
| CHARLOTTE CHRISTIAN SCHOOL EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | CHARLOTTE, NC | Broker BROKER | 193 | — | $15K |
| UNIVERSAL SCREEN ARTS, INC. UNIVERSAL SCREEN ARTS, INC. HEALTH AND WELFARE INSURANCE PLAN | HUDSON, OH | Broker BROKER | 7 | — | $60K |
| AXIUM PACKAGING AXIUM PACKAGING HEALTH AND WELFARE PLAN | NEW ALBANY, OH | Other NONE | 523 | — | $48K |
| UNIVERSAL SCREEN ARTS, INC. UNIVERSAL SCREEN ARTS, INC. HEALTH AND WELFARE INSURANCE PLAN | HUDSON, OH | Broker BROKER | 197 | — | $73K |
| MID-AMERICA MANAGEMENT CORP. MID-AMERICA MANAGEMENT CORP. BENEFITS PLAN | BEACHWOOD, OH | Broker BROKER | 138 | — | $36K |
| UNIVERSAL SCREEN ARTS, INC. UNIVERSAL SCREEN ARTS, INC. HEALTH AND WELFARE INSURANCE PLAN | HUDSON, OH | Broker BROKER | 7 | — | — |
| SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. SHEPHERD OF THE VALLEY LUTHERAN HOME AND RETIREMENT CENTER CAF PLAN | AUSTINTOWN, OH | Other | 223 | — | $0 |
| UNIVERSAL SCREEN ARTS, INC. UNIVERSAL SCREEN ARTS, INC. HEALTH AND WELFARE INSURANCE PLAN | HUDSON, OH | Broker BROKER | 194 | — | $73K |
| TRANSTAR INDUSTRIES LLC TRANSTAR HEALTH & WELFARE PLAN | WALTON HILLS, OH | Broker BROKER | 1,109 | — | $0 |
| THE SEVEN HILLS SCHOOL, INC THE SEVEN HILLS SCHOOL GROUP WELFARE PLAN | CINCINNATI, OH | Broker BROKER | 195 | — | $66K |
| UNIVERSITY OF DETROIT MERCY UNIVERSITY OF DETROIT MERCY EMPLOYEE BENEFITS PLAN | DETROIT, MI | Other | 642 | — | $14K |
| STAHLS' INC. GROUPESTAHL EMPLOYEE BENEFIT PLAN | ST. CLAIR SHORES, MI | Other | 977 | — | $80K |
| ACCURATE TITLE GROUP, LLC ACCURATE TITLE GROUP, LLC - HEALTH AND BENEFIT PLAN | INDEPENDENCE, OH | Other | 553 | — | $111K |
| STAHLS' INC. GROUPESTAHL EMPLOYEE BENEFIT PLAN | ST. CLAIR SHORES, MI | Other | 1,187 | — | $14K |
| ACCURATE TITLE GROUP, LLC ACCURATE TITLE GROUP, LLC - HEALTH AND BENEFIT PLAN | INDEPENDENCE, OH | Other | 560 | — | $86K |
| YWCA COLUMBUS (LIFE/LTD) YWCA COLUMBUS (LIFE/LTD) HEALTH AND WELFARE PLAN | COLUMBUS, OH | Other NONE | 134 | — | $44K |
| COUNTRY PURE FOODS COUNTRY PURE FOODS EMPLOYEE BENEFITS PLAN | AKRON, OH | Broker BROKER | 495 | — | $105K |
| SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. SHEPHERD OF THE VALLEY LUTHERAN HOME AND RETIREMENT CENTER CAF PLAN | AUSTINTOWN, OH | Other NONE | 189 | — | $0 |
| YWCA COLUMBUS (LIFE/LTD) YWCA COLUMBUS (LIFE/LTD) HEALTH AND WELFARE PLAN | COLUMBUS, OH | Other NONE | 137 | — | $30K |
| THE EQUITY ENGINEERING GROUP INC THE EQUITY ENGINEERING GROUP INC | SHAKER HEIGHTS, OH | Other | 124 | — | $0 |
| MARY RUTAN HEALTH ASSOCIATION MARY RUTAN HEALTH ASSOCIATION HEALTH AND WELFARE PLAN | BELLEFONTAINE, OH | Broker BROKER | 497 | — | $16K |
| ACCURATE TITLE GROUP, LLC ACCURATE TITLE GROUP, LLC - HEALTH AND BENEFIT PLAN | INDEPENDENCE, OH | Other | 629 | — | $110K |
| CHARLOTTE CHRISTIAN SCHOOL EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | CHARLOTTE, NC | Broker BROKER | 184 | — | $15K |
| CHANCELLOR HEALTH PARTNERS, LLC CHANCELLOR HEALTH PARTNERS, LLC | COLUMBUS, OH | Broker BROKER | 477 | — | $16K |
| AXIUM PACKAGING AXIUM PACKAGING HEALTH AND WELFARE PLAN | NEW ALBANY, OH | Other NONE | 2,371 | — | $0 |
| AXIUM PACKAGING AXIUM PACKAGING HEALTH AND WELFARE PLAN | NEW ALBANY, OH | Other NONE | 959 | — | $90K |
| THE EQUITY ENGINEERING GROUP INC THE EQUITY ENGINEERING GROUP INC | SHAKER HEIGHTS, OH | Other | 127 | — | $0 |
| UNIVERSAL SCREEN ARTS, INC. UNIVERSAL SCREEN ARTS, INC. HEALTH AND WELFARE INSURANCE PLAN | HUDSON, OH | Broker BROKER | 194 | — | $0 |
| CHARLOTTE CHRISTIAN SCHOOL EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | CHARLOTTE, NC | Broker BROKER | 194 | — | $16K |
| HATHAWAY BROWN SCHOOL HATHAWAY BROWN SCHOOL HEALTH | SHAKER HEIGHTS, OH | Broker BROKER | 160 | — | $69K |
| THE SEVEN HILLS SCHOOL, INC THE SEVEN HILLS SCHOOL GROUP WELFARE PLAN | CINCINNATI, OH | Broker BROKER | 194 | — | $60K |
| DURA-BOND INDUSTRIES, INC. DURA-BOND INDUSTRIES EMPLOYEE BENEFITS PROGRAM | EXPORT, PA | Broker BROKER | 404 | — | $3K |
| AXIUM PACKAGING AXIUM PACKAGING HEALTH AND WELFARE PLAN | NEW ALBANY, OH | Other NONE | 1,061 | — | $106K |
| SAVANNAH COUNTRY DAY SCHOOL, INC. SAVANNAH COUNTRY DAY SCHOOL, INC. GROUP WELFARE PLAN | SAVANNAH, GA | Broker BROKER | 245 | — | $21K |
| CHANCELLOR HEALTH PARTNERS, LLC CHANCELLOR HEALTH PARTNERS, LLC | COLUMBUS, OH | Broker BROKER | 444 | — | $55K |
| TOUGALOO COLLEGE TOUGALOO COLLEGE | TOUGALOO, MS | Broker BROKER | 165 | — | $20K |
| AXIUM PACKAGING AXIUM PACKAGING HEALTH AND WELFARE PLAN | NEW ALBANY, OH | Other NONE | 750 | — | $65K |
| MID-AMERICA MANAGEMENT CORP. MID-AMERICA MANAGEMENT CORP. BENEFITS PLAN | BEACHWOOD, OH | Broker BROKER | 142 | — | $29K |