Form 5500 Search

JAMES P

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
47
Active participants
1,268,360
Total plan assets
$189.8B
Filings (rows)
47
Direct comp
$3.0M
Indirect comp
$18K

SERVICES PROVIDED

Other43
Broker4

Top plans served

All 47 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
CHICAGO, IL
Other
EMPLOYEE
36,799$49.7B$112K
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
CHICAGO, IL
Other
EMPLOYEE
38,102$48.2B$99K
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
CHICAGO, IL
Other
EMPLOYEE
48,538$42.6B$108K
TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
CHICAGO, IL
Other
EMPLOYEE
226,080$16.6B$243K
TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
CHICAGO, IL
Other
EMPLOYEE
228,415$14.2B$237K
TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
CHICAGO, IL
Other
EMPLOYEE
237,668$12.1B$230K
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
LOMBARD, IL
Other
NONE
65,981$1.9B$33K
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
LOMBARD, IL
Other
NONE
61,535$1.7B$29K
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
LOMBARD, IL
Other
NONE
63,202$1.5B$29K
BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND
LOCAL 804 WELFARE TRUST FUND
PORT WASHINGTON, NY
Other
EMPLOYEE
5,232$154.9M$140K
BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND
LOCAL 804 WELFARE TRUST FUND
PORT WASHINGTON, NY
Other
EMPLOYEE
4,955$152.2M$161K
BOARD OF TRUSTEES LOCAL 804 WELFARE TRUST FUND
LOCAL 804 WELFARE TRUST FUND
PORT WASHINGTON, NY
Other
EMPLOYEE
4,955$151.3M$179K
BOARD OF TRUSTEES OF GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE F
GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE FU
ST LOUIS, MO
Other
EMPLOYEE
3,835$105.2M$103K
BOARD OF TRUSTEES OF GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE F
GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE FU
ST LOUIS, MO
Other
EMPLOYEE
3,754$92.6M$33K
FUSION MANAGEMENT SERVICES, LLC
FUSION 401(K) PLAN
ATLANTA, GA
Other
SHAREHOLDER SERVICE PRO
520$68.6M$0
NATIONAL FRATERNAL ORDER OF POLICE
FRATERNAL ORDER OF POLICE LEGAL PLAN, INC
NASHVILLE, TN
Other
NONE
117,424$44.0M$13K
BOT ROOFERS LOCAL 221 PENSION TRUST FUND
ROOFERS LOCAL 221 PENSION TRUST FUND
HONOLULU, HI
Other
NONE
338$43.2M$26K
NATIONAL FRATERNAL ORDER OF POLICE
FRATERNAL ORDER OF POLICE LEGAL PLAN, INC
NASHVILLE, TN
Other
NONE
113,090$41.7M$54K
C.O. FALTER CONSTRUCTION CORP.
C.O. FALTER CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN
SYRACUSE, NY
Other
NONE
75$40.6M$72K
BOT ROOFERS LOCAL 221 PENSION TRUST FUND
ROOFERS LOCAL 221 PENSION TRUST FUND
HONOLULU, HI
Other
NONE
342$39.0M$25K
WADHAMS ENTERPRISES, INC.
WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
PHELPS, NY
Other
N/A
679$36.5M$82K
C.O. FALTER CONSTRUCTION CORP.
C.O. FALTER CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN
SYRACUSE, NY
Other
NONE
66$34.7M$75K
BOT ROOFERS LOCAL 221 PENSION TRUST FUND
ROOFERS LOCAL 221 PENSION TRUST FUND
HONOLULU, HI
Other
NONE
351$33.6M$25K
C.O. FALTER CONSTRUCTION CORP.
C.O. FALTER CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN
SYRACUSE, NY
Other
NONE
65$28.9M$71K
KELLEY BROS. LLC
KELLEY BROS. SALARY SAVINGS PLAN
SYRACUSE, NY
Other
NA
309$26.0M$83K
WADHAMS ENTERPRISES, INC.
WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
PHELPS, NY
Other
N/A
551$25.7M$72K
WADHAMS ENTERPRISES, INC.
WADHAMS ENTERPRISES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
PHELPS, NY
Other
N/A
581$22.3M$69K
KELLEY BROS. LLC
KELLEY BROS. SALARY SAVINGS PLAN
SYRACUSE, NY
Other
NA
297$21.8M$70K
PURCELL CONSTRUCTION CORP.
PURCELL CONSTRUCTION CORP. EMPLOYEE SAVINGS AND PROTECTION PLAN
WATERTOWN, NY
Other
REGISTERED INVESTMENT AD
77$19.8M$64K
BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN
ROOFERS UNION LOCAL 221 ANNUITY PLAN
HONOLULU, HI
Other
NONE
189$19.4M$17K
KELLEY BROS. LLC
KELLEY BROS. SALARY SAVINGS PLAN
SYRACUSE, NY
Other
NA
279$17.8M$64K
BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN
ROOFERS UNION LOCAL 221 ANNUITY PLAN
HONOLULU, HI
Other
NONE
188$17.3M$17K
PURCELL CONSTRUCTION CORP.
PURCELL CONSTRUCTION CORP. EMPLOYEE SAVINGS AND PROTECTION PLAN
WATERTOWN, NY
Other
REGISTERED INVESTMENT AD
83$17.2M$60K
PURCELL CONSTRUCTION CORP.
PURCELL CONSTRUCTION CORP. EMPLOYEE SAVINGS AND PROTECTION PLAN
WATERTOWN, NY
Other
REGISTERED INVESTMENT AD
91$16.7M$60K
BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN
ROOFERS UNION LOCAL 221 ANNUITY PLAN
HONOLULU, HI
Other
NONE
189$16.2M$16K
B OF T ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST
ROOFERS UNION LOCAL 221 HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
201$6.4M$21K
B OF T ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST
ROOFERS UNION LOCAL 221 HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
206$6.0M$21K
B OF T ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST
ROOFERS UNION LOCAL 221 HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
202$5.5M$21K
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY TRUST FUND
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY PLAN
HONOLULU, HI
Other
NONE
285$549K$13K
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY TRUST FUND
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY PLAN
HONOLULU, HI
Other
NONE
271$456K$13K
UAW REGION 9A EDUCATION FUND
UAW REGION 9A EDUCATION FUND
BROOKLYN, NY
Other
NONE
1,035$397K$29K
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY TRUST FUND
ROOFERS UNION LOCAL 221 VACATION AND HOLIDAY PLAN
HONOLULU, HI
Other
NONE
265$388K$12K
UAW REGION 9A EDUCATION FUND
UAW REGION 9A EDUCATION FUND
BROOKLYN, NY
Other
NONE
560$275K$12K
ANOPLATE CORPORATION
ANOPLATE CORPORATION HEALTH PLAN
SYRACUSE, NY
Broker
BROKER
118$40K
ANOPLATE CORPORATION
ANOPLATE CORPORATION HEALTH PLAN
SYRACUSE, NY
Broker
BROKER
118$39K
ANOPLATE CORPORATION
ANOPLATE CORPORATION HEALTH PLAN
SYRACUSE, NY
Broker
BROKER
118$40K
PENTASTAR AVIATION, LLC
PENTASTAR AVIATION, LLC CAFETERIA PLAN
WATERFORD, MI
Broker
BROKER
146$11K