Form 5500 Search

JAMES R

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
25
Active participants
706,918
Total plan assets
$167.8B
Filings (rows)
25
Direct comp
$530K
Indirect comp
$63K

SERVICES PROVIDED

Other8
Broker8
Advisor / Consultant3
Legal counsel3
Trustee3

Top plans served

All 25 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Trustee
EMPLOYER TRUSTEE
231,156$57.4B$6K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Trustee
EMPLOYER TRUSTEE
231,353$56.4B$10K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Trustee
EMPLOYER TRUSTEE
229,511$53.7B$8K
TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD
INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND
TINLEY PARK, IL
Other
NONE
736$61.2M$34K
TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD
INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND
TINLEY PARK, IL
Other
NONE
716$57.0M$33K
TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD
INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND
TINLEY PARK, IL
Other
NONE
723$55.5M$32K
JAMES R. VANNOY & SONS CONSTRUCTION COMPANY, INC.
JAMES R. VANNOY & SONS 401(K) PROFIT SHARING PLAN
JEFFERSON, NC
Other
OTHER
331$21.2M$43K
JAMES R. VANNOY & SONS CONSTRUCTION COMPANY, INC.
JAMES R. VANNOY & SONS 401(K) PROFIT SHARING PLAN
JEFFERSON, NC
Other
OTHER
305$18.4M$19K
SSOBA DEFINED CONTRIBUTION RETIREMENT FUND
SSOBA DEFINED CONTRIBUTION RETIREMENT FUND
WEST BABYLON, NY
Legal counsel
LEGAL SERVICES
614$17.1M$43K
UNITED METHODIST FAMILY SERVICES OF VIRGINIA
UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING
RICHMOND, VA
Advisor / Consultant
INVESTMENT ADVISORY
292$16.8M$0
SUMMERS-TAYLOR, INC
SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN
JOHNSON CITY, TN
Other
SERVICE PROVIDER
636$14.1M$0
SUMMERS-TAYLOR, INC
SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN
JOHNSON CITY, TN
Other
SERVICE PROVIDER
571$13.4M$0
SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND
SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND
WEST BABYLON, NY
Legal counsel
ATTORNEY
725$12.2M$78K
JAMES RIVER AIR CONDITIONING COMPANY
JAMES RIVER AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN
RICHMOND, VA
Advisor / Consultant
ADVISOR
137$11.4M$26K
SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND
SPECIAL & SUPERIOR OFFICERS BENEVOLENT ASSOCIATION WELFARE FUND
WEST BABYLON, NY
Legal counsel
ATTORNEY
653$10.6M$80K
DISTRICT 1199C TRAINING & UPGRADING FUND
DISTRICT 1199C PHILA. HOSPITAL & HEALTH CARE-T/U FUND
PHILADELPHIA, PA
Other
NONE
2,473$10.4M$66K
DENTISTRY VCU
DENTISTRY@VCU 401(K) RETIREMENT PLAN
RICHMOND, VA
Advisor / Consultant
ADVISOR
187$10.2M$47K
KINGSDOWN, INC.
KINGSDOWN INCORPORATED & AFFILIATES CAFETERIA PLAN
MEBANE, NC
Broker
BROKER
209$0
BRENTWOOD INDUSTRIES, INC.
BRENTWOOD INDUSTRIES, INC. GROUP INSURANCE PLAN
READING, PA
Broker
BROKER
446$269
THE COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION
THE COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFITS PLAN
DOWNERS GROVE, IL
Broker
BROKER
310$1K
THE COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION
THE COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFITS PLAN
DOWNERS GROVE, IL
Broker
BROKER
441$2K
HERBEIN AND COMPANY, INC.
HERBEIN + COMPANY, INC. EMPLOYEE BENEFIT PLAN
READING, PA
Broker
BROKER
271$225
APL LOGISTICS AMERICA LTD
WELFARE PLAN FOR EMPLOYEES OF APL LOGISTICS
SCOTTSDALE, AZ
Broker
BROKER
2,109$0
APL LOGISTICS AMERICA LTD
WELFARE PLAN FOR EMPLOYEES OF APL LOGISTICS
SCOTTSDALE, AZ
Broker
BROKER
1,149$0
CLAXTON-HEPBURN MEDICAL CENTER
CLAXTON-HEPBURN MEDICAL CENTER WELFARE BENEFIT PLAN
OGDENSBURG, NY
Broker
BROKER
864$245