Form 5500 Search

JOSEPH L

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
17,658
Total plan assets
$6.2B
Filings (rows)
26
Direct comp
$1.4M
Indirect comp
$15K

SERVICES PROVIDED

Other14
Accountant / Auditor4
Legal counsel4
TPA / Administrator3

Top plans served

Showing top 26 of 25 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUND
LIUNA STAFF AND AFFILIATES PENSION FUND
WASHINGTON, DC
Other
EMPLOYEE
3,559$1.8B$92K
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUND
LIUNA STAFF AND AFFILIATES PENSION FUND
WASHINGTON, DC
Other
EMPLOYEE
3,533$1.7B$82K
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUND
LIUNA STAFF AND AFFILIATES PENSION FUND
WASHINGTON, DC
Other
EMPLOYEE
3,533$1.7B$82K
WESTERN STATES OFFICE & PROFESSIONAL EMPLOYEES PENSION FUND
WESTERN STATES OFFICE & PROFESSIONAL EMPLOYEES PEN
PORTLAND, OR
Other
NONE
629$610.4M$201K
WESTERN STATES OFFICE & PROFESSIONAL EMP
WESTERN STATES OFFICE & PROFESSIONAL EMPLOYEES PEN
PORTLAND, CA
Other
NONE
469$601.2M$82K
WESTERN STATES OFFICE & PROFESSIONAL PEN
WESTERN STATES OFFICE AND PROFESSIONAL EMPLOYEES PENSION FUND
PORTLAND, OR
Other
NONE
659$343.2M$135K
TRUSTEES OF LABORERS LOCAL 57 INDUSTRIAL PENSION
LABORERS LOCAL 57 INDUSTRIAL PENSION PLAN
PHILADELPHIA, PA
Other
EMPLOYEE
1,480$295.9M$29K
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST
PORTLAND, OR
Other
NONE
190$141.1M$36K
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST
PORTLAND, OR
Other
NONE
329$140.0M$50K
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST
PORTLAND, OR
Other
NONE
336$124.5M$37K
WINPAK PORTION PACKAGING, INC.
WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN
SAUK VILLAGE, IL
Accountant / Auditor
ACCOUNTANT/AUDITOR
670$74.4M$24K
WINPAK PORTION PACKAGING, INC.
WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN
SAUK VILLAGE, IL
Accountant / Auditor
ACCOUNTANT/AUDITOR
716$67.5M$20K
WINPAK PORTION PACKAGING, INC.
WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN
SAUK VILLAGE, IL
Accountant / Auditor
AUDITOR
712$55.6M$17K
BOARD OF TRUSTEES, THE NELSON TRUST
THE NELSON TRUST
PORTLAND, OR
Other
NONE
626$37.8M$97K
BOARD OF TRUSTEES, THE NELSON TRUST
THE NELSON TRUST
PORTLAND, OR
Other
NONE
629$34.8M$88K
BOARD OF TRUSTEES, THE NELSON TRUST
THE NELSON TRUST
PORTLAND, OR
Other
NONE
645$32.6M$94K
WINPAK PORTION PACKAGING INC.
WINPAK PORTION PACKAGING, INC - PENSION PLAN
SAUK VILLAGE, IL
Accountant / Auditor
AUDITOR
65$27.6M$21K
ROCKROSE DEVELOPMENT, LLC
ROCKROSE DEVELOPMENT LLC 401(K) PLAN
NEW YORK, NY
Other
SERVICE PROVIDER
108$24.6M$15K
BOARD OF TRUSTEES, IBEW 125 - PGE HEALTH AND
IBEW 125 - PGE HEALTH AND WELFARE TRUST
PORTLAND, OR
Other
NONE
633$17.6M$53K
IBEW 125 - PGE HEALTH AND WELFARE TRUST BOARD OF TRUSTEES
IBEW 125 - PGE HEALTH AND WELFARE TRUST
TUKWILA, WA
Legal counsel
LEGAL COUNSEL
630$15.4M$52K
IBEW 125 - PGE HEALTH AND WELFARE TRUST BOARD OF TRUSTEES
IBEW 125 - PGE HEALTH AND WELFARE TRUST
TUKWILA, WA
Legal counsel
LEGAL COUNSEL
656$12.9M$45K
IT WORKS MARKETING, INC.
THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN
PALMETTO, FL
TPA / Administrator
CONTRACT ADMIN
138$11.4M$5K
IT WORKS MARKETING, INC.
THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN
PALMETTO, FL
TPA / Administrator
CONTRACT ADMIN
111$11.4M$6K
IT WORKS MARKETING, INC.
THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN
PALMETTO, FL
TPA / Administrator
CONTRACT ADMIN
135$9.9M$2K
CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST
CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST
PORTLAND, OR
Legal counsel
LEGAL COUNSEL
0$6.3M$6K
CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST
CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST
PORTLAND, OR
Legal counsel
LEGAL COUNSEL
0$5.6M$6K