Form 5500 Search

KBI GLOBAL INVESTORS

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
8
Active participants
9,071
Total plan assets
$4.1B
Filings (rows)
8
Direct comp
$1.9M
Indirect comp
$0

SERVICES PROVIDED

Other8

Top plans served

All 8 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,638$857.6M$618K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,468$800.4M$558K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
SAN JUAN, PR
Other
NONE
1,291$797.4M$630K
BD OF TRUSTEES PDC PENSION FUND
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 PENSION FUND
ROSLINDALE, MA
Other
NONE
2,342$761.1M$0
BD OF TRUSTEES PDC PENSION FUND
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 PENSION FUND
ROSLINDALE, MA
Other
NONE
2,329$700.4M$0
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$76.6M$33K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$72.1M$57K
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY RETIREMENT PLAN FOR CERTAIN FORMER EMPLOYEES
SAN JUAN, PR
Other
NONE
1$50.1M$36K
KBI GLOBAL INVESTORS — Form 5500 Service Provider Profile | Form 5500 Search