Form 5500 Search

L 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
45
Active participants
121,770
Total plan assets
$7.7B
Filings (rows)
47
Direct comp
$2.7M
Indirect comp
$0

SERVICES PROVIDED

Other33
Broker11
Advisor / Consultant1

Top plans served

Showing top 47 of 45 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
SALT LAKE CITY, UT
Other
NONE
25,307$3.4B$22K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
SALT LAKE CITY, UT
Other
NONE
26,724$3.2B$186K
TRUSTEES OF SEIU IL HOME CARE & CHILD CARE FUND
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND
CHICAGO, IL
Other
EMPLOYEE
18,826$301.0M$92K
TRUSTEES OF SEIU IL HOME CARE & CHILD CARE FUND
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND
CHICAGO, IL
Other
EMPLOYEE
16,554$277.2M$97K
TRUSTEES OF SEIU IL HOME CARE & CHILD CARE FUND
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND
CHICAGO, IL
Other
NONE
16,554$277.2M$25K
TRUSTEES OF SEIU IL HOME CARE & CHILD CARE FUND
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND
CHICAGO, IL
Other
EMPLOYEE
16,440$236.4M$32K
TRUSTEES OF SEIU IL HOME CARE & CHILD CARE FUND
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND
CHICAGO, IL
Other
EMPLOYEE
16,440$236.4M$89K
DISTRICT MEDICAL GROUP, INC.
DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST
PHOENIX, AZ
Other
NONE
767$235.7M$9K
BOARD OF TRUSTEES
NYSA-ILA FRINGE BENEFITS ESCROW FUND
JERSEY CITY, NJ
Other
EMPLOYEE
3,713$5.4M$327K
BOARD OF TRUSTEES
NYSA-ILA FRINGE BENEFITS ESCROW FUND
JERSEY CITY, NJ
Other
EMPLOYEE
3,713$5.0M$340K
BOARD OF TRUSTEES
NYSA-ILA FRINGE BENEFITS ESCROW FUND
JERSEY CITY, NJ
Other
EMPLOYEE
3,713$4.7M$315K
PEOPLESBANK
PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN
YORK, PA
Other
NONE
249$1.6M$28K
PEOPLESBANK
PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN
YORK, PA
Other
NONE
254$1.5M$37K
PEOPLES SECURITY BANK & TRUST COMPANY
PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN
SCRANTON, PA
Other
NONE
391$1.4M$69K
ACNB BANK
ACNB BANK EMPLOYEE BENEFIT PLAN
GETTYSBURG, PA
Broker
BROKER
316$1.4M$42K
THE EPHRATA NATIONAL BANK
EPHRATA NATIONAL BANK EMPLOYEE BENEFIT PLAN
EPHRATA, PA
Other
NONE
301$1.3M$69K
THE EPHRATA NATIONAL BANK
EPHRATA NATIONAL BANK EMPLOYEE BENEFIT PLAN
EPHRATA, PA
Other
NONE
293$1.2M$33K
PEOPLES SECURITY BANK & TRUST COMPANY
PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN
SCRANTON, PA
Other
NONE
277$1.1M$39K
ORRSTOWN FINANCIAL SERVICES, INC.
ORRSTOWN FINANCIAL SERVICES, INC. GROUP HEALTH PLAN
SHIPPENSBURG, PA
Other
NONE
310$1.1M$46K
PEOPLES SECURITY BANK & TRUST COMPANY
PEOPLES SECURITY BANK AND TRUST COMPANY GROUP HEALTH PLAN
SCRANTON, PA
Other
NONE
276$1.1M$30K
JOURNEY BANK
JOURNEY BANK GROUP HEALTH PLAN
BLOOMSBURG, PA
Other
NONE
152$1.1M$46K
FARMERS AND MERCHANTS TRUST COMPANY
FARMERS & MERCHANTS TRUST COMPANY GROUP HEALTH PLAN
CHAMBERSBURG, PA
Other
NONE
238$896K$55K
FARMERS AND MERCHANTS TRUST COMPANY
FARMERS & MERCHANTS TRUST COMPANY GROUP HEALTH PLAN
CHAMBERSBURG, PA
Other
NONE
242$760K$68K
ACNB BANK
ACNB BANK EMPLOYEE BENEFIT PLAN
GETTYSBURG, PA
Broker
BROKER
303$711K$44K
THE EPHRATA NATIONAL BANK
EPHRATA NATIONAL BANK EMPLOYEE BENEFIT PLAN
EPHRATA, PA
Other
NONE
285$684K$45K
COMMUNITY BANK OF THE CHESAPEAKE
COMMUNITY BANK OF THE CHESAPEAKE EMPLOYEE BENEFIT PLAN
WALDORF, MD
Other
NONE
114$556K$43K
WASHINGTON FINANCIAL BANK
WASHINGTON FINANCIAL BANK GROUP HEALTH CARE PLAN
WASHINGTON, PA
Other
NONE
139$459K$25K
COMMUNITY BANK OF THE CHESAPEAKE
COMMUNITY BANK OF THE CHESAPEAKE EMPLOYEE BENEFIT PLAN
WALDORF, MD
Other
NONE
117$401K$42K
QNB BANK
QNB BANK FLEXIBLE BENEFITS PLAN
QUAKERTOWN, PA
Other
NONE
134$361K$20K
FIRST KEYSTONE COMMUNITY BANK
FIRST KEYSTONE COMMUNITY BANK GROUP INSURANCE PLAN
BERWICK, PA
Other
NONE
138$339K$18K
UNIVERSITY ORTHOPEDICS CENTER, LTD.
UNIVERSITY ORTHOPEDICS CENTER, LTD EMPLOYEE BENEFIT PLAN
STATE COLLEGE, PA
Other
NONE
145$316K$35K
UNIVERSITY ORTHOPEDICS CENTER, LTD.
UNIVERSITY ORTHOPEDICS CENTER, LTD EMPLOYEE BENEFIT PLAN
STATE COLLEGE, PA
Other
NONE
137$309K$34K
WASHINGTON FINANCIAL BANK
WASHINGTON FINANCIAL BANK GROUP HEALTH CARE PLAN
WASHINGTON, PA
Other
NONE
137$299K$31K
UNIVERSITY ORTHOPEDICS CENTER, LTD.
UNIVERSITY ORTHOPEDICS CENTER, LTD EMPLOYEE BENEFIT PLAN
STATE COLLEGE, PA
Other
NONE
140$75K$35K
QNB BANK
QNB BANK FLEXIBLE BENEFITS PLAN
QUAKERTOWN, PA
Other
NONE
134$0$25K
THE HONESDALE NATIONAL BANK
THE HONESDALE NATIONAL BANK EMPLOYEE BENEFIT PLAN
HONESDALE, PA
Other
NONE
127$0$22K
PEOPLESBANK
PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN
YORK, PA
Other
NONE
0$0$43K
THE MONTESSORI SCHOOL
THE MONTESSORI SCHOOL
DRESHER, PA
Advisor / Consultant
ADVISOR
28$366
FLEETWOOD BANK
FLEETWOOD BANK EMPLOYEE BENEFIT PLAN
FLEETWOOD, PA
Broker
BROKER
50$13K
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C.
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C. EMPLOYEE BENEFIT PLAN
JOHNSTOWN, PA
Broker
BROKER
98$32K
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C.
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C. EMPLOYEE BENEFIT PLAN
JOHNSTOWN, PA
Broker
BROKER
92$26K
EMBASSY BANK FOR THE LEHIGH VALLEY
EMBASSY BANK FOR THE LEHIGH VALLEY GROUP HEALTH PLAN
BETHLEHEM, PA
Broker
BROKER
106$21K
MALVERN BANK, NATIONAL ASSOCIATION
MALVERN BANK NATIONAL ASSOCIATION GROUP HEALTH BENEFIT PLAN
PAOLI, PA
Broker
BROKER
0-$18
EMBASSY BANK FOR THE LEHIGH VALLEY
EMBASSY BANK FOR THE LEHIGH VALLEY GROUP HEALTH PLAN
BETHLEHEM, PA
Broker
BROKER
100$14K
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C.
NULTON DIAGNOSTIC & TREATMENT CENTER, P.C. EMPLOYEE BENEFIT PLAN
JOHNSTOWN, PA
Broker
BROKER
87$28K
FLEETWOOD BANK
FLEETWOOD BANK EMPLOYEE BENEFIT PLAN
FLEETWOOD, PA
Broker
BROKER
50$7K
MALVERN BANK, NATIONAL ASSOCIATION
MALVERN BANK NATIONAL ASSOCIATION GROUP HEALTH BENEFIT PLAN
PAOLI, PA
Broker
BROKER
53$13K
L R — Form 5500 Service Provider Profile | Form 5500 Search