Form 5500 Search

LEEWARD INVESTMENTS

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
14
Active participants
64,736
Total plan assets
$66.8B
Filings (rows)
14
Direct comp
$6.2M
Indirect comp
$5K

SERVICES PROVIDED

Other12
Advisor / Consultant2

Top plans served

All 14 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.6B$1.4M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.3B$1.3M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$10.5B$1.0M
HARTFORD FIRE INSURANCE COMPANY
THE HARTFORD INVESTMENT AND SAVINGS PLAN
HARTFORD, CT
Other
NONE
18,645$7.2B$517K
HARTFORD FIRE INSURANCE COMPANY
THE HARTFORD INVESTMENT AND SAVINGS PLAN
HARTFORD, CT
Other
NONE
18,614$6.5B$470K
HARTFORD FIRE INSURANCE COMPANY
THE HARTFORD INVESTMENT AND SAVINGS PLAN
HARTFORD, CT
Other
NONE
18,377$5.6B$397K
BOEHRINGER INGELHEIM USA CORPORATION
BOEHRINGER INGELHEIM USA CORPORATION MASTER INVESTMENT TRUST
RIDGEFIELD, CT
Other
NONE
$4.8B$321K
BOEHRINGER INGELHEIM USA CORPORATION
BOEHRINGER INGELHEIM USA CORPORATION MASTER INVESTMENT TRUST
RIDGEFIELD, CT
Other
NONE
$4.4B$337K
BOEHRINGER INGELHEIM USA CORPORATION
BOEHRINGER INGELHEIM USA CORPORATION MASTER INVESTMENT TRUST
RIDGEFIELD, CT
Other
NONE
$3.8B$268K
BLUE CROSS & BLUE SHIELD OF MINNESOTA
BLUE CROSS AND BLUE SHIELD OF MINNESOTA PENSION PLAN
ST. PAUL, MN
Other
NONE
2,994$231.8M$39K
BLUE CROSS & BLUE SHIELD OF MINNESOTA
BLUE CROSS AND BLUE SHIELD OF MINNESOTA PENSION PLAN
ST. PAUL, MN
Other
NONE
3,055$221.0M$89K
MERITER HEALTH SERVICES, INC.
MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN
MADISON, WI
Other
CONSTULTING
1,108$205.1M$37K
MERITER HEALTH SERVICES, INC.
MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT ADVISORY
1,013$205.0M$48K
MERITER HEALTH SERVICES, INC.
MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN
MADISON, WI
Advisor / Consultant
INVESTMENT ADVISORY
930$192.4M$10K