Form 5500 Search

LETTERSTREAM

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
30
Active participants
82,254
Total plan assets
$3.5B
Filings (rows)
30
Direct comp
$852K
Indirect comp
$0

SERVICES PROVIDED

Other29
TPA / Administrator1

Top plans served

All 30 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW
DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN
PHOENIX, AZ
Other
NONE
24,360$1.0B$117K
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
8,185$313.5M$22K
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
ALBUQUERQUE, NM
Other
NONE
1,444$239.3M$7K
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
ALBUQUERQUE, NM
Other
NONE
1,400$214.7M$8K
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND
ALBUQUERQUE, NM
Other
NONE
1,366$182.5M$12K
BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL
UNITED FOOD AND COMMERCIAL WORKERS & EMPLOYERS DESERT STATES HEALTH AND WELFARE TRUST
PHOENIX, AZ
Other
NONE
15,130$178.7M$378K
SOUTHWEST MULTICRAFT
SOUTHWEST MULTICRAFT HEALTH & WELFARE TRUST FUND
ALBUQUERQUE, NM
Other
NONE
3,433$143.5M$35K
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUND
IBEW LOCAL UNION NO. 520 ANNUITY PLAN
ALBUQUERQUE, NM
Other
NONE
4,484$138.4M$6K
B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLAN
IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAPT NECA PENSION PLAN
PHOENIX, AZ
Other
NONE
600$119.1M$7K
SOUTHWEST MULTICRAFT
SOUTHWEST MULTICRAFT HEALTH & WELFARE TRUST FUND
ALBUQUERQUE, NM
Other
NONE
3,503$116.6M$32K
B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLAN
IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAPT NECA PENSION PLAN
PHOENIX, AZ
Other
NONE
583$110.5M$9K
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUND
ARIZONA SHEET METAL PENSION TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
604$108.8M$15K
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUND
ARIZONA SHEET METAL PENSION TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
498$96.1M$10K
IBEW LOCAL UNION NO. 60 401(K) PLAN
IBEW LOCAL UNION NO. 60 401(K) PLAN
ALBURQUERQUE, NM
TPA / Administrator
CONTRACT ADMIN
4,460$73.2M$8K
OPERATING ENGINEERS' LOCAL NO. 428 HEALTH AND WELFARE TRUST FUND
OPERATING ENGINEERS' LOCAL NO. 428 HEALTH AND WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
1,681$62.6M$13K
BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
0$50.2M$30K
THE BOARD OF TRUSTEES OF THE FOOD & BEVERAGE WORKERS UNION 23 & EMP. P
FOOD & BEVERAGE WORKERS UNION LOCAL 23 & EMPLOYERS PENSION PLAN
PHOENIX, AZ
Other
NONE
3,333$49.9M$6K
BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
0$47.8M$34K
BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
0$45.2M$24K
BOARD OF TRUSTEES ARIZONA SHEET METAL
ARIZONA SHEET METAL TRADE TRUST FUND
PHOENIX, AZ
Other
NONE
1,210$34.2M$7K
BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUND
ARIZONA BRICKLAYERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
73$33.7M$6K
BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUND
ARIZONA BRICKLAYERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
70$23.9M$6K
BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUND
ARIZONA BRICKLAYERS PENSION TRUST FUND
PHOENIX, AZ
Other
NONE
70$23.5M$7K
UTAH SHEET METAL WELFARE FUND
UTAH SHEET METAL WELFARE TRUST FUND
MURRAY, UT
Other
NONE
1,344$22.9M$13K
UTAH SHEET METAL WELFARE FUND
UTAH SHEET METAL WELFARE TRUST FUND
MURRAY, UT
Other
NONE
1,224$20.4M$6K
BOARD OF TRUSTEES OF SHEET METAL WORKERS 49 FAMILY HEALTH PLAN
SHEET METAL WORKERS LOCAL 49 FAMILY HEALTH PLAN
ALBUQUERQUE, NM
Other
NONE
728$13.6M$5K
BOARD OF TRUSTEES OF SHEET METAL WORKERS 49 FAMILY HEALTH PLAN
SHEET METAL WORKERS LOCAL 49 FAMILY HEALTH PLAN
ALBUQUERQUE, NM
Other
NONE
792$13.2M$5K
BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND
LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE
768$7.8M$6K
BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND
LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE
911$6.8M$8K
BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND
LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT HEALTH & WELFARE TRUST FUND
PHOENIX, AZ
Other
NONE
0$0$8K