MADISON INVESTMENT
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
61
Active participants
152,372
Total plan assets
$23.5B
Filings (rows)
61
Direct comp
$3.9M
Indirect comp
$123K
Aggregating 6 name variants under "MADISON INVESTMENT"
SERVICES PROVIDED
Other56
Advisor / Consultant5
Top plans served
All 61 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX, WI | Advisor / Consultant INVESTMENT MANAGEMENT | 9,539 | $2.1B | $0 |
| QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX, WI | Other NONE | 11,998 | $2.0B | $131K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,885 | $1.8B | $200K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,817 | $1.7B | $188K |
| BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO | NEW YORK, NY | Other NONE | 5,807 | $1.5B | $168K |
| THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FUND OF LOCAL UNION NO. 58 - IBEW | MADISON HEIGHTS, MI | Other NONE | 3,182 | $922.7M | $77K |
| THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FUND OF LOCAL UNION NO. 58 - IBEW | MADISON HEIGHTS, MI | Other NONE | 3,028 | $888.5M | $74K |
| THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUST ELECTRICAL WORKERS PENSION TRUST FUND OF LOCAL UNION NO. 58 - IBEW | MADISON HEIGHTS, MI | Other NONE | 2,976 | $799.5M | $73K |
| UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST | WASHINGTON, DC | Other NONE KNOWN | 2,137 | $799.5M | $70K |
| UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST | WASHINGTON, DC | Other NONE KNOWN | 0 | $752.7M | $68K |
| UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFIT TRUST | WASHINGTON, DC | Other NONE KNOWN | 0 | $716.3M | $68K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 275 | $562.6M | $173K |
| ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HILLIARD, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 3,579 | $559.4M | $7K |
| JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND | TROY, MI | Other NONE | 17,503 | $530.6M | $106K |
| UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | WASHINGTON, DC | Other NONE KNOWN | 0 | $518.6M | $40K |
| UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | WASHINGTON, DC | Other NONE KNOWN | 0 | $501.9M | $40K |
| JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND | TROY, MI | Other NONE | 17,855 | $500.5M | $76K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 181 | $497.9M | $165K |
| NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US LLP PENSION PLAN | HOUSTON, TX | Other INVESTMENT MGNT | 184 | $494.9M | $169K |
| JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND | TROY, MI | Other NONE | 17,454 | $441.7M | $151K |
| BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLAN ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLAN | ST. PAUL, MN | Other NONE | 1,451 | $388.3M | $29K |
| UAW RETIREES OF THE DANA CORP. HEALTH AND WELFARE TRUST COMMITTEE UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRUST | WASHINGTON, DC | Other NONE KNOWN | 0 | $376.4M | $24K |
| UAW RETIREES OF THE DANA CORP. HEALTH AND WELFARE TRUST COMMITTEE UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRUST | WASHINGTON, DC | Other NONE KNOWN | 0 | $368.4M | $92K |
| BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLAN ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLAN | ST. PAUL, MN | Other NONE | 1,435 | $332.1M | $29K |
| MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND | LANSING, MI | Other NONE | 2,329 | $305.8M | $62K |
| TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION ST. PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN | ST. PAUL, MN | Other NONE | 2,787 | $292.4M | $45K |
| MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND | LANSING, MI | Other NONE | 2,267 | $279.7M | $61K |
| TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION ST. PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN | ST. PAUL, MN | Other NONE | 3,139 | $254.0M | $44K |
| TRUSTEES RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKE RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKERS | ST. PAUL, MN | Other NONE | 1,599 | $220.5M | $101K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 480 | $190.4M | $144K |
| TRUSTEES RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKE RETIREMENT MEDICAL FUNDING PLAN FOR ST. PAUL ELECTRICAL WORKERS | ST. PAUL, MN | Other NONE | 1,561 | $182.8M | $73K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 448 | $170.5M | $124K |
| BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 | LONG ISLAND CITY, NY | Other NONE | 391 | $155.4M | $8K |
| TRUSTEES ST. PAUL ELECTRICAL WORKERS HEALTH PLAN ST. PAUL ELECTRICAL WORKERS' HEALTH PLAN | ST. PAUL, MN | Other NONE | 2,056 | $150.8M | $121K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 454 | $137.6M | $120K |
| TRUSTEES ST. PAUL ELECTRICAL WORKERS HEALTH PLAN ST. PAUL ELECTRICAL WORKERS' HEALTH PLAN | ST. PAUL, MN | Other NONE | 2,080 | $134.7M | $113K |
| ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. PROFIT SHARING RETIREMENT PLAN | HILLIARD, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 3,730 | $92.1M | $8K |
| UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST COMMITTEE UAW ST. JOSEPH RETIREES HEALTH & WELFARE TRUST | WASHINGTON, DC | Other NONE KNOWN | 0 | $83.7M | $8K |
| BRADFORD WHITE CORPORATION BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN | AMBLER, PA | Other NONE | 295 | $79.3M | $14K |
| BRADLEY COMPANY, LLC BRADLEY CORPORATION PENSION PLAN | MENOMONEE FALLS, WI | Other NONE | 129 | $75.0M | $99K |
| BRADFORD WHITE CORPORATION BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN | AMBLER, PA | Other NONE | 318 | $72.3M | $20K |
| BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE, CA | Other NONE | 1,066 | $67.2M | $46K |
| BRADFORD WHITE CORPORATION BRADFORD WHITE CORPORATION UAW RETIREMENT INCOME PLAN | AMBLER, PA | Other NONE | 347 | $63.9M | $22K |
| BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE, CA | Other NONE | 1,020 | $62.6M | $47K |
| BRADLEY CORPORATION BRADLEY CORPORATION PENSION PLAN | MENOMONEE FALLS, WI | Other NONE | 138 | $62.4M | $20K |
| ATLANTA PLUMBERS & STEAMFITTERS H&W FUND ATLANTA PLUMBERS & STEAMFITTERS H&W FUND | PEMBROKE PINES, FL | Other NONE | 2,723 | $62.2M | $27K |
| ATLANTA PLUMBERS & STEAMFITTERS H&W FUND ATLANTA PLUMBERS & STEAMFITTERS H&W FUND | PEMBROKE PINES, FL | Other NONE | 2,495 | $51.6M | $21K |
| DRUMMOND COMPANY, INC. USWA DRUMMOND COMPANY PENSION AGREEMENT | BIRMINGHAM, AL | Other | 265 | $48.9M | $13K |
| DRUMMOND COMPANY, INC. USWA DRUMMOND COMPANY PENSION AGREEMENT | BIRMINGHAM, AL | Other | 266 | $43.2M | $20K |
| ATLANTA PLUMBERS & STEAMFITTERS H&W FUND ATLANTA PLUMBERS & STEAMFITTERS H&W FUND | PEMBROKE PINES, FL | Other NONE | 2,307 | $41.1M | $21K |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 79 | $39.0M | — |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 81 | $38.0M | $12K |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 87 | $35.9M | $19K |
| TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST ST. PAUL ELEC WORKERS REGULAR VACATION AND HOLIDAY TRUST | ST. PAUL, MN | Other NONE | 1,550 | $22.1M | $16K |
| BOARD OF TRUSTEES OF THE PLUMBERS PIPEFITTERS 357 HEALTH & WELFARE KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL UNION NO. 357 HEALTH & WELFARE BENEFIT PLAN | BINGHAM FARMS, MI | Other NONE | 620 | $21.9M | $10K |
| TRUSTEES ST. PAUL ELECTRICAL WORKERS REGULAR VACATION HOLIDAY TRUST ST. PAUL ELEC WORKERS REGULAR VACATION AND HOLIDAY TRUST | ST. PAUL, MN | Other NONE | 1,497 | $20.1M | $15K |
| BOARD OF TRUSTEES OF THE PLUMBERS PIPEFITTERS 357 HEALTH & WELFARE KALAMAZOO PLUMBERS & PIPEFITTERS LOCAL UNION NO. 357 HEALTH & WELFARE BENEFIT PLAN | BINGHAM FARMS, MI | Other NONE | 563 | $19.0M | $10K |
| BRADLEY COMPANY, LLC BRADLEY CORPORATION PENSION PLAN | MENOMONEE FALLS, WI | Other NONE | 0 | $7.9M | $94K |
| BOARD OF TRUSTEES PLUMBERS LOCAL 577 HEALTH & WELFARE FUND PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH & WELFARE PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 260 | $4.2M | $24K |
| BOARD OF TRUSTEES PLUMBERS LOCAL 577 HEALTH & WELFARE FUND PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH & WELFARE PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 273 | $3.9M | $22K |
| MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND | LANSING, MI | Other NONE | 2,386 | — | $72K |