Medicare PART D Advisors

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

Active participants

1,982

Total plan assets

$82.1M

Filings (rows)

Direct comp

$83K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Northern California Sheet Metal Workers Health Care Plan Northern California Sheet Metal Workers Health Care Plan · all filings	SAN RAMON, CA	Investment manager	996	$43.8M	$52K	$0
Northern California Sheet Metal Workers Health Care Plan Northern California Sheet Metal Workers Health Care Plan · all filings	SAN RAMON, CA	Investment manager	986	$38.3M	$31K	$0