Form 5500 Search

MORRIS

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
72
Active participants
975,706
Total plan assets
$55.5B
Filings (rows)
72
Direct comp
$5.2M
Indirect comp
$20K

SERVICES PROVIDED

Other37
Legal counsel20
Advisor / Consultant9
Accountant / Auditor6

Top plans served

All 72 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
WASHINGTON, DC
Other
EMPLOYEE
102,493$14.3B$157K
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
WASHINGTON, DC
Other
EMPLOYEE
92,151$13.8B$133K
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND
UNITED ASSOCIATION NATIONAL PENSION FUND
ALEXANDRIA, VA
Other
EMPLOYEE
88,454$7.1B$86K
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUND
UNITED ASSOCIATION NATIONAL PENSION FUND
ALEXANDRIA, VA
Other
EMPLOYEE
84,317$6.7B$76K
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ HEALTH FUND
BUILDING SERVICE 32BJ HEALTH FUND
NEW YORK, NY
Other
EMPLOYEE
125,014$3.0B$56K
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ HEALTH FUND
BUILDING SERVICE 32BJ HEALTH FUND
NEW YORK, NY
Other
EMPLOYEE
121,471$2.6B$50K
BMC SOFTWARE, INC.
BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN
HOUSTON, TX
Legal counsel
ATTORNEY/LEGAL
1,840$1.4B$8K
BMC SOFTWARE, INC.
BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN
HOUSTON, TX
Legal counsel
ATTORNEY/LEGAL
1,897$1.2B$22K
BMC SOFTWARE, INC.
BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN
HOUSTON, TX
Legal counsel
ATTORNEY/LEGAL
1,926$1.1B$14K
UCB HOLDINGS, INC.
UCB, INC. 401(K) RETIREMENT PLAN
SMYRNA, GA
Legal counsel
ATTORNEY
1,686$686.3M$20K
FIRSTGROUP AMERICA, INC.
FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN
CINCINNATI, OH
Legal counsel
ATTORNEY/LEGAL
49,717$328.2M$68K
FIRSTGROUP AMERICA, INC.
FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN
CINCINNATI, OH
Legal counsel
LEGAL
43,376$303.6M$50K
THE GEO GROUP, INC.
THE GEO SAVE 401(K) PLAN
BOCA RATON, FL
Other
NONE
14,192$276.2M$13K
THE GEO GROUP, INC.
THE GEO SAVE 401(K) PLAN
BOCA RATON, FL
Other
NONE
14,170$239.3M$12K
THE GEO GROUP, INC.
THE GEO SAVE 401(K) PLAN
BOCA RATON, FL
Legal counsel
LEGAL
13,623$199.1M$10K
SAVANNAH COLLEGE OF ART AND DESIGN
SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN
SAVANNAH, GA
Legal counsel
LEGAL
1,630$194.2M$1K
CAPITAL CITY BANK GROUP, INC.
CAPITAL CITY BANK GROUP, INC. RETIREMENT PLAN
TALLAHASSEE, FL
Other
NONE
414$140.7M$11K
WESTERN GROWERS ASSURANCE TRUST
WESTERN GROWERS ASSURANCE TRUST
IRVINE, CA
Other
17,609$137.6M$24K
WESTERN GROWERS ASSURANCE TRUST
WESTERN GROWERS ASSURANCE TRUST
IRVINE, CA
Other
19,650$127.7M$21K
CAPITAL CITY BANK GROUP, INC.
CAPITAL CITY BANK GROUP, INC. RETIREMENT PLAN
TALLAHASSEE, FL
Other
NONE
441$125.3M$10K
CAPITAL CITY BANK GROUP, INC.
CAPITAL CITY BANK GROUP, INC. RETIREMENT PLAN
TALLAHASSEE, FL
Other
NONE
472$110.4M$10K
UNITED AGRIBUSINESS LEAGUE
UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
IRVINE, CA
Other
INDEPENDENT CONTRACTOR
21,356$105.4M$788K
FIRSTGROUP AMERICA, INC.
FIRSTGROUP AMERICA, INC. PENSION PLAN
CINCINNATI, OH
Other
NONE
125$93.8M$29K
UNITED AGRIBUSINESS LEAGUE
UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
IRVINE, CA
Other
INDEPENDENT CONTRACTOR
21,725$86.4M$893K
FRIENDS & FAMILY HOME CARE SERVICES, LLC
FRIENDS & FAMILY PREVAILING WAGE ESOP RETIREMENT PLAN
NEW YORK, NY
Legal counsel
LAW FIRM
12,084$70.8M$33K
UNITED AGRIBUSINESS LEAGUE
UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
IRVINE, CA
Other
INDEPENDENT CONTRACTOR
22,168$61.7M$898K
VIDENDUM US HOLDINGS INC.
VIDENDUM USA SAVINGS PLAN
NEW YORK, NY
Legal counsel
ATTORNEY/LEGAL
822$59.0M$13K
BRICKLAYERS PENSION FUND TRUSTEES
BRICKLAYERS PENSION PLAN OF WESTERN PA
PITTSBURGH, PA
Other
NONE
349$53.4M$52K
BRICKLAYERS PENSION FUND TRUSTEES
BRICKLAYERS PENSION PLAN OF WESTERN PA
PITTSBURGH, PA
Other
NONE
358$52.1M$43K
ATLANTIC ANESTHESIA, INC.
ATLANTIC ANESTHESIA, INC. 401(K) PLAN
VIRGINIA BEACH, VA
Other
PARTY-IN-INTEREST
125$51.9M$60K
ATLANTIC ANESTHESIA, INC.
ATLANTIC ANESTHESIA, INC. PROFIT SHARING PLAN
VIRGINIA BEACH, VA
Other
PARTY-IN-INTEREST
120$50.4M$79K
ATLANTIC ANESTHESIA, INC.
ATLANTIC ANESTHESIA, INC. PROFIT SHARING PLAN
VIRGINIA BEACH, VA
Other
PARTY-IN-INTEREST
102$50.0M$106K
ATLANTIC ANESTHESIA, INC.
ATLANTIC ANESTHESIA, INC. 401(K) PLAN
VIRGINIA BEACH, VA
Other
PARTY-IN-INTEREST
136$49.0M$46K
VIDENDUM US HOLDINGS INC.
VIDENDUM USA SAVINGS PLAN
NEW YORK, NY
Legal counsel
ATTORNEY/LEGAL
348$46.7M$46K
FRIENDS & FAMILY HOME CARE SERVICES, LLC
FRIENDS & FAMILY PREVAILING WAGE ESOP RETIREMENT PLAN
NEW YORK, NY
Legal counsel
LAW FIRM
8,118$43.6M$95K
ST. MARYS HOSPITAL OF ST. MARYS COUNTY, INC.
ST. MARYS HOSPITAL OF ST. MARYS COUNTY PENSION PLAN AND TRUST
LEONARDTOWN, MD
Other
NONE
219$43.4M$221K
ST. MARYS HOSPITAL OF ST. MARYS COUNTY, INC.
ST. MARYS HOSPITAL OF ST. MARYS COUNTY PENSION PLAN AND TRUST
LEONARDTOWN, MD
Other
NONE
206$42.8M$221K
RANDALL-REILLY, LLC
RANDALL-REILLY, LLC 401(K) PROFIT SHARING PLAN
TUSCALOOSA, AL
Accountant / Auditor
ACCOUNTANT/AUDITOR
553$42.0M$15K
CJ AMERICA INC
CJ 401(K) PLAN
LOS ANGELES, CA
Legal counsel
ATTORNEY
741$40.3M$25K
INSURANCE TRUST FOR DELTA RETIREES, INC.
INSURANCE TRUST FOR DELTA RETIREES, INC. BENEFIT PLAN
DULUTH, GA
Legal counsel
ATTORNEY
26,259$39.1M$63K
VIDENDUM US HOLDINGS INC.
VIDENDUM USA SAVINGS PLAN
NEW YORK, NY
Legal counsel
ATTORNEY/LEGAL
450$38.1M$28K
INSURANCE TRUST FOR DELTA RETIREES, INC.
INSURANCE TRUST FOR DELTA RETIREES, INC. BENEFIT PLAN
DULUTH, GA
Legal counsel
ATTORNEY
26,255$35.0M$62K
RANDALL-REILLY, LLC
RANDALL-REILLY, LLC 401(K) PROFIT SHARING PLAN
TUSCALOOSA, AL
Accountant / Auditor
ACCOUNTANT/AUDITOR
360$32.1M$15K
INSURANCE TRUST FOR DELTA RETIREES, INC.
INSURANCE TRUST FOR DELTA RETIREES, INC. BENEFIT
DULUTH, GA
Legal counsel
ATTORNEY
25,771$30.4M$60K
FRIENDS & FAMILY HOME CARE SERVICES, LLC
FRIENDS & FAMILY PREVAILING WAGE ESOP RETIREMENT PLAN
NEW YORK, NY
Legal counsel
LAW FIRM
7,113$26.4M$97K
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
104$21.1M$42K
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
99$18.9M$41K
HOUFF TRANSFER, INC.
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
WEYERS CAVE, VA
Other
NONE
112$18.5M$47K
SOUTH BANKING COMPANY
SAVINGS PLAN FOR EMPLOYEES OF SOUTH BANKING COMPANY
ALMA, GA
Other
SERVICE PROVIDER
135$13.2M$400
BURCH OIL COMPANY, INC.
BURCH OIL CO., INC. 401K PROFIT SHARING PLAN
HOLLYWOOD, MD
Advisor / Consultant
INVESTMENT ADVISOR FEES
65$12.2M$14
BURCH OIL COMPANY, INC.
BURCH OIL CO., INC. 401K PROFIT SHARING PLAN
HOLLYWOOD, MD
Advisor / Consultant
INVESTMENT ADVISOR FEES
83$12.2M$0
BURCH OIL COMPANY, INC.
BURCH OIL CO., INC. 401K PROFIT SHARING PLAN
HOLLYWOOD, MD
Advisor / Consultant
INVESTMENT ADVISOR FEES
72$9.6M$14
KULJIAN CORPORATION
KULJIAN AND DATA-CORE SYSTEMS, INC. SAVINGS & RETIREMENT PLAN
BRISTOL, PA
Accountant / Auditor
AUDITOR
99$8.3M$12K
POND LEHOCKY LLP
POND LEHOCKY LLP 401(K) PROFIT SHARING PLAN AND TRUST
SANATOGA, PA
Accountant / Auditor
ACCOUNTANT
135$8.2M$21K
SDB, INC.
SDB, INC. SAVINGS AND RETIREMENT PLAN
TEMPE, AZ
Other
NONE
102$8.1M$12K
ASEKO, INC. DBA GLYTEC
ASEKO, INC. 401(K) PLAN
BOSTON, MA
Legal counsel
ATTORNEY/LEGAL
78$7.8M$13K
BECKER ORTHOPEDIC APPLIANCE COMPANY
BECKER ORTHOPEDIC APPLIANCE COMPANY EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN AND TRUST
TROY, MI
Accountant / Auditor
PLAN AUDITOR
102$7.2M$11K
SDB, INC.
SDB, INC. SAVINGS AND RETIREMENT PLAN
TEMPE, AZ
Other
NONE
104$6.8M$12K
POND LEHOCKY LLP
POND LEHOCKY LLP 401(K) PROFIT SHARING PLAN AND TRUST
SANATOGA, PA
Accountant / Auditor
ACCOUNTANT
120$6.1M$0
SDB, INC.
SDB, INC. SAVINGS AND RETIREMENT PLAN
TEMPE, AZ
Other
NONE
101$5.1M$7K
FAMILY CARE VISITING NURSE & H
FAMILY CARE VISITING NURSE & H 401(K) PROFIT SHARING PLAN & TRUST
STRATFORD, CT
Advisor / Consultant
ADVISOR
233$4.2M$11K
FAMILY CARE VISITING NURSE & H
FAMILY CARE VISITING NURSE & H 401(K) PROFIT SHARING PLAN & TRUST
STRATFORD, CT
Advisor / Consultant
ADVISOR
373$3.5M$8K
FAMILY CARE VISITING NURSE & H
FAMILY CARE VISITING NURSE & H 401(K) PROFIT SHARING PLAN & TRUST
STRATFORD, CT
Advisor / Consultant
ADVISOR
372$2.7M$8K
FASTBOLT CORP.
FASTBOLT CORP. EMPLOYEE STOCK OWNERSHIP PLAN
SOUTH HACKENSACK, NJ
Other
NONE
54$2.6M$4K
BOARD OF TRUSTEES DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND
DETROIT BAKERS LOCAL 326 HEALTH & WELFARE FUND
ALLEN PARK, MI
Other
NONE
51$2.5M$8K
FIRST FEDERAL SAVINGS BANK
FIRST FEDERAL SAVINGS BANK DEFINED BENEFIT PLAN
ROCHESTER, IN
Other
NONE
2$1.7M$9K
L&M DEVELOPMENT PARTNERS, INC.
L&M DEVELOPMENT PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
LARCHMONT, NY
Legal counsel
ATTORNEY
351$1.2M$22K
DOLPHIN BAY HOTEL RESIDENCE
DOLPHIN BAY HOTEL & RESIDENCE 401K PROFIT SHARING PLAN
PISMO BEACH, CA
Advisor / Consultant
ADVISOR
112$1.2M$0
DOLPHIN BAY HOTEL RESIDENCE
DOLPHIN BAY HOTEL & RESIDENCE 401K PROFIT SHARING PLAN
PISMO BEACH, CA
Advisor / Consultant
ADVISOR
117$917K$0
PREVAIL BANK
PREVAIL BANK DEFINED BENEFIT PLAN
STEVENS POINT, WI
Other
NONE
28$696K$17K
DOLPHIN BAY HOTEL RESIDENCE
DOLPHIN BAY HOTEL & RESIDENCE 401K PROFIT SHARING PLAN
PISMO BEACH, CA
Advisor / Consultant
ADVISOR
96$631K$0
FASTBOLT CORP.
FASTBOLT CORP. EMPLOYEE STOCK OWNERSHIP PLAN
SOUTH HACKENSACK, NJ
Other
NONE
0$12K