OPTOMI
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
13
Active participants
1,094,487
Total plan assets
$206.9B
Filings (rows)
13
Direct comp
$7.4M
Indirect comp
$0
SERVICES PROVIDED
Other7
Advisor / Consultant6
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 36,799 | $49.7B | $8K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 38,102 | $48.2B | $16K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 61,593 | $16.8B | $524K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 226,080 | $16.6B | $303K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 60,192 | $15.0B | $334K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 228,415 | $14.2B | $147K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 60,023 | $13.0B | $300K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 56,128 | $11.5B | $927K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 55,939 | $10.2B | $814K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Advisor / Consultant CONSULTANT | 53,861 | $9.4B | $515K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION GROUP BENEFITS PROGRAM | ARLINGTON, VA | Other NONE | 72,921 | $862.0M | $2.4M |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION GROUP BENEFITS PROGRAM | ARLINGTON, VA | Other NONE | 73,315 | $776.8M | $707K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION GROUP BENEFITS PROGRAM | ARLINGTON, VA | Other NONE | 71,119 | $694.4M | $389K |