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
63
Active participants
594,416
Total plan assets
$30.1B
Filings (rows)
63
Direct comp
$5.8M
Indirect comp
$0
SERVICES PROVIDED
Other62
Advisor / Consultant1
Top plans served
All 63 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| 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 | $1.2M |
| EXCAVATORS UNION 731 WELFARE EXCAVATORS UNION LOCAL 731 WELFARE FUND | ASTORIA, NY | Other NONE | 4,820 | $1.1B | $25K |
| EXCAVATORS UNION 731 WELFARE EXCAVATORS UNION LOCAL 731 WELFARE FUND | ASTORIA, NY | Other NONE | 4,677 | $931.0M | $23K |
| EXCAVATORS UNION 731 WELFARE EXCAVATORS UNION LOCAL 731 WELFARE FUND | ASTORIA, NY | Other NONE | 4,586 | $763.6M | $27K |
| BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR ELECTRICAL CONTRACTORS | ALSIP, IL | Other NONE | 7,141 | $733.6M | $36K |
| BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR ELECTRICAL CONTRACTORS | ALSIP, IL | Other NONE | 7,091 | $686.6M | $31K |
| BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR ELECTRICAL CONTRACTORS | ALSIP, IL | Other NONE | 6,861 | $624.8M | $31K |
| BOARD OF TRUSTEES LABORERS HEALTH WELFARE TRUST FUND NORTHERN CAL. LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | PLEASANTON, CA | Other NONE | 22,502 | $499.7M | $183K |
| BOARD OF TRUSTEES LABORERS HEALTH WELFARE TRUST FUND NORTHERN CAL. LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | PLEASANTON, CA | Other NONE | 21,735 | $494.4M | $45K |
| BOARD OF TRUSTEES LABORERS HEALTH WELFARE TRUST FUND NORTHERN CAL. LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | PLEASANTON, CA | Other NONE | 22,554 | $439.6M | $50K |
| BOARD OF TRUSTEES INDIANA LABORERS WELFARE FUND INDIANA LABORERS WELFARE FUND | TERRE HAUTE, IN | Other NONE | 9,004 | $407.5M | $33K |
| TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND WRITERS' GUILD - INDUSTRY HEALTH FUND | BURBANK, CA | Other NONE | 9,571 | $358.1M | $36K |
| BOARD OF TRUSTEES IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND | TROY, MI | Other NONE | 12,826 | $345.6M | $128K |
| BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND LOCAL 580 INSURANCE FUND | NEW YORK, NY | Other NONE | 1,816 | $321.8M | $54K |
| BOARD OF TRUSTEES IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND | TROY, MI | Other NONE | 11,403 | $305.2M | $19K |
| BOARD OF TRUSTEES, PENSIONED OPERATING ENGINEERS PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA, CA | Other NONE | 9,264 | $283.6M | $571K |
| BOARD OF TRUSTEES, PENSIONED OPERATING ENGINEERS PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA, CA | Other NONE | 9,075 | $267.9M | $337K |
| TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND WRITERS' GUILD - INDUSTRY HEALTH FUND | BURBANK, CA | Other NONE | 9,021 | $232.9M | $134K |
| OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | WESTERVILLE, OH | Other | 15,028 | $222.3M | $50K |
| IBEW LOCAL 98 HEALTH & WELFARE PLAN BOARD OF IBEW LOCAL 98 HEALTH & WELFARE PLAN | PHILADELPHIA, PA | Other NONE | 2,757 | $214.2M | $35K |
| BOARD OF TRUSTEES OF ELECTRICAL WORKERS BENEFIT TRUST FUND ELECTRICAL WORKERS BENEFIT PLAN | INDIANAPOLIS, IN | Other NONE | 2,634 | $214.0M | $21K |
| OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND OLDC-OHIO CONTRACTORS ASSOCIATION INSURANCE FUND | WESTERVILLE, OH | Other | 14,565 | $213.3M | $18K |
| IBEW LOCAL 98 HEALTH & WELFARE PLAN BOARD OF IBEW LOCAL 98 HEALTH & WELFARE PLAN | PHILADELPHIA, PA | Other NONE | 2,937 | $197.9M | $42K |
| PAVERS & ROAD BUILDERS DC WELFARE FUND PAVERS & ROAD BUILDERS DC WELFARE FUND | WHITESTONE, NY | Other | 2,663 | $190.3M | $19K |
| NORTHWEST LABORERS-EMPLOYERS HEALTH & SE BOARD OF TRUSTEES NW LABORERS-EMPLOYERS H & S TRUST FUND | BOTHELL, WA | Other NONE | 8,352 | $179.1M | $15K |
| IBEW LOCAL 98 HEALTH & WELFARE PLAN BOARD OF IBEW LOCAL 98 HEALTH & WELFARE PLAN | PHILADELPHIA, PA | Other NONE | 2,629 | $175.5M | $23K |
| BOARD OF TRUSTEES OF THE UFCW NATIONAL HEALTH AND WELFARE FUND UFCW NATIONAL HEALTH AND WELFARE FUND | ENGLEWOOD, NJ | Other NONE | 9,018 | $170.7M | $34K |
| BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST F U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 2,116 | $163.8M | $37K |
| BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTH AND OPERATING ENGINEERS HEALTH AND WELFARE FUND | PASADENA, CA | Other NONE | 12,309 | $152.6M | $64K |
| NORTHWEST LABORERS-EMPLOYERS HEALTH & SE BOARD OF TRUSTEES NW LABORERS-EMPLOYERS H & S TRUST FUND | BOTHELL, WA | Other NONE | 8,441 | $150.4M | $17K |
| BOARD OF TRUSTEES OF THE UFCW NATIONAL HEALTH AND WELFARE FUND UFCW NATIONAL HEALTH AND WELFARE FUND | ENGLEWOOD, NJ | Other NONE | 9,088 | $141.6M | $56K |
| BOARD OF JOINT TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND | EAU CLAIRE, WI | Other NONE | 4,091 | $139.7M | $75K |
| BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND ELECTRICAL WORKERS' INSURANCE FUND | MADISON HEIGHTS, MI | Other NONE | 3,852 | $130.2M | $124K |
| BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL BENEFIT EIGHTH DISTRICT ELECTRICAL BENEFIT FUND | LAS VEGAS, NV | Other NONE | 7,033 | $125.7M | $31K |
| JOINT BOARD OF TRUSTEES OF 4TH DISTRICT IBEW HEALTH FUND 4TH DISTRICT IBEW HEALTH FUND | ONA, WV | Other NONE | 4,747 | $118.1M | $331K |
| BOARD OF TRUSTEES, ELECTRICAL WORKERS INSURANCE FUND ELECTRICAL WORKERS' INSURANCE FUND | MADISON HEIGHTS, MI | Other NONE | 3,776 | $117.2M | $127K |
| BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL BENEFIT EIGHTH DISTRICT ELECTRICAL BENEFIT FUND | LAS VEGAS, NV | Other NONE | 6,683 | $115.2M | $39K |
| BOARD OF TRUSTEES OF THE NATIONAL I.A.M. BENEFIT TRUST FUND NATIONAL I.A.M. BENEFIT TRUST FUND | WASHINGTON, DC | Other NONE | 12,173 | $101.6M | $12K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 997 | $98.3M | $24K |
| UEBT RETIREE HEALTH PLAN UEBT RETIREE HEALTH PLAN | CONCORD, CA | Other NONE | — | $97.0M | $247K |
| BOARD OF TRUSTEES OF THE NATIONAL I.A.M. BENEFIT TRUST FUND NATIONAL I.A.M. BENEFIT TRUST FUND | WASHINGTON, DC | Other NONE | 11,782 | $95.3M | $12K |
| JOINT BOARD OF TRUSTEES OF 4TH DISTRICT IBEW HEALTH FUND 4TH DISTRICT IBEW HEALTH FUND | ONA, WV | Other NONE | 4,141 | $92.4M | $50K |
| BOARD OF TRUSTEES OF THE NATIONAL I.A.M. BENEFIT TRUST FUND NATIONAL I.A.M. BENEFIT TRUST FUND | WASHINGTON, DC | Other NONE | 12,348 | $91.3M | $12K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 977 | $89.6M | $135K |
| TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND | WEST COVINA, CA | Other NONE | 5,191 | $82.3M | $101K |
| UEBT RETIREE HEALTH PLAN UEBT RETIREE HEALTH PLAN | CONCORD, CA | Other NONE | — | $81.3M | $101K |
| BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC WELFARE FUND CEMENT AND CONCRETE WORKERS DC WELFARE FUND | BAYSIDE, NY | Other NONE | 863 | $78.9M | $49K |
| TRUSTEES OF SHEET METAL #10 BENEFIT FUND SHEET METAL #10 BENEFIT FUND | MAPLEWOOD, MN | Other NONE | 3,082 | $76.8M | $13K |
| TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND | WEST COVINA, CA | Other NONE | 5,259 | $73.7M | $26K |
| NOVARTIS CORPORATION NOVARTIS CORPORATION POST EMPLOYMENT WELFARE BENEFIT PLAN | EAST HANOVER, NJ | Other NONE | 0 | $73.4M | $629K |
| BRD OF TRUSTEES-TEAMSTERS LOCAL 671 HEALTH SERVICES TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN | BLOOMFIELD, CT | Other NONE | 1,307 | $72.3M | $19K |
| UFCW & EMPLOYER BENEFIT TRUST UEBT RETIREE HEALTH PLAN | CONCORD, CA | Other NONE | — | $67.0M | $25K |
| TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND | WEST COVINA, CA | Other NONE | 5,388 | $61.4M | $34K |
| BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36 PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND | ALAMEDA, CA | Other NONE | 993 | $54.3M | $16K |
| BOARD OF TRUSTEES, OPERATING ENGINEERS TRUST FUND OF WASH DC AND VICIN OPERATING ENGINEERS TRUST FUND OF WASHINGTON D.C. AND VICINITY | SPARKS, MD | Other NONE | 1,230 | $42.1M | $6K |
| BOARD OF TRUSTEES, OPERATING ENGINEERS TRUST FUND OF WASH DC AND VICIN OPERATING ENGINEERS TRUST FUND OF WASHINGTON D.C. AND VICINITY | SPARKS, MD | Other NONE | 1,216 | $40.4M | $28K |
| BOARD OF TRUSTEES, OPERATING ENGINEERS TRUST FUND OF WASH DC AND VICIN OPERATING ENGINEERS TRUST FUND OF WASHINGTON D.C. AND VICINITY | SPARKS, MD | Other NONE | 1,194 | $36.8M | $16K |
| CONNECTICUT PIPE TRADES HEALTH FUND C/O CT PIPE TRADES BENEFIT FUNDS A CONNECTICUT PIPE TRADES HEALTH FUND | WETHERSFIELD, CT | Advisor / Consultant CONSULTANT | 1,390 | $27.8M | $15K |
| SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND | CANFIELD, OH | Other NONE | 912 | $10.4M | $44K |
| SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND | OAK BROOK, IL | Other NONE | 693 | $9.0M | $15K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN | JACKSONVILLE, FL | Other NONE | 282 | $7.3M | $6K |
| TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN PLUMBERS & FITTERS LOCAL UNION 295 WELFARE PLAN | JACKSONVILLE, FL | Other NONE | 252 | $6.5M | $6K |
| BOARD OF TRUSTEES IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND IN/KY/OH RGNL COUNCIL OF CARPENTERS WELFARE FUND | TROY, MI | Other NONE | 0 | — | $47K |