Form 5500 Search

PARTNERS GROUP

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
55
Active participants
896,965
Total plan assets
$348.3B
Filings (rows)
58
Direct comp
$6.8M
Indirect comp
$2.4M

SERVICES PROVIDED

Other52
Advisor / Consultant3

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
CF PARTNERS GROUP PRIVATE EQUITY II1

Top plans served

Showing top 58 of 55 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
OAKLAND, CA
Other
NONE
0$62.0B$20K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,156$57.4B$0
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,156$57.4B$0
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,353$56.4B$0
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,353$56.4B$0
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
229,511$53.7B$0
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
COLLIERVILLE, TN
Other
NONE
$27.1B$38K
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
COLLIERVILLE, TN
Other
NONE
$25.5B$266K
DEERE & COMPANY
JOHN DEERE PENSION TRUST (MASTER TRUST)
MOLINE, IL
Other
NONE
$13.3B$0
DEERE & COMPANY
JOHN DEERE PENSION TRUST (MASTER TRUST)
MOLINE, IL
Other
NONE
$12.1B$215K
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
KANSAS CITY, MO
Other
NONE
28,958$7.8B$568K
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
KANSAS CITY, MO
Other
NONE
27,660$7.5B$1.4M
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
KANSAS CITY, MO
Other
NONE
30,358$7.5B$517K
NOVARTIS CORPORATION
NOVARTIS PENSION PLANS MASTER TRUST
EAST HANOVER, NJ
Other
INV MGMT
0$2.0B$29K
NOVARTIS CORPORATION
NOVARTIS PENSION PLANS MASTER TRUST
EAST HANOVER, NJ
Other
INV MGMT
0$2.0B$30K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,552$1.9B$646K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,416$1.8B$535K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,416$1.8B$22K
ARAMCO SHARED BENEFITS COMPANY
ARAMCO U.S. RETIREMENT INCOME PLAN
HOUSTON, TX
Other
NONE
1,618$1.8B$66K
NOVARTIS CORPORATION
NOVARTIS PENSION PLANS MASTER TRUST
EAST HANOVER, NJ
Other
INV MGMT
$1.8B$11K
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND
INDIANA LABORERS PENSION FUND
TERRE HAUTE, IN
Other
NONE
11,039$1.7B$243K
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUND
INDIANA LABORERS PENSION FUND
TERRE HAUTE, IN
Other
NONE
10,800$1.5B$845K
VHS OF MICHIGAN
DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN
DETROIT, MI
Advisor / Consultant
INVESTMENT MANAGEMENT
1,443$572.9M$23K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
2,834$533.6M$133K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
2,441$487.6M$84K
BOARD OF TRUSTEES OF PENSION FUND
PENSION FUND UNITED SCENIC ARTISTS LOCAL 829
ENGLEWOOD CLIFFS, NJ
Other
NONE
3,050$440.5M$59K
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
385$281.2M$0
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
374$254.3M$0
STEVENS & LEE
STEVENS & LEE SAVINGS PLAN
READING, PA
Other
NONE
343$224.5M$0
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 17 SUPPLEMENTAL PENSION PLAN
DORCHESTER, MA
Other
NONE
1,667$165.3M$51K
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 17 SUPPLEMENTAL PENSION PLAN
DORCHESTER, MA
Other
NONE
1,671$143.7M$32K
BOT SHEET METAL WORKERS LOCAL UNION NO.17 SUPPLEMENTAL PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 17 SUPPLEMENTAL PENSION PLAN
DORCHESTER, MA
Other
NONE
1,635$120.8M$29K
UNITED METAL TRADES ASSOCIATION OF OREGON
UMTA TRUST
PORTLAND, OR
Other
NONE
1,335$39.9M$61K
BOARD OF TRUSTEES, THE NELSON TRUST
THE NELSON TRUST
PORTLAND, OR
Other
NONE
626$37.8M$90K
PITCAIRN COMPANY
PITCAIRN RETIREMENT PLAN
CONSHOHOCKEN, PA
Other
NONE
14$37.4M$0
PITCAIRN COMPANY
PITCAIRN RETIREMENT PLAN
JENKINTOWN, PA
Other
NONE
16$37.3M$0
PITCAIRN COMPANY
PITCAIRN RETIREMENT PLAN
JENKINTOWN, PA
Other
NONE
19$36.1M$0
BOARD OF TRUSTEES, THE NELSON TRUST
THE NELSON TRUST
PORTLAND, OR
Other
NONE
629$34.8M$90K
BUSINESS HEALTH TRUST
BUSINESS HEALTH TRUST ARRANGEMENT
MUKILTEO, WA
Other
NONE
16,967$18.9M$32K
WESTERN STATES HEALTH AND WELFARE TRUST FUND OF THE OPEIU TRUSTEES
WESTERN STATES HEALTH AND WELFARE TRUST FUND OF THE OPEIU
PORTLAND, OR
Other
NONE
937$17.9M$76K
BUSINESS HEALTH TRUST
BUSINESS HEALTH TRUST ARRANGEMENT
MUKILTEO, WA
Other
NONE
16,388$16.1M$28K
EMERGING ACQUISITIONS LLC
BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN
EUGENE, OR
Advisor / Consultant
INVESTMENT ADVISORY
223$13.9M$25K
BUSINESS HEALTH TRUST
BUSINESS HEALTH TRUST ARRANGEMENT
MUKILTEO, WA
Other
NONE
14,822$13.1M$21K
IDAHO AGC SELF-FUNDED BENEFIT TRUST
IDAHO AGC SELF-FUNDED BENEFIT TRUST
BOISE, ID
Other
NONE
2,716$12.9M$12K
EMERGING ACQUISITIONS LLC
BULK HANDLING SYSTEMS 401(K) PROFIT SHARING PLAN
EUGENE, OR
Advisor / Consultant
INVESTMENT ADVISORY
207$12.8M$24K
BOARD OF TRUSTEES, WESTERN HEALTHCARE INSURANCE TRUST
WESTERN HEALTHCARE INSURANCE TRUST
MUKILTEO, WA
Other
NONE
8,533$8.1M$6K
YANKE MACHINE SHOP INC. & RELATED ENTITIES
YANKE HEALTH BENEFIT TRUST
BOISE, ID
Other
NONE
159$2.6M$70K
YANKE MACHINE SHOP INC. & RELATED ENTITIES
YANKE HEALTH BENEFIT TRUST
BOISE, ID
Other
NONE
259$2.6M$64K
BOZEMAN DEACONESS HEALTH SERVICES
BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN
BOZEMAN, MT
Other
NONE
1,616$1.8M$17K
BOZEMAN DEACONESS HEALTH SERVICES
BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN
BOZEMAN, MT
Other
NONE
1,575$1.7M$79K
YANKE MACHINE SHOP INC. & RELATED ENTITIES
YANKE HEALTH BENEFIT TRUST
BOISE, ID
Other
NONE
142$1.6M$74K
ASSOCIATED EMPLOYERS HEALTH AND WELFARE
THE ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFITS
SPOKANE, WA
Other
FIDELITY BOND
0$1.5M$25K
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST PLAN
SPOKANE, WA
Other
FIDELITY BOND
2,034$1.2M$19K
WASHINGTON BUSINESS SERVICES HEALTH TRUST
WASHINGTON BUSINESS SERVICES HEALTH TRUST PLAN
SPOKANE, WA
Other
FIDELITY BOND
733$713K$23K
WASHINGTON MANUFACTURING HEALTH TRUST
WASHINGTON MANUFACTURING HEALTH TRUST PLAN
SPOKANE, WA
Other
FIDELITY BOND
579$306K$20K
OREGON BUSINESS & INDUSTRY ASSOCIATION
OBI HEALTH CHOICE BENEFITS PLAN & TRUST
SALEM, OR
Other
NONE
2,472$294K$14K
OREGON BUSINESS & INDUSTRY ASSOCIATION
OBI HEALTH CHOICE BENEFITS PLAN AND TRUST
SALEM, OR
Other
NONE
2,515$264K$16K
WASHINGTON HEALTH INDUSTRY HEALTH TRUST
WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN
SPOKANE, WA
Other
FIDELITY BOND
185$153K$8K