Planmember Financial

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

1,486

Total plan assets

$2.1B

Filings (rows)

Direct comp

$1.1M

Indirect comp

Aggregating 2 name variants under "PLANMEMBER FINANCIAL"

Click a variant to view it alone

PLANMEMBER FINANCIAL SERVICES3 PLANMEMBER FINANCIAL2

SERVICES PROVIDED

TPA / Administrator3

Other service providers2

Prospecting the plans that use Planmember Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · all filings	IRVINGTON, NY	TPA / Administrator	348	$742.0M	$250K	$0
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · all filings	IRVINGTON, NY	TPA / Administrator	372	$697.9M	$250K	$0
Board of Directors of the IBEW Locals' Saving & Retirement Group Trust International Brotherhood of Electrical Workers Local Unions Savings & Security Plan · all filings	IRVINGTON, NY	TPA / Administrator	376	$675.6M	$571K	$0
Newport Group, Inc. Planmember Pooled Employer Plan · all filings	FOLSOM, CA	Other service providers	390	$9.8M	$32K	$0
Newport Group, Inc. Planmember Pooled Employer Plan · all filings	FOLSOM, CA	Other service providers	0	$0	$18K	$0