Planmember Financial Services

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

1,096

Total plan assets

$2.1B

Filings (rows)

Direct comp

$1.1M

Indirect comp

Showing only "PLANMEMBER FINANCIAL SERVICES"

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PLANMEMBER FINANCIAL SERVICES3 PLANMEMBER FINANCIAL2

SERVICES PROVIDED

TPA / Administrator3

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Plans served

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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