Form 5500 Search

ROBERT J

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
23
Active participants
78,182
Total plan assets
$353.2B
Filings (rows)
23
Direct comp
$834K
Indirect comp
$0

SERVICES PROVIDED

Broker12
Advisor / Consultant7
Other2
Legal counsel2

Top plans served

All 23 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$73.5B$11K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$71.5B$11K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$62.9B$13K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$49.9B$38K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$48.9B$41K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Advisor / Consultant
EBIC ADVISOR
$46.2B$39K
THE BURKE GROUP, LTD.
THE BURKE GROUP 401(K) PROFIT SHARING PLAN
ROSEMONT, IL
Legal counsel
ATTORNEY
466$138.1M$63K
THE BURKE GROUP, LTD.
THE BURKE GROUP 401(K) PROFIT SHARING PLAN
ROSEMONT, IL
Legal counsel
ATTORNEY
438$117.4M$13K
ACCENTURE LLP
ACCENTURE UNITED STATES GROUP HEALTH PLAN
CHICAGO, IL
Other
NONE
72,569$92.0M$5K
NECA-IBEW LOCAL 480
NECA-IBEW LOCAL 480 HEALTH-WELFARE PLAN
BYRAM, MS
Other
785$14.2M$120K
SIPI METALS CORP.
SIPI METALS CORP. HOURLY AND COLLECTIVE BARGAINING UNIT EMPLOYEES RETIREMENT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
86$2.7M$25K
FRASER INDUSTRIES
FRASER INDUSTRIES FLEXIBLE BENEFITS PLAN
SUPERIOR, WI
Broker
INSURANCE AGENT
152$0
SVRC INDUSTRIES, INC.
SVRC INDUSTRIES, INC. PREMIUM ONLY PLAN
SAGINAW, MI
Broker
AGENT
78$30K
PACIFICSOURCE
PACIFICSOURCE - EMPLOYEE LIFE & DISABILITY
SPRINGFIELD, OR
Broker
AGENT
1,558$5K
YEO & YEO, P.C.
YEO & YEO P.C. WELFARE BENEFIT PLAN
SAGINAW, MI
Broker
INSURANCE AGENT
219$48K
FULLERTON TOOL COMPANY, INC.
FULLERTON TOOL COMPANY, INC. HEALTH BENEFIT PLAN
SAGINAW, MI
Broker
AGENT
179$35K
FULLERTON TOOL COMPANY, INC.
FULLERTON TOOL COMPANY, INC. HEALTH BENEFIT PLAN
SAGINAW, MI
Broker
AGENT
185$33K
YEO & YEO, P.C.
YEO & YEO P.C. WELFARE BENEFIT PLAN
SAGINAW, MI
Broker
INSURANCE AGENT
230$45K
YEO & YEO, P.C.
YEO & YEO P.C. WELFARE BENEFIT PLAN
SAGINAW, MI
Broker
INSURANCE AGENT
251$54K
FULLERTON TOOL COMPANY
FULLERTON TOOL COMPANY, INC. HEALTH BENEFIT PLAN
SAGINAW, MI
Broker
AGENT
186$10K
WESTERN NEVADA SUPPLY COMPANY
WESTERN NEVADA SUPPLY BENEFIT PLAN
SPARKS, NV
Broker
BROKER
366$77K
SVRC INDUSTRIES, INC.
SVRC INDUSTRIES, INC. PREMIUM ONLY PLAN
SAGINAW, MI
Broker
AGENT
110$35K
WESTERN NEVADA SUPPLY COMPANY
WESTERN NEVADA SUPPLY BENEFIT PLAN
SPARKS, NV
Broker
BROKER
324$82K