Form 5500 Search

SOUTHERN REGIONAL

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
7
Active participants
108,043
Total plan assets
$5.8B
Filings (rows)
7
Direct comp
$677K
Indirect comp
$6K

SERVICES PROVIDED

Other7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INT
8,379$1.9B$129K
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INT
10,704$1.8B$119K
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INT
11,294$1.7B$119K
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
28,031$161.8M$0
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
16,537$76.2M$109K
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
16,756$74.5M$90K
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
16,342$73.2M$111K
SOUTHERN REGIONAL — Form 5500 Service Provider Profile | Form 5500 Search