Form 5500 Search

SS&C

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
80
Active participants
427,195
Total plan assets
$98.7B
Filings (rows)
85
Direct comp
$12.5M
Indirect comp
$385K

SERVICES PROVIDED

Other76
Advisor / Consultant4

Top plans served

Showing top 85 of 80 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
EIDP, INC.
DUPONT PENSION TRUST
WILMINGTON, DE
Other
NONE
$12.9B$673K
EIDP, INC.
DUPONT PENSION TRUST
WILMINGTON, DE
Other
NONE
$11.7B$571K
EIDP, INC.
DUPONT PENSION TRUST
WILMINGTON, DE
Other
NONE
$10.7B$670K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND
BOSTON, MA
Other
NONE
$5.5B$934K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND
BOSTON, MA
Other
NONE
$4.3B$879K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND
BOSTON, MA
Other
NONE
$4.3B$917K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET INTERNATIONAL EQUITY ACWI EX US TRUST FUND
BOSTON, MA
Other
NONE
$4.0B$1.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND
BOSTON, MA
Other
NONE
$3.3B$534K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET US EQUITY ALPHA EXTENSION TRUST FUND
BOSTON, MA
Other
NONE
$3.0B$312K
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VI
TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VIC
PENNSAUKEN, NJ
Other
NONE
7,961$2.7B$68K
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA
TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY
PENNSAUKEN, NJ
Other
NONE
8,608$2.4B$90K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET EMERGING MARKET TRUST FUND
BOSTON, MA
Other
NONE
$2.2B$501K
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA
TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY
PENNSAUKEN, NJ
Other
NONE
10,032$2.2B$90K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET EMERGING MARKET TRUST FUND
BOSTON, MA
Other
NONE
$2.2B$482K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET GLOBAL EQUITY ACWI TRUST FUND
BOSTON, MA
Other
NONE
$1.8B$436K
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CA
BLUE SHIELD OF CALIFORNIA TAX DEFERRED SALARY INVESTMENT PLAN
OAKLAND, CA
Other
NONE
7,533$1.7B$0
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. 401(K) RETIREMENT SAVINGS PLAN
JACKSONVILLE, FL
Other
NONE
8,954$1.7B$0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ARROWSTREET EMERGING MARKET TRUST FUND
BOSTON, MA
Other
NONE
$1.5B$345K
CAMBIA HEALTH SOLUTIONS, INC.
CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN
PORTLAND, OR
Other
NONE
4,574$1.5B$0
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA
BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN
COLUMBIA, SC
Other
NONE
12,890$1.5B$0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE GUARDIAN HOME OFFICE EMPLOYEES' RETIREMENT PLA
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
2,861$1.4B$146K
BLUE CROSS BLUE SHIELD OF TENNESSEE
BLUECROSS BLUESHIELD OF TENNESSEE EMPLOYEE RETIREMENT SAVINGS PROGRAM
CHATTANOOGA, TN
Other
NONE
6,823$1.3B$0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE GUARDIAN HOME OFFICE EMPLOYEES' RETIREMENT PLA
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
2,563$1.3B$110K
EXCELLUS HEALTH PLAN INC.
EXCELLUS 401(K) PLAN
ROCHESTER, NY
Other
NONE
4,359$871.6M$0
BOARD OF TRUSTEES IRON WORKERS
IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND
DORCHESTER, MA
Other
NONE
2,142$683.1M$84K
LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY
LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM
BATON ROUGE, LA
Other
NONE
3,333$660.6M$0
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
THE LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
19,570$610.0M$0
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
THE LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
16,770$608.5M$0
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
THE LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
18,598$590.8M$0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE GUARDIAN FIELD REPRESENTATIVE EMPLOYEES' RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
1,941$548.5M$43K
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE GUARDIAN FIELD REPRESENTATIVE EMPLOYEES' RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGER
2,068$535.9M$31K
BLUE CROSS AND BLUE SHIELD ASSOCIATION
BLUE CROSS AND BLUE SHIELD ASSOCIATION TAX-FAVORED SAVINGS PROGRAM
CHICAGO, IL
Other
NONE
1,214$479.8M$0
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
NONE
49,655$449.9M$0
PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP
PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP
NEW YORK, NY
Other
NONE
$367.1M$36K
PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP
PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP
NEW YORK, NY
Other
NONE
$367.1M$211K
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
NONE
41,173$349.2M$0
PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP
PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP
NEW YORK, NY
Other
NONE
$346.0M$125K
PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP
PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP
NEW YORK, NY
Other
NONE
$346.0M$20K
BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.
TAX-FAVORED SAVINGS PROGRAM
TOPEKA, KS
Other
NONE
1,859$335.2M$0
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUND
IUOE LOCAL 30 PENSION FUND
WHITESTONE, NY
Other
NONE
2,396$331.1M$130K
PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD.
PRIVATE ADVISORS HEDGED EQUITY MASTER FUND, LTD.
RICHMOND, VA
Other
NONE
$323.3M$55K
PRIVATE ADVISORS SECONDARY FUND V, LP
PRIVATE ADVISORS SECONDARY FUND V, LP
NEW YORK, NY
Other
NONE
$310.1M$89K
PRIVATE ADVISORS SECONDARY FUND V, LP
PRIVATE ADVISORS SECONDARY FUND V, LP
NEW YORK, NY
Other
NONE
$310.1M$177K
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUND
IUOE LOCAL 30 PENSION FUND
WHITESTONE, NY
Other
NONE
2,205$302.9M$132K
PRIVATE ADVISORS SMALL COMPANY PRIVATE EQUITY FUND VII, LP
PRIVATE ADVISORS SMALL CO. PRIV. EQUITY FD VII, LP
NEW YORK, NY
Other
NONE
$299.1M$154K
PRIVATE ADVISORS SECONDARY FUND V, LP
PRIVATE ADVISORS SECONDARY FUND V, LP
NEW YORK, NY
Other
NONE
$283.6M$107K
PRIVATE ADVISORS SECONDARY FUND V, LP
PRIVATE ADVISORS SECONDARY FUND V, LP
NEW YORK, NY
Other
NONE
$283.6M$66K
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN
KANSAS CITY, MO
Other
NONE
1,327$282.4M$0
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
NONE
42,309$261.7M$0
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND
IBEW LOCAL NO. 117 PENSION FUND
CRYSTAL LAKE, IL
Other
NONE
464$252.9M$154K
PRIVATE ADVISORS SECONDARY FUND V, LP
PRIVATE ADVISORS SECONDARY FUND V, LP
NEW YORK, NY
Other
NONE
$248.9M$185K
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND
IBEW LOCAL NO. 117 PENSION FUND
CRYSTAL LAKE, IL
Other
NONE
470$234.6M$102K
BLUE CROSS OF IDAHO HEALTH SERVICE, INC.
BLUE CROSS OF IDAHO HEALTH SERVICE, INC. 401(K) PLAN
MERIDIAN, ID
Other
NONE
1,451$234.1M$0
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND
IBEW LOCAL NO. 117 PENSION FUND
CRYSTAL LAKE, IL
Other
NONE
498$206.8M$135K
BLUE CROSS & BLUE SHIELD OF MINNESOTA
BLUE CROSS AND BLUE SHIELD OF MINNESOTA PENSION PLAN
ST. PAUL, MN
Other
NONE
3,045$203.9M$21K
TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE
LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED
WHITE PLAINS, NY
Other
NONE
1,995$193.3M$0
TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE
LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED
WHITE PLAINS, NY
Other
NONE
2,130$186.2M$0
TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE
LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED
WHITE PLAINS, NY
Other
NONE
2,158$174.4M$0
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
28,031$161.8M$0
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
27,139$139.5M$0
LIFE AND SPECIALTY VENTURES LLC
LIFE AND SPECIALTY VENTURES, LLC 401(K) PLAN
LITTLE ROCK, AR
Other
NONE
657$138.2M$0
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
NONE
23,035$125.2M$0
BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY
TAX FAVORED SAVINGS PROGRAM
FLOWOOD, MS
Other
NONE
512$121.9M$0
BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN
CALIFORNIA MACHINISTS 401K PLAN
SAN JOSE, CA
Other
NONE
1,340$116.3M$8K
ACADIAN ASSET MANAGEMENT LLC
ACADIAN COMMODITIES ABSOLUTE RETURN FUND, LLC
BOSTON, MA
Other
NONE
$105.8M$227K
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT FUND LLC
CHICAGO, IL
Other
NONE
$101.9M$108K
ACADIAN ASSET MANAGEMENT LLC
ACADIAN ALL COUNTRY WORLD EX US LONG-SHORT FUND
BOSTON, MA
Other
NONE
$100.7M$194K
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT FUND LLC
CHICAGO, IL
Other
NONE
$98.3M$75K
BLUE CROSS AND BLUE SHIELD OF VERMONT
BCBS OF VERMONT 401(K) RETIREMENT PROGRAM
BERLIN, VT
Other
NONE
429$92.9M$0
ACADIAN ASSET MANAGEMENT LLC
ACADIAN COMMODITIES ABSOLUTE RETURN FUND, LLC
BOSTON, MA
Other
NONE
$91.8M$246K
ACADIAN ASSET MANAGEMENT LLC
ACADIAN COMMODITIES ABSOLUTE RETURN FUND, LLC
BOSTON, MA
Other
NONE
$85.5M$104K
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT FUND LLC
CHICAGO, IL
Other
NONE
$83.7M$71K
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
NONE
16,537$76.2M$0
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
NONE
16,756$74.5M$0
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
AMALGAMATED NATIONAL HEALTH FUND
WHITE PLAINS, NY
Other
NONE
16,342$73.2M$0
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT - LOCAL CURRENCY FUND LLC
CHICAGO, IL
Other
NONE
$71.4M$81K
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT - LOCAL CURRENCY FUND LLC
CHICAGO, IL
Other
NONE
$69.5M$95K
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
NEUBERGER BERMAN EMERGING MARKET DEBT - LOCAL CURRENCY FUND LLC
CHICAGO, IL
Other
NONE
$63.4M$68K
BLUE CROSS & BLUE SHIELD OF WYOMING
BLUE CROSS BLUE SHIELD OF WYOMING TAX-FAVORED SAVINGS PROGRAM
CHEYENNE, WY
Other
NONE
301$40.4M$0
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA
NEW YORK, NY
Other
NONE
$34.5M$73K
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA
NEW YORK, NY
Other
NONE
$34.0M$6K
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA
NEW YORK, NY
Other
NONE
$34.0M$146K
HEALTH INTELLIGENCE COMPANY, LLC DOING BUSINESS AS BHI
HEALTH INTELLIGENCE COMPANY, LLC TAX-FAVORED SAVINGS PROGRAM
CHICAGO, IL
Other
NONE
182$33.2M$0
DIAGNOSTIC CLINIC MEDICAL GROUP, INC.
DIAGNOSTIC CLINIC MEDICAL GROUP RETIREMENT & SAVINGS PLAN
LARGO, FL
Other
NONE
5$25.1M$0
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA, LP
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V ERISA
NEW YORK, NY
Other
NONE
$2.0M$78K
SS&C — Form 5500 Service Provider Profile | Form 5500 Search