Form 5500 Search

SSI INVESTMENT

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
40
Active participants
56,128
Total plan assets
$8.0B
Filings (rows)
40
Direct comp
$4.9M
Indirect comp
$34K
Aggregating 2 name variants under "SSI INVESTMENT"

SERVICES PROVIDED

Other37
Advisor / Consultant3

Top plans served

All 40 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
FEDERATED MUTUAL INSURANCE COMPANY
FEDERATED MUTUAL RETIREMENT PLAN
OWATONNA, MN
Other
NONE
2,699$788.7M$71K
FEDERATED MUTUAL INSURANCE COMPANY
FEDERATED MUTUAL RETIREMENT PLAN
OWATONNA, MN
Other
NONE
2,571$759.0M$64K
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIO
HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN
HONOLULU, HI
Advisor / Consultant
INVESTMENT MANAGER
7,636$712.1M$340K
FEDERATED MUTUAL INSURANCE COMPANY
FEDERATED MUTUAL RETIREMENT PLAN
OWATONNA, MN
Other
NONE
2,391$653.9M$69K
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIO
HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN
HONOLULU, HI
Advisor / Consultant
INVESTMENT MANAGER
$628.2M$42K
HAWAII ELECTRICIANS ANNUITY PLAN
HAWAII ELECTRICIANS ANNUITY PLAN
HONOLULU, HI
Other
NONE
2,222$450.5M$448K
HAWAII ELECTRICIANS ANNUITY PLAN
HAWAII ELECTRICIANS ANNUITY PLAN
HONOLULU, HI
Other
NONE
2,215$402.0M$428K
HAWAII ELECTRICIANS PENSION PLAN
HAWAII ELECTRICIANS PENSION PLAN
HONOLULU, HI
Other
NONE
1,543$361.9M$265K
HAWAII ELECTRICIANS PENSION PLAN
HAWAII ELECTRICIANS PENSION PLAN
HONOLULU, HI
Other
NONE
1,668$314.6M$244K
BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND
MASONS PENSION PLAN
HONOLULU, HI
Other
NONE
1,248$284.2M$136K
BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND
MASONS PENSION PLAN
HONOLULU, HI
Other
NONE
1,298$258.8M$209K
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND
HAWAII IRON WORKERS' PENSION PLAN
WAIPAHU, HI
Other
NONE
649$175.8M$125K
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND
HAWAII IRON WORKERS' PENSION PLAN
WAIPAHU, HI
Other
NONE
614$171.3M$180K
BOARD OF TRUSTEES, HAWAII OPERATING ENGINEERS
HAWAII ANNUITY TRUST FUND FOR OPERATING ENGINEERS
ALAMEDA, CA
Other
NONE
2,249$165.1M$115K
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND
HAWAII IRON WORKERS' PENSION PLAN
WAIPAHU, HI
Other
NONE
643$151.3M$136K
BOARD OF TRUSTEES, HAWAII OPERATING ENGINEERS
HAWAII ANNUITY TRUST FUND FOR OPERATING ENGINEERS
ALAMEDA, CA
Other
NONE
2,096$144.8M$100K
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND
HAWAII MASONS AND PLASTERERS ANNUITY PLAN
HONOLULU, HI
Other
NONE
1,088$126.9M$165K
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND
HAWAII MASONS AND PLASTERERS ANNUITY PLAN
HONOLULU, HI
Other
NONE
1,143$116.8M$171K
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND
HAWAII MASONS AND PLASTERERS ANNUITY PLAN
HONOLULU, HI
Other
NONE
1,254$103.8M$154K
HAWAII ELECTRICIANS HEALTH AND WELFARE FUND
HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN
HONOLULU, HI
Other
NONE
1,901$100.0M$78K
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN
CATV INDUSTRY-IBEW PENSION PLAN
HONOLULU, HI
Other
NONE
47$98.4M$150K
HAWAII ELECTRICIANS HEALTH AND WELFARE FUND
HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN
HONOLULU, HI
Other
NONE
1,819$92.2M$68K
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN
CATV INDUSTRY-IBEW PENSION PLAN
HONOLULU, HI
Other
NONE
286$89.8M$137K
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN
CATV INDUSTRY-IBEW PENSION PLAN
HONOLULU, HI
Other
NONE
286$89.8M$137K
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN
CATV INDUSTRY-IBEW PENSION PLAN
HONOLULU, HI
Other
NONE
382$80.2M$146K
THE BOBRICK CORPORATION
THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN
NORTH HOLLYWOOD, CA
Advisor / Consultant
INVESTMENT ADVISORY
688$78.7M$36K
BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND
HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS
ALAMEDA, CA
Other
NONE
2,073$70.9M$111K
HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS
HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS
ALAMEDA, CA
Other
NONE
1,815$66.8M$97K
HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS
HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS
ALAMEDA, CA
Other
NONE
1,587$60.1M$90K
FOODLAND SUPER MARKET, LTD.
FOODLAND SUPER MARKET, LTD. PENSION PLAN
HONOLULU, HI
Other
NONE
379$58.8M$112K
FOODLAND SUPER MARKET, LTD.
FOODLAND SUPER MARKET, LTD. PENSION PLAN
HONOLULU, HI
Other
NONE
344$56.8M$28K
BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND
HAWAII IRON WORKERS' ANNUITY PLAN
WAIPAHU, HI
Other
NONE
626$56.7M$21K
BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUND
HAWAII IRON WORKERS' ANNUITY PLAN
WAIPAHU, HI
Other
NONE
558$52.7M$21K
FOOD PANTRY, LTD.
FOOD PANTRY, LTD. PENSION PLAN
HONOLULU, HI
Other
NONE
170$35.3M$83K
FOOD PANTRY, LTD.
FOOD PANTRY, LTD. PENSION PLAN
HONOLULU, HI
Other
NONE
155$35.2M$19K
BOARD OF TRUSTEES OF HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BE
HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFIT PLAN
HONOLULU, HI
Other
NONE
2,903$25.6M$52K
BOARD OF TRUSTEES OF HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BE
HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFIT PLAN
HONOLULU, HI
Other
NONE
2,764$21.6M$45K
BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND
MASONS HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
665$15.0M$10K
BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND
MASONS HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
715$13.6M$9K
BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND
MASONS HEALTH & WELFARE PLAN
HONOLULU, HI
Other
NONE
738$13.2M$11K
SSI INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search