STATESTREET
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
9
Active participants
164,812
Total plan assets
$173.9B
Filings (rows)
13
Direct comp
$27.5M
Indirect comp
$0
Aggregating 6 name variants under "STATESTREET"
SERVICES PROVIDED
Other6
Trustee3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| TRANSAMERICA LIFE INSURANCE | 3 |
Top plans served
Showing top 13 of 9 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 49,030 | $60.4B | $6.7M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 52,674 | $57.4B | $9.5M |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401 (K) PLUS PLAN | ARMONK, NY | Other PARTY-IN-INTEREST | 54,912 | $53.4B | $11.1M |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,901 | $910.6M | $52K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,901 | $910.6M | $23K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,901 | $910.6M | $6K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,709 | $906.9M | $45K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,709 | $906.9M | $23K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,586 | $867.5M | $26K |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST | BOSTON, MA | Other NONE | 2,586 | $867.5M | $42K |
| BON SECOURS MERCY HEALTH, INC. MERCY HEALTH ERISA RETIREMENT MASTER TRUST | BLUE ASH, OH | Trustee DIRECTED TRUSTEE | — | $1.6M | $846 |
| BON SECOURS MERCY HEALTH, INC. MERCY HEALTH ERISA RETIREMENT MASTER TRUST | CINCINNATI, OH | Trustee DIRECTED TRUSTEE | — | $1.6M | $1K |
| BON SECOURS MERCY HEALTH, INC. MERCY HEALTH ERISA RETIREMENT MASTER TRUST | CINCINNATI, OH | Trustee DIRECTED TRUSTEE | — | $1.5M | $6K |