Form 5500 Search

STEVENS &

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
62
Active participants
201,579
Total plan assets
$25.4B
Filings (rows)
62
Direct comp
$3.1M
Indirect comp
$0
Aggregating 3 name variants under "STEVENS &"

SERVICES PROVIDED

Other58
Legal counsel3
Broker1

Top plans served

All 62 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION RETIREMENT PLAN
RESTON, VA
Other
NONE
18,359$5.4B$59K
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION RETIREMENT PLAN
RESTON, VA
Other
NONE
18,057$5.0B$31K
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$494K
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$198K
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$134K
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
WYOMISSING, PA
Other
NONE
5,424$1.4B$8K
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
WYOMISSING, PA
Other
NONE
6,206$1.2B$33K
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987
READING, PA
Other
NONE
3,684$927.0M$5K
ARMSTRONG WORLD INDUSTRIES, INC.
RETIREMENT MASTER TRUST
LANCASTER, PA
Legal counsel
LEGAL
$382.6M$42K
INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND
INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
4,931$200.3M$43K
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
WYOMISSING, PA
Other
NONE
5,416$181.4M$19K
INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND
INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND
PHILADELPHIA, PA
Other
NONE
4,971$178.5M$35K
BOARD OF TRUSTEES OF TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VICIN
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA &
PENNSAUKEN, NJ
Other
NONE
8,899$165.9M$254K
BOARD OF TRUSTEES OF TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VI
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY
PENNSAUKEN, NJ
Other
NONE
8,572$163.2M$188K
BOARD OF TRUSTEES OF TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VI
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY
PENNSAUKEN, NJ
Other
NONE
9,081$155.7M$169K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,344$142.9M$50K
TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA &
DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY
PENNSAUKEN, NJ
Other
NONE
333$135.6M$45K
TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA &
DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY
PENNSAUKEN, NJ
Other
NONE
350$130.7M$35K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,403$128.4M$49K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR WELFARE TRUST FUND
SERVICE EMPOLYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,984$125.2M$66K
TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA &
DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA AND VICINITY
PENNSAUKEN, NJ
Other
NONE
377$125.1M$43K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUND
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS PENSION TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,409$117.4M$47K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR WELFARE TRUST FUND
SERVICE EMPOLYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,841$114.3M$155K
GELLER & COMPANY LLC
GELLER & COMPANY LLC 401(K) PLAN
NEW YORK, NY
Other
NONE
245$112.7M$10K
TRUSTEES OF UFCW LOCAL 1776 & PART EMPLOYERS H & W FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND
PLYMOUTH MEETING, PA
Other
NONE
6,039$108.2M$29K
THE GUTHRIE CLINIC
GUTHRIE RETIREMENT PLAN
SAYRE, PA
Legal counsel
LEGAL
176$103.6M$86K
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR WELFARE TRUST FUND
SERVICE EMPOLYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND
PHILADELPHIA, PA
Other
NONE
2,931$102.0M$115K
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
PHILADELPHIA, PA
Other
NONE
1,914$97.7M$9K
TRUSTEES OF UFCW LOCAL 1776 & PART EMPLOYERS H & W FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND
PLYMOUTH MEETING, PA
Other
NONE
5,882$95.4M$70K
XMT SERVICES, INC.
XCEL HR 401(K) PLAN
ROCKVILLE, MD
Other
SERVICE PROVIDER
1,551$92.8M$13K
INSTITUTE FOR ADVANCED STUDY
INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN
PRINCETON, NJ
Other
NONE
213$90.4M$7K
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
PHILADELPHIA, PA
Other
NONE
1,826$87.9M$9K
TRUSTEES OF UFCW LOCAL 1776 & PART EMPLOYERS H & W FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND
PLYMOUTH MEETING, PA
Other
NONE
5,978$86.1M$45K
CENLAR CAPITAL CORPORATION
EMPLOYEES' STOCK OWNERSHIP PLAN OF CENLAR CAPITAL CORPORATION
TRENTON, NJ
Other
NONE
2,485$70.3M$20K
TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES
TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND
MOUNT LAUREL, NJ
Other
NONE
938$69.1M$20K
CENLAR CAPITAL CORPORATION
EMPLOYEES' STOCK OWNERSHIP PLAN OF CENLAR CAPITAL CORPORATION
TRENTON, NJ
Other
NONE
1,707$68.7M$2K
TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES
TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND
MOUNT LAUREL, NJ
Other
NONE
1,154$68.2M$19K
TEAMSTERS LOCAL UNION 500 SEVERANCE TRUST FUND BOARD OF TRUSTEES
TEAMSTERS LOCAL UNION 500 - SEVERANCE TRUST FUND
MOUNT LAUREL, NJ
Other
NONE
918$67.0M$20K
CENLAR CAPITAL CORPORATION
EMPLOYEES' STOCK OWNERSHIP PLAN OF CENLAR CAPITAL CORPORATION
TRENTON, NJ
Other
NONE
2,124$62.3M$22K
UFCW UNION & PARTICIPATING FOOD IN EMPLOYERS TRI-STATE HEALTH-WELFARE
UFCW TRI-STATE HEALTH & WELFARE FUND
MT. LAUREL, NJ
Other
NONE
2,832$57.7M$43K
UFCW UNION & PARTICIPATING FOOD IN EMPLOYERS TRI-STATE HEALTH-WELFARE
UFCW TRI-STATE HEALTH & WELFARE FUND
MT. LAUREL, NJ
Other
NONE
2,773$51.1M$26K
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION
DYNAMICS RESEARCH CORPORATION DEFINED BENEFIT PENSION PLAN
RESTON, VA
Other
NONE
9$43.1M$8K
UFCW UNION & PARTICIPATING FOOD IN EMPLOYERS TRI-STATE HEALTH-WELFARE
UFCW TRI-STATE HEALTH & WELFARE FUND
MT. LAUREL, NJ
Other
NONE
2,721$41.3M$21K
FIRST STATE BANCORP, INC.
FIRST STATE BANCORP, INC. COMBINED RETIREMENT BENEFIT PLAN
CARUTHERSVILLE, MO
Other
NONE
80$39.8M$15K
BD OF TEES OF PLUMBERS LU 690 METAL TRADES PEN PLAN
PLUMBERS LU 690 METAL TRADES PENSION PLAN
PHILADELPHIA, PA
Other
NONE
128$20.2M$22K
BD OF TEES OF PLUMBERS LU 690 METAL TRADES PEN PLAN
PLUMBERS LU 690 METAL TRADES PENSION PLAN
PHILADELPHIA, PA
Other
NONE
129$18.9M$16K
BD OF TEES OF PLUMBERS LU 690 METAL TRADES PEN PLAN
PLUMBERS LU 690 METAL TRADES PENSION PLAN
PHILADELPHIA, PA
Other
NONE
153$17.7M$25K
YUASA BATTERY, INC.
YUASA BATTERY, INC. HOURLY EMPLOYEES' PENSION PLAN
LAURELDALE, PA
Other
NONE
67$7.1M$7K
TRUSTEES OF ABGW INT'L UNION AFL-CIO CLC EASTERN DISTRICT COUNCIL#12 P
ALUMINUM, BRICK & GLASS WORKERS INTERNATIONAL UNIO EASTERN DISTRICT COUNCIL NO. 12 PENSION PLAN
PITTSBURGH, PA
Other
NONE
125$3.2M$34K
BD OF TRUSTEES OF SEIU LOCAL 32BJ,DIST36 BOLR LEGAL SERVICES TRUST FD
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SERVICES TRUST FUND
PHILADELPHIA, PA
Other
NONE
4,550$2.6M$14K
TRUSTEES OF ABGW INT'L UNION AFL-CIO CLC EASTERN DISTRICT COUNCIL#12 P
ALUMINUM, BRICK & GLASS WORKERS INTERNATIONAL UNIO EASTERN DISTRICT COUNCIL NO. 12 PENSION PLAN
PITTSBURGH, PA
Other
NONE
125$2.6M$30K
HUNTER'S AMBULANCE SERVICE, INC.
HUNTER'S AMBULANCE SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
MERIDEN, CT
Other
NONE
176$2.5M$4K
TRUSTEES OF ABGW INT'L UNION AFL-CIO CLC EASTERN DISTRICT COUNCIL#12 P
ALUMINUM, BRICK & GLASS WORKERS INTERNATIONAL UNIO EASTERN DISTRICT COUNCIL NO. 12 PENSION PLAN
PITTSBURGH, PA
Other
NONE
139$2.2M$11K
BD OF TRUSTEES OF SEIU LOCAL 32BJ,DIST36 BOLR LEGAL SERVICES TRUST FD
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SERVICES TRUST FUND
PHILADELPHIA, PA
Other
NONE
4,497$2.0M$13K
BD OF TRUSTEES OF SEIU LOCAL 32BJ,DIST36 BOLR LEGAL SERVICES TRUST FD
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BOLR LEGAL SERVICES TRUST FUND
PHILADELPHIA, PA
Other
NONE
4,438$1.5M$13K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND
PLYMOUTH MEETING, PA
Other
NONE
2,642$796K$5K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER LEGAL TRUST FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND
PLYMOUTH MEETING, PA
Other
NONE
2,513$733K$12K
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND
UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS LEGAL TRUST FUND
PLYMOUTH MEETING, PA
Other
NONE
2,612$709K$21K
LJT & ASSOCIATES, INC.
LJT & ASSOCIATES, INC. PROFIT SHARING PLAN
COLORADO SPRINGS, CO
Other
NONE
0$289K$14K
ARMSTRONG FLOORING, INC.
ARMSTRONG FLOORING INC. 401(K) SAVINGS PLAN
VOORHEES, NJ
Legal counsel
ATTORNEY / LEGAL
0$134K$2K
PHOEBE HOME, INC.
PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN
ALLENTOWN, PA
Other
NONE
0$93K$13K
MID PENN BANK
MID PENN BANK GROUP BENEFITS PLAN
MILLERSBURG, PA
Broker
BROKER
547$3K
STEVENS & — Form 5500 Service Provider Profile | Form 5500 Search