STRATEGIC BENEFIT
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
77
Active participants
236,412
Total plan assets
$136.6B
Filings (rows)
77
Direct comp
$14.0M
Indirect comp
$113K
Aggregating 8 name variants under "STRATEGIC BENEFIT"
SERVICES PROVIDED
Other46
Advisor / Consultant17
Broker13
Accountant / Auditor1
Top plans served
All 77 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 44,489 | $18.8B | $753K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 43,798 | $16.5B | $762K |
| CATERPILLAR INC. CATERPILLAR 401(K) SAVINGS PLAN | IRVING, TX | Other NONE | 41,360 | $13.8B | $717K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $1.2M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $1.0M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $1.4M |
| CATERPILLAR INC. CATERPILLAR INC. RETIREMENT INCOME PLAN | IRVING, TX | Other NONE | 11,616 | $9.8B | $711K |
| CATERPILLAR INC. CATERPILLAR INC. RETIREMENT INCOME PLAN | IRVING, TX | Other NONE | 12,211 | $9.5B | $549K |
| CATERPILLAR INC. CATERPILLAR INC. RETIREMENT INCOME PLAN | IRVING, TX | Other NONE | 11,025 | $9.2B | $835K |
| ENTERGY CORPORATION ENTERGY CORP RETIREMENT PLANS MASTER TRUST | NEW ORLEANS, LA | Other NONE | — | $4.7B | $40K |
| CATERPILLAR INC. CATERPILLAR INC. NON-CONTRIBUTORY PENSION PLAN | IRVING, TX | Other NONE | 1,776 | $2.6B | $483K |
| CATERPILLAR INC. CATERPILLAR INC. NON-CONTRIBUTORY PENSION PLAN | IRVING, TX | Other NONE | 1,922 | $2.6B | $382K |
| CATERPILLAR INC. CATERPILLAR INC. NON-CONTRIBUTORY PENSION PLAN | IRVING, TX | Other NONE | 1,630 | $2.4B | $546K |
| GRAPHIC PACKAGING INTERNATIONAL, LLC GPI SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant CONSULTANT | 9,359 | $1.3B | $61K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 6,852 | $748.9M | $188K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 7,176 | $678.5M | $190K |
| CATERPILLAR INC. CATERPILLAR INC. TAX DEFERRED RETIREMENT PLAN | IRVING, TX | Other NONE | 7,079 | $578.1M | $151K |
| GRAPHIC PACKAGING INTERNATIONAL, LLC GPI HOURLY SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant CONSULTANT | 5,269 | $565.8M | $61K |
| TE CONNECTIVITY CORPORATION TYCO ELECTRONICS PENSION PLAN | BERWYN, PA | Other NONE | 411 | $513.0M | $158K |
| TE CONNECTIVITY CORPORATION TYCO ELECTRONICS PENSION PLAN | BERWYN, PA | Other NONE | 597 | $489.7M | $121K |
| GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL, MT | Advisor / Consultant CONSULTANT | 3,215 | $484.8M | $41K |
| SOLAR TURBINES INCORPORATED SOLAR SAVINGS AND INVESTMENT PLAN | SAN DIEGO, CA | Other NONE | 1,516 | $423.0M | $18K |
| SOLAR TURBINES INCORPORATED SOLAR SAVINGS AND INVESTMENT PLAN | SAN DIEGO, CA | Other NONE | 1,494 | $375.3M | $14K |
| SOLAR TURBINES INCORPORATED SOLAR SAVINGS AND INVESTMENT PLAN | SAN DIEGO, CA | Other NONE | 1,162 | $318.1M | $18K |
| DIGITAL INSURANCE, LLC DIGITAL INSURANCE, LLC 401(K) PLAN | ATLANTA, GA | Accountant / Auditor ACCOUNTANT/AUDITOR | 3,920 | $306.6M | $10K |
| SOLAR TURBINES INCORPORATED SOLAR TURBINES INCORPORATED NON-CONTRIBUTORY RETIREMENT PLAN | SAN DIEGO, CA | Other NONE | 824 | $288.1M | $26K |
| SOLAR TURBINES INCORPORATED SOLAR TURBINES INCORPORATED NON-CONTRIBUTORY RETIREMENT PLAN | SAN DIEGO, CA | Other NONE | 855 | $276.7M | $34K |
| SOLAR TURBINES INCORPORATED SOLAR TURBINES INCORPORATED NON-CONTRIBUTORY RETIREMENT PLAN | SAN DIEGO, CA | Other NONE | 779 | $274.1M | $18K |
| GRAPHIC PACKAGING INTERNATIONAL, LLC 2018 US GRAPHIC PACKAGING INTERNATIONAL PENSION PLAN | ATLANTA, GA | Other NONE | 2,144 | $237.6M | $114K |
| DIGITAL INSURANCE, LLC DIGITAL INSURANCE, LLC 401(K) PLAN | ATLANTA, GA | Advisor / Consultant CONSULTANT | 3,169 | $233.9M | $30K |
| GRAPHIC PACKAGING INTERNATIONAL, LLC 2018 US GRAPHIC PACKAGING INTERNATIONAL PENSION PLAN | ATLANTA, GA | Other NONE | 1,505 | $229.8M | $205K |
| GRAPHIC PACKAGING INTERNATIONAL, LLC 2018 US GRAPHIC PACKAGING INTERNATIONAL PENSION PLAN | ATLANTA, GA | Other NONE | 2,294 | $219.9M | $22K |
| BOSE MCKINNEY & EVANS LLP BOSE MCKINNEY & EVANS RETIREMENT PLAN | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 168 | $124.0M | $3K |
| TE CONNECTIVITY CORPORATION TE CONNECTIVITY LEGACY PENSION PLAN | BERWYN, PA | Other NONE | 648 | $112.5M | $22K |
| TE CONNECTIVITY CORPORATION TE CONNECTIVITY LEGACY PENSION PLAN | BERWYN, PA | Other NONE | 573 | $89.3M | $43K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING PENSION PLAN | ATLANTA, GA | Advisor / Consultant ACTUARIAL | 65 | $60.2M | $191K |
| CATERPILLAR INC. CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' SAVINGS PLAN | IRVING, TX | Other NONE | 295 | $51.5M | $5K |
| CATERPILLAR INC. CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' PENSION PLAN | IRVING, TX | Other NONE | 116 | $49.9M | $22K |
| CATERPILLAR INC. CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' PENSION PLAN | IRVING, TX | Other NONE | 122 | $49.1M | $6K |
| CATERPILLAR INC. CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES' SAVINGS PLAN | IRVING, TX | Other NONE | 288 | $41.2M | $6K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP BASIC NON-CONTRIBUTORY HOURLY PENSION PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR SERVICES | 78 | $37.7M | $128K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP BASIC NON-CONTRIBUTORY HOURLY PENSION PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR SERVICES | 66 | $37.4M | $204K |
| HALLIBURTON COMPANY HALLIBURTON RETIREMENT PLAN | HOUSTON, TX | Other NONE | 16 | $36.8M | $307K |
| HALLIBURTON COMPANY HALLIBURTON RETIREMENT PLAN | HOUSTON, TX | Other NONE | 17 | $36.4M | $287K |
| HALLIBURTON COMPANY HALLIBURTON RETIREMENT PLAN | HOUSTON, TX | Other NONE | 13 | $31.7M | $562K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP SALARIED PENSION PLAN | ATLANTA, GA | Advisor / Consultant ADVISORY SERVICES | 6 | $28.8M | $56K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP SALARIED PENSION PLAN | ATLANTA, GA | Advisor / Consultant ADVISORY SERVICES | 6 | $27.6M | $74K |
| PROGRESS RAIL LOCOMOTIVE INC. CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | LA GRANGE, IL | Other NONE | 57 | $17.2M | $6K |
| PROGRESS RAIL LOCOMOTIVE INC. CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | LAGRANGE, IL | Other NONE | 55 | $16.9M | $5K |
| OMEGA PROTEIN CORPORATION OMEGA PROTEIN CORPORATION PENSION PLAN | — | Other NONE | 34 | $14.5M | $92K |
| ATLANTA LIFE INSURANCE COMPANY ATLANTA LIFE INSURANCE COMPANY RETIREMENT PLAN | ATLANTA, GA | Other NONE | 0 | $5.1M | $121K |
| SAEXPLORATION INC. SAEXPLORATION 401(K) PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 109 | $4.7M | $13K |
| SAEXPLORATION INC. SAEXPLORATION 401(K) PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 131 | $4.0M | $10K |
| SAEXPLORATION INC. SAEXPLORATION 401(K) PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 93 | $3.2M | $11K |
| ATLANTA LIFE INSURANCE COMPANY ATLANTA LIFE INSURANCE COMPANY RETIREMENT PLAN | ATLANTA, GA | Other NONE | 0 | $2.3M | $206K |
| ALTIUM PACKAGING LP ALTIUM PACKAGING LP SALARIED PENSION PLAN | ATLANTA, GA | Advisor / Consultant ACTUARIAL | 0 | $1.1M | $62K |
| OMEGA PROTEIN CORPORATION OMEGA PROTEIN CORPORATION PENSION PLAN | — | Other NONE | 0 | $14K | $268K |
| MH HOSPITAL MANAGER, LLC HCA MISSION HEALTH SYSTEM 401(K) PLAN | NASHVILLE, TN | Other CONSULTING | 0 | $0 | $9K |
| GOTU TECHNOLOGY INC GOTU HEALTH AND WELFARE BENEFIT PLAN | MIAMI, FL | Broker BROKER | 135 | — | $21K |
| TARTER GATE COMPANY, LLC TARTER GATE COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN | DUNNVILLE, KY | Other BENEFIT SPECIALIST | 520 | — | $0 |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 167 | — | $50K |
| SPECIALIZED STAFFING SOLUTIONS, INC. SPECIALIZED STAFFING SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN | OAK FOREST, IL | Broker BROKER | 282 | — | $7K |
| BAYLAND BUILDINGS, INC. BAYLAND BUILDINGS, INC. MEDICAL PLAN | GREEN BAY, WI | Broker INSURANCE BROKER | 158 | — | $12K |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 206 | — | $46K |
| HAMILTON SAFE COMPANY HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLAN | MILFORD, OH | Broker BROKER | 258 | — | $52K |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 210 | — | $43K |
| SAEXPLORATION INC SAEXPLORATION INC UNUM INSURANCE PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 74 | — | $13K |
| SPECIALIZED STAFFING SOLUTIONS, INC. SPECIALIZED STAFFING SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN | OAK FOREST, IL | Broker BROKER | 230 | — | $9K |
| HAMILTON SAFE COMPANY HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLAN | MILFORD, OH | Broker INSURANCE AGENT | 173 | — | $25K |
| SPECIALIZED STAFFING SOLUTIONS, INC. SPECIALIZED STAFFING SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN | OAK FOREST, IL | Broker BROKER | 296 | — | $9K |
| OHIO VALLEY ELECTRICAL SVCS INC OHIO VALLEY ELECTRICAL SERVICES GROUP LIFE PLAN | CINCINNATI, OH | Broker BROKER | 142 | — | $22K |
| OHIO VALLEY ELECTRICAL SVCS INC OHIO VALLEY ELECTRICAL SERVICES GROUP LIFE PLAN | CINCINNATI, OH | Broker BROKER | 155 | — | $23K |
| SAEXPLORATION INC SAEXPLORATION INC UNUM INSURANCE PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 75 | — | $10K |
| SAEXPLORATION INC SAEXPLORATION INC UNUM INSURANCE PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 66 | — | $12K |
| HOULTON REGIONAL HOSPITAL HOULTON REGIONAL HOSPITAL EMPLOYEE BENEFIT PLAN | HOULTON, ME | Other PRODUCER | 250 | — | $8K |
| TARTER GATE COMPANY, LLC TARTER GATE COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN | DUNNVILLE, KY | Other BENEFIT SPECIALIST | 461 | — | $0 |
| OHIO VALLEY ELECTRICAL SVCS INC OHIO VALLEY ELECTRICAL SERVICES GROUP LIFE PLAN | CINCINNATI, OH | Broker BROKER | 151 | — | $22K |