STRATEGIC BENEFITS
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
39
Active participants
22,518
Total plan assets
$41.2B
Filings (rows)
39
Direct comp
$7.1M
Indirect comp
$0
Aggregating 5 name variants under "STRATEGIC BENEFITS"
SERVICES PROVIDED
Other15
Advisor / Consultant15
Broker9
Top plans served
All 39 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| 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 |
| GRAPHIC PACKAGING INTERNATIONAL, LLC GPI SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant CONSULTANT | 9,359 | $1.3B | $61K |
| 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 |
| 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 |
| 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 |
| 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 |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 210 | — | $43K |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 206 | — | $46K |
| OHIO VALLEY ELECTRICAL SVCS INC OHIO VALLEY ELECTRICAL SERVICES GROUP LIFE PLAN | CINCINNATI, OH | Broker BROKER | 151 | — | $22K |
| SAEXPLORATION INC SAEXPLORATION INC UNUM INSURANCE PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 74 | — | $13K |
| SAEXPLORATION INC SAEXPLORATION INC UNUM INSURANCE PLAN | STAFFORD, TX | Advisor / Consultant INVESTMENT ADVISOR | 75 | — | $10K |
| 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 | 66 | — | $12K |
| OHIO VALLEY GOODWILL INDUSTRIES OHIO VALLEY GOODWILL MEDICAL INSURANCE PLAN | CINCINNATI, OH | Broker INSURANCE AGENT | 167 | — | $50K |
| HAMILTON SAFE COMPANY HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLAN | MILFORD, OH | Broker BROKER | 258 | — | $52K |
| GOTU TECHNOLOGY INC GOTU HEALTH AND WELFARE BENEFIT PLAN | MIAMI, FL | Broker BROKER | 135 | — | $21K |
| HAMILTON SAFE COMPANY HAMILTON SAFE COMPANY EMPLOYEE BENEFIT PLAN | MILFORD, OH | Broker INSURANCE AGENT | 173 | — | $25K |