Form 5500 Search

ULLICO INFRASTRUCTURE

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
144,813
Total plan assets
$25.7B
Filings (rows)
40
Direct comp
$5.9M
Indirect comp
$13K

SERVICES PROVIDED

Other31
Advisor / Consultant9

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
ULLICO INVESTMENT ADVISORS2

Top plans served

All 40 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN
NATIONAL ELECTRICAL ANNUITY PLAN
ROCKVILLE, MD
Other
NONE
86,141$15.8B$1.4M
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLAN
NYSA-ILA PENSION TRUST FUND & PLAN
JERSEY CITY, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT FEE
4,332$1.4B$897K
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLAN
NYSA-ILA PENSION TRUST FUND & PLAN
JERSEY CITY, NJ
Advisor / Consultant
INVESTMENT MANAGEMENT FEE
4,307$1.2B$288K
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN
ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN
BROOKLYN PARK, MN
Other
NONE
2,466$447.5M$84K
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN
ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN
BROOKLYN PARK, MN
Other
NONE
2,387$417.1M$79K
TUCKPOINTER LOCAL 52 PENSION PLAN
TUCKPOINTER LOCAL 52 PENSION PLAN
ELMHURST, IL
Other
NONE
1,003$410.0M$261K
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLAN
ELECTRICAL WORKERS LOCAL NO. 292 PENSION PLAN
MAPLE GROVE, MN
Other
NONE
2,293$386.1M$115K
TUCKPOINTER LOCAL 52 PENSION PLAN
TUCKPOINTER LOCAL 52 PENSION PLAN
ELMHURST, IL
Other
NONE
1,062$383.5M$27K
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
MURRAY, UT
Other
NONE
8,603$366.6M$167K
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSION
MURRAY, UT
Other
NONE
8,046$355.5M$53K
OCU HEALTH AND WELFARE TRUST
OCU HEALTH AND WELFARE TRUST
COVINA, CA
Other
NONE
485$297.7M$127K
OCU HEALTH AND WELFARE TRUST
OCU HEALTH AND WELFARE TRUST
COVINA, CA
Other
NONE
573$273.8M$97K
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND
1199 SEIU REGIONAL PENSION FUND
BUFFALO, NY
Other
NONE
5,171$231.5M$140K
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN
ELEVATOR DIVISION RETIREMENT BENEFIT PLAN
LONG ISLAND CITY, NY
Advisor / Consultant
INVESTMENT ADVISOR
1,638$229.9M$123K
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND
1199 SEIU REGIONAL PENSION FUND
BUFFALO, NY
Other
NONE
4,169$216.1M$132K
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND BOARD O
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND
ANNAPOLIS, MD
Other
NONE
146$208.7M$48K
BOARD OF TRUSTEES, ALASKA UNITED FOOD AND COMMERCIAL
ALASKA UNITED FOOD AND COMMERCIAL WORKERS PENSION TRUST
TUALATIN, OR
Other
NONE
2,108$205.6M$118K
AK UFCW PENSION FUND BOARD OF TRUSTEES
ALASKA UNITED FOOD & COMMERCIAL WORKERS PENSION FUND
TUALATIN, OR
Other
NONE
1,622$198.1M$136K
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND BOARD O
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND
ANNAPOLIS, MD
Other
NONE
146$197.4M$33K
PLUMBING & PIPEFITTING IND AFL
PENSION FUND OF LOCAL UNION NO. 274
PARSIPPANY, NJ
Other
NONE
314$190.9M$111K
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLAN
ELEVATOR DIVISION RETIREMENT BENEFIT PLAN
LONG ISLAND CITY, NY
Advisor / Consultant
INVESTMENT ADVISOR
1,643$190.5M$182K
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND
UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES PENSION FUND
ANNAPOLIS, MD
Other
NONE
146$183.4M$36K
PLUMBING & PIPEFITTING IND AFL
PENSION FUND OF LOCAL UNION NO. 274
PARSIPPANY, NJ
Other
NONE
288$177.0M$107K
PLUMBING & PIPEFITTING IND AFL
ANNUITY FUND OF LOCAL 274
PARSIPPANY, NJ
Other
NONE
322$166.7M$83K
PLUMBING & PIPEFITTING IND AFL
PENSION FUND OF LOCAL UNION NO. 274
PARSIPPANY, NJ
Other
NONE
308$164.8M$109K
BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12
PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12
LONG ISLAND CITY, NY
Other
NONE
391$155.4M$63K
PLUMBING & PIPEFITTING IND AFL
ANNUITY FUND OF LOCAL 274
PARSIPPANY, NJ
Other
NONE
402$151.9M$79K
BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12
PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12
LONG ISLAND CITY, NY
Other
NONE
413$140.8M$58K
PLUMBING & PIPEFITTING IND AFL
ANNUITY FUND OF LOCAL 274
PARSIPPANY, NJ
Other
NONE
340$140.5M$81K
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUND
ARIZONA SHEET METAL PENSION TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
604$108.8M$61K
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUND
ARIZONA SHEET METAL PENSION TRUST FUND
PHOENIX, AZ
Other
NONE OTHER THAN CONTRACT
498$96.1M$75K
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOCIATION LOCAL NO. 33 YOUNGSTOWN DISTRICT PENSION FUND
CANFIELD, OH
Other
NONE
196$82.8M$55K
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOCIATION LOCAL NO. 33 YOUNGSTOWN DISTRICT PENSION FUND
CANFIELD, OH
Other
NONE
199$76.7M$55K
LOCAL UNION 903 PENSION PLAN
LOCAL UNION 903 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGEMENT
371$72.8M$57K
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOCIATION LOCAL NO. 33 YOUNGSTOWN DISTRICT PENSION FUND
CANFIELD, OH
Other
NONE
205$71.8M$59K
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
267$60.3M$57K
LOCAL UNION 903 PENSION PLAN
LOCAL UNION 903 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGEMENT
389$59.7M$66K
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
303$55.5M$56K
BOARD OF TRUSTEES
NYSA-PPGU PENSION FUND & PLAN
BAYONNE, NJ
Other
GENERAL PARTNER
197$52.7M
MECHANICAL CONTRACTORS UA LOCAL 119 PENS
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLAN
MOBILE, AL
Advisor / Consultant
INVESTMENT MANAGER
319$51.0M$55K
ULLICO INFRASTRUCTURE — Form 5500 Service Provider Profile | Form 5500 Search