Form 5500 Search

UNITED WEALTH MANAGEMENT

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
5
Active participants
49,145
Total plan assets
$43.0B
Filings (rows)
5
Direct comp
$3.7M
Indirect comp
$0

SERVICES PROVIDED

Other3
Advisor / Consultant2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$1.5M
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
16,617$14.4B$1.1M
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Other
NONE
14,959$11.8B$1.0M
SWANSON INDUSTRIES, INC.
SWANSON INDUSTRIES, INC. PENSION PLAN
MORGANTOWN, WV
Other
NONE
59$8.5M$20K
SWANSON INDUSTRIES, INC.
SWANSON INDUSTRIES, INC. PENSION PLAN
MORGANTOWN, WV
Other
NONE
66$8.1M$15K