Form 5500 Search

WEST COAST

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
35
Active participants
142,224
Total plan assets
$9.7B
Filings (rows)
35
Direct comp
$8.0M
Indirect comp
$0

SERVICES PROVIDED

Other29
Advisor / Consultant5
Broker1

Top plans served

All 35 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA EDISON COMPANY
EDISON 401(K) SAVINGS PLAN
ROSEMEAD, CA
Advisor / Consultant
INVESTMENT ADVISOR
14,119$5.7B$12K
ANESTHESIA SERVICE MEDICAL GROUP, INC.
ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
272$390.8M$25K
ANESTHESIA SERVICE MEDICAL GROUP, INC.
ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
244$374.9M$47K
WASHINGTON STATE COUNCIL OF FIRE FIGHTERS
IAFF MEDICAL EXPENSE REIMBURSEMENT PLAN OF THE WASHINGTON STATE COUNCIL OF FIRE FIGHTERS EMPLOYEE BENEFIT TRUST
OLYMPIA, WA
Other
N/A
12,816$350.9M$25K
ANESTHESIA SERVICE MEDICAL GROUP, INC.
ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT ADVISOR
251$322.0M$36K
TECOLOTE RESEARCH, INC.
TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN
GOLETA, CA
Other
NONE
632$209.9M$6K
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
SANTA BARBARA, CA
Other
NONE
230$204.9M$9K
BOARD OF TRUSTEES, GENERAL EMPLOYEES TRUST FUND
GENERAL EMPLOYEES TRUST FUND
BRISBANE, CA
Other
NONE
13,621$203.5M$28K
TECOLOTE RESEARCH, INC.
TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN
GOLETA, CA
Other
NONE
619$188.6M$5K
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
SANTA BARBARA, CA
Advisor / Consultant
INVESTMENT ADVISOR
222$184.5M$12K
BOARD OF TRUSTEES, GENERAL EMPLOYEES TRUST FUND
GENERAL EMPLOYEES TRUST FUND
BRISBANE, CA
Other
NONE
13,331$178.8M$66K
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
SAN DIEGO, CA
Other
CONSULTING
2,604$170.7M$213K
BOARD OF TRUSTEES, GENERAL EMPLOYEES TRUST FUND
GENERAL EMPLOYEES TRUST FUND
BRISBANE, CA
Other
NONE
12,879$161.0M$22K
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
SAN DIEGO, CA
Other
CONSULTING
2,754$153.6M$145K
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
AGC OF AMERICA, SD CHAPTER, INC. 401(K) PROFIT SHARING PLAN
SAN DIEGO, CA
Other
CONSULTING
4,749$127.4M$217K
PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA
MEDICAL EXPENSE REIMBURSEMENT PLAN OF THE PORAC RETIREE MEDICAL TRUST
SACRAMENTO, CA
Other
NONE OTHER THAN CONTRACT
5,934$103.4M$7K
BOARD OF TRUSTEES, WESTERN CONFERENCE OF TEAMSTERS
WESTERN CONFERENCE OF TEAMSTERS SUPP BENEFIT PLAN
PASADENA, CA
Other
NONE
9,871$92.6M$9K
BOARD OF TRUSTEES, WESTERN CONFERENCE OF TEAMSTERS
WESTERN CONFERENCE OF TEAMSTERS SUPP BENEFIT PLAN
PASADENA, CA
Other
NONE
10,355$85.8M$9K
SEATTLE FIRE FIGHTERS HEALTHCARE TRUST
SEATTLE FIRE FIGHTERS HEALTHCARE PLAN
MUKILTEO, WA
Other
NONE
989$80.9M$20K
BOARD OF TRUSTEES, WESTERN CONFERENCE OF TEAMSTERS
WESTERN CONFERENCE OF TEAMSTERS SUPP BENEFIT PLAN
PASADENA, CA
Other
NONE
9,474$78.2M$9K
SEATTLE FIRE FIGHTERS HEALTHCARE TRUST
SEATTLE FIRE FIGHTERS HEALTHCARE PLAN
MUKILTEO, WA
Other
NONE
993$71.6M$21K
NORTHWEST FIRE FIGHTERS BENEFITS TRUST
IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST
MUKILTEO, WA
Other
NONE
4,137$58.3M$24K
BOARD OF TRUSTEE, NORTHWEST FIRE FIGHTERS
IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST
MUKILTEO, WA
Other
NONE
4,271$57.1M$37K
SEATTLE FIRE FIGHTERS HEALTHCARE TRUST
SEATTLE FIRE FIGHTERS HEALTHCARE PLAN
MUKILTEO, WA
Other
NONE
1,055$56.3M$46K
NORTHWEST FIRE FIGHTERS BENEFITS TRUST
IAFF HEALTH & WELLNESS PLAN OF THE NORTHWEST FIRE FIGHTERS BENEFITS TRUST
MUKILTEO, WA
Other
NONE
3,828$51.3M$5K
ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO, INC.
ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN
POWAY, CA
Other
PLAN SERVICE PROVIDER
1,588$9.9M$848K
ASSOCIATED BUILDERS AND CONTRACTORS OF CALIFORNIA, SAN DIEGO CHAPTER
ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN
POWAY, CA
Other
PLAN SERVICE PROVIDER
1,893$8.7M$843K
ASSOCIATED BUILDERS AND CONTRACTORS OF CALIFORNIA, SAN DIEGO CHAPTER
ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN
POWAY, CA
Other
PLAN SERVICE PROVIDER
1,747$7.5M$830K
ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA BENEFIT TRUST
ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN
ANAHEIM, CA
Broker
TRUST BROKERS
2,010$6.6M$1.2M
TRUSTEES OF THE AGC OF AMERICA SD CHAPTER INC - HEALTH & WELFARE
ASSOCIATED GENERAL CONTRACTORS OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST FUND
SAN DIEGO, CA
Other
N/A
1,560$5.7M$829K
TRUSTEES OF THE AGC OF AMERICA SD CHAPTER INC - HEALTH & WELFARE
ASSOCIATED GENERAL CONTRACTORS OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST FUND
SAN DIEGO, CA
Other
N/A
1,535$5.2M$799K
TRUSTEES OF THE AGC OF AMERICA S.D. CHAPTER INC - HEALTH & WELFARE
ASSOCIATED GENERAL CONTRACTORS OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST FUND
SAN DIEGO, CA
Other
N/A
1,641$3.8M$825K
ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC.
ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND
SAN DIEGO, CA
Other
N/A
$2.1M$284K
ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC.
ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND
SAN DIEGO, CA
Other
N/A
$1.7M$218K
ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC.
ASSOCIATED GENERAL CONTRACTORS OF AMERICA,SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND
SAN DIEGO, CA
Other
N/A
$1.4M$288K
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