WHITE OAK
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
743,160
Total plan assets
$189.9B
Filings (rows)
39
Direct comp
$9.1M
Indirect comp
$75K
Aggregating 8 name variants under "WHITE OAK"
SERVICES PROVIDED
Other36
Advisor / Consultant3
Top plans served
All 39 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,156 | $57.4B | $1.9M |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 231,353 | $56.4B | $1.7M |
| WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | SEATTLE, WA | Other NONE | 229,511 | $53.7B | $1.9M |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN | PHOENIX, AZ | Other NONE | — | $3.3B | $256K |
| TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN | PHOENIX, AZ | Other NONE | — | $2.5B | $150K |
| BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE, IL | Other NONE | 4,997 | $2.1B | $385K |
| BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE, IL | Other NONE | 4,750 | $2.1B | $414K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,038 | $1.7B | $177K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K ELEVATOR CONSTRUCTORS UNION LOCAL 1 ANNUITY AND 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,099 | $1.6B | $172K |
| BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K F ELEVATOR CONSTRUCTORS LOCAL 1 ANNUITY & 401K FD UNION LOCAL NO. 1 ANNUITY & 401K FUND | ENGLEWOOD CLIFFS, NJ | Other NONE | 3,298 | $1.4B | $178K |
| LOCAL NO. 731, I.B. OF T., PENSION FUND LOCAL NO. 731, I.B. OF T., PENSION FUND | BURR RIDGE, IL | Other NONE | 3,248 | $985.4M | $59K |
| LOCAL NO. 731, I.B. OF T., PENSION FUND LOCAL NO. 731, I.B. OF T., PENSION FUND | BURR RIDGE, IL | Other NONE | 3,289 | $829.9M | $58K |
| PPG INDUSTRIES, INC. PPG INDUSTRIES, INC. PENSION PLAN TRUST | PITSBURGH, PA | Other NONE | — | $693.0M | $226K |
| TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN | ROCKFORD, IL | Other NONE | 1,010 | $489.4M | $40K |
| TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN | ROCKFORD, IL | Other NONE | 944 | $467.8M | $43K |
| TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN | ROCKFORD, IL | Other NONE | 763 | $417.5M | $46K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,911 | $356.6M | $99K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,910 | $356.1M | $92K |
| PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEES, PHILADELPHIA AND VICINITY | PHILADELPHIA, PA | Other NONE | 1,923 | $352.7M | $90K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 488 | $349.2M | $92K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 425 | $334.4M | $78K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 465 | $309.3M | $75K |
| BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN TEAMSTER AFFILIATES PENSION PLAN | WASHINGTON, DC | Other NONE | 282 | $250.1M | $129K |
| BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLAN TEAMSTER AFFILIATES PENSION PLAN | WASHINGTON, DC | Other NONE | 282 | $234.1M | $128K |
| TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND 1199 SEIU REGIONAL PENSION FUND | BUFFALO, NY | Other NONE | 5,171 | $231.5M | $50K |
| TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND 1199 SEIU REGIONAL PENSION FUND | BUFFALO, NY | Other NONE | 4,169 | $216.1M | $52K |
| TRUSTEES OF 1199 SEIU REGIONAL PENSION FUND 1199 SEIU REGIONAL PENSION FUND | BUFFALO, NY | Other NONE | 3,888 | $198.8M | $42K |
| INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION DISTRIBUTORS ASSOCIATION WAREHOUSEMEN'S PENSION TRUST | EMERYVILLE, CA | Other NONE | 247 | $105.9M | $24K |
| INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION DISTRIBUTORS ASSOCIATION WAREHOUSEMEN'S PENSION TRUST | EMERYVILLE, CA | Other NONE | 233 | $102.3M | $19K |
| INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION DISTRIBUTORS ASSOCIATION WAREHOUSEMEN'S PENSION TRUST | EMERYVILLE, CA | Other NONE | 265 | $98.9M | $18K |
| IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUST IRON WORKERS REGIONAL SHOP LOCAL UNION NO 855 PENSION TRUST | PASADENA, CA | Other NONE | 254 | $77.2M | $24K |
| IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUST IRON WORKERS REGIONAL SHOP LOCAL UNION NO 855 PENSION TRUST | PASADENA, CA | Other NONE | 272 | $74.9M | $32K |
| SHOP IRONWORKERS LOCAL 790 PENSION PLAN SHOP IRONWORKERS LOCAL 790 PENSION PLAN | PASADENA, CA | Other NONE | 338 | $74.6M | $21K |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN MASTER TRUST | KANSAS CITY, MO | Other NONE | — | $48.7M | $30K |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN MASTER TRUST | KANSAS CITY, MO | Other NONE | — | $48.2M | $35K |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN MASTER TRUST | KANSAS CITY, MO | Other NONE | — | $45.5M | $19K |
| WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR FEE | 63 | $5.6M | $67K |
| WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR FEE | 64 | $5.3M | $67K |
| WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS, MN | Advisor / Consultant ADVISOR FEE | 54 | $5.1M | $63K |