WILLIAM M
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
49
Active participants
1,005,179
Total plan assets
$175.6B
Filings (rows)
49
Direct comp
$5.7M
Indirect comp
$10K
Aggregating 11 name variants under "WILLIAM M"
SERVICES PROVIDED
Other36
Trustee4
Actuary4
Advisor / Consultant3
Broker2
Top plans served
All 49 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other EMPLOYEE | 36,799 | $49.7B | $43K |
| TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN | CHICAGO, IL | Other EMPLOYEE | 38,102 | $48.2B | $47K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other EMPLOYEE | 226,080 | $16.6B | $71K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other EMPLOYEE | 228,415 | $14.2B | $65K |
| TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN | CHICAGO, IL | Other EMPLOYEE | 237,668 | $12.1B | $30K |
| TEXAS INSTRUMENTS INCORPORATED TI CONTRIBUTION AND 401(K) SAVINGS PLAN | DALLAS, TX | Other NONE | 13,175 | $8.1B | $25K |
| TEXAS INSTRUMENTS INCORPORATED TI CONTRIBUTION AND 401(K) SAVINGS PLAN | DALLAS, TX | Other NONE | 13,777 | $7.2B | $19K |
| TEXAS INSTRUMENTS INCORPORATED TI CONTRIBUTION AND 401(K) SAVINGS PLAN | DALLAS, TX | Other NONE | 13,037 | $6.2B | $7K |
| AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON, DC | Other NONE | 2,180 | $1.6B | $104K |
| AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON, DC | Other NONE | 1,995 | $1.5B | $101K |
| AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON, DC | Other NONE | 1,957 | $1.3B | $98K |
| TEXAS INSTRUMENTS INCORPORATED TI 401(K) SAVINGS PLAN | DALLAS, TX | Other NONE | 426 | $1.1B | $25K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 2,822 | $1.1B | $74K |
| TEXAS INSTRUMENTS INCORPORATED TI 401(K) SAVINGS PLAN | DALLAS, TX | Other NONE | 463 | $1.0B | $21K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 2,918 | $1.0B | $72K |
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 2,911 | $956.3M | $67K |
| WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND, FL | Advisor / Consultant ADVISOR | 2,092 | $327.8M | $21K |
| WATSON CLINIC LLP WATSON CLINIC LLP PROFIT SHARING PLAN | LAKELAND, FL | Advisor / Consultant ADVISOR | 2,178 | $282.5M | $17K |
| SCHOENECKERS, INC. BI WORLDWIDE SAVINGS PLAN | EDINA, MN | Other INV ADV, PARTICIPANTS | 1,097 | $262.7M | $25K |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA & INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 3,650 | $243.3M | $72K |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA & INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 3,493 | $243.1M | $74K |
| WATSON CLINIC LLP WATSON CLINIC LLP PROFIT SHARING PLAN | LAKELAND, FL | Advisor / Consultant ADVISOR | 1,925 | $242.1M | $16K |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA & INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON, PA | Other EMPLOYEE | 3,590 | $232.6M | $67K |
| CARMAX, INC. CARMAX, INC. PENSION PLAN | RICHMOND, VA | Actuary ACTUARY | 2,563 | $204.5M | $155K |
| CARMAX, INC. CARMAX, INC. PENSION PLAN | RICHMOND, VA | Other NONE | 2,393 | $199.2M | $112K |
| MAERSK INC. THE MAERSK INC. PENSION PLAN MASTER TRUST | FLORHAM PARK, NJ | Other RETAINED BY CLIENT | — | $199.2M | $1.1M |
| MAERSK INC. THE MAERSK INC. PENSION PLAN | FLORHAM PARK, NJ | Other RETAINED BY CLIENT | 120 | $199.1M | $1.1M |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 617 PENSION FUND TEAMSTERS LOCAL 617 PENSION FUND | RIDGEFIELD, NJ | Trustee TRUSTEE | 4 | $162.9M | $9K |
| BOARD OF TRUSTEES OF TEAMSTERS LOCAL 617 PENSION FUND TEAMSTERS LOCAL 617 PENSION FUND | RIDGEFIELD, NJ | Trustee TRUSTEE | 4 | $160.9M | $9K |
| LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST, IL | Broker BROKER/ADVISER | 713 | $117.1M | $0 |
| LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST, IL | Broker BROKER/ADVISER | 711 | $108.5M | $0 |
| BOARD OF TRUSTEES LOCAL 734 PENSION FUND LOCAL 734 PENSION FUND | ISELIN, NJ | Trustee TRUSTEE | 30 | $55.3M | $16K |
| BOARD OF TRUSTEES LOCAL 734 PENSION FUND LOCAL 734 PENSION FUND | ISELIN, NJ | Trustee TRUSTEE | 31 | $55.1M | $14K |
| BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND HEARTLAND HEALTH AND WELLNESS FUND | DAYTON, OH | Other EMPLOYEE | 52,456 | $52.7M | $183K |
| BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND HEARTLAND HEALTH AND WELLNESS FUND | DAYTON, OH | Other EMPLOYEE | 49,260 | $47.4M | $180K |
| ECOVYST CATALYST TECHNOLOGIES, LLC ECO SERVICES HOURLY PENSION PLAN | VALLEY FORGE, PA | Actuary ACTUARY | 51 | $45.4M | $39K |
| ECOVYST CATALYST TECHNOLOGIES, LLC ECO SERVICES HOURLY PENSION PLAN | VALLEY FORGE, PA | Actuary ACTUARY | 42 | $43.8M | $41K |
| ECOVYST CATALYST TECHNOLOGIES, LLC ECO SERVICES HOURLY PENSION PLAN | VALLEY FORGE, PA | Actuary ACTUARY | 60 | $42.5M | $35K |
| BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND HEARTLAND HEALTH AND WELLNESS FUND | DAYTON, OH | Other EMPLOYEE | 48,345 | $40.9M | $181K |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 79 | $39.0M | $67K |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 81 | $38.0M | $70K |
| WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE, WI | Other NONE | 87 | $35.9M | $67K |
| INT'L UNION OF OPERATING ENGRS OF E.PA & DE SUPPLEMENTAL UNEMPLMT BENE INTERNATIONAL UNION OF OPERATING ENGINEERS OF E.PA AND DE. SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | FORT WASHINGTON, PA | Other EMPLOYEE | 2,401 | $24.0M | $67K |
| INT'L UNION OF OPERATING ENGRS OF E.PA & DE SUPPLEMENTAL UNEMPLMT BENE INTERNATIONAL UNION OF OPERATING ENGINEERS OF E.PA AND DE. SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | FORT WASHINGTON, PA | Other EMPLOYEE | 2,312 | $23.7M | $69K |
| INT'L UNION OF OPERATING ENGRS OF E.PA & DE SUPPLEMENTAL UNEMPLMT BENE INTERNATIONAL UNION OF OPERATING ENGINEERS OF E.PA AND DE. SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | FORT WASHINGTON, PA | Other EMPLOYEE | 2,397 | $22.1M | $63K |
| MAERSK INC. THE MAERSK INC. PENSION PLAN | FLORHAM PARK, NJ | Other RETAINED BY CLIENT | 0 | $236K | $405K |
| MAERSK INC. THE MAERSK INC. PENSION PLAN MASTER TRUST | FLORHAM PARK, NJ | Other RETAINED BY CLIENT | — | $236K | $420K |
| MEDI USA, LP MEDI USA, LP WELFARE BENEFIT PLAN | WHITSETT, NC | Other PRODUCER | 282 | — | $22K |
| MAERSK INC. THE MAERSK INC. MARINE CLERKS ASSOCIATION PENSION PLAN | FLORHAM PARK, NJ | Other RETAINED BY PLAN SPONSOR | 7 | — | $59K |