ZACKS INVESTMENT
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
47
Active participants
138,753
Total plan assets
$80.3B
Filings (rows)
47
Direct comp
$2.6M
Indirect comp
$0
Aggregating 2 name variants under "ZACKS INVESTMENT"
SERVICES PROVIDED
Other38
Advisor / Consultant9
Top plans served
All 47 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $182K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 14,981 | $15.9B | $45K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $168K |
| DELTA AIR LINES, INC. DELTA 401(K) RETIREMENT PLAN FOR PILOTS | ATLANTA, GA | Other NONE | 14,473 | $13.7B | $37K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $151K |
| SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 4,936 | $1.9B | $11K |
| SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 4,805 | $1.7B | $11K |
| TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK, NY | Other NONE | 1,323 | $598.8M | $6K |
| TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN | BLOOMINGTON, MN | Other NONE | 920 | $318.8M | $139K |
| TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN | BLOOMINGTON, MN | Other NONE | 939 | $292.6M | $121K |
| TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLAN | BLOOMINGTON, MN | Other NONE | 984 | $266.4M | $112K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 472 | $200.0M | $18K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 448 | $185.3M | $13K |
| UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING, PA | Other NONE | 439 | $147.8M | $12K |
| JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES SHEET METAL WORKERS LOCAL 7, ZONE 1 PENSION PLAN | TROY, MI | Advisor / Consultant INVESTMENT MANAGER | 703 | $147.7M | $152K |
| BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION PLAN BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION P | FENTON, MO | Other NONE | 545 | $129.5M | $99K |
| BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION PLAN BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION P | FENTON, MO | Other NONE | — | $115.4M | $80K |
| JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES SHEET METAL WORKERS LOCAL 7, ZONE 1 PENSION PLAN | TROY, MI | Advisor / Consultant INVESTMENT MANAGER | 637 | $114.0M | $120K |
| BEALL'S INC. BEALL'S EMPLOYEES' SAVINGS TRUST | BRADENTON, FL | Other INV ADV, PARTICIPANTS | 10,519 | $106.7M | $7K |
| BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION PLAN BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION P | FENTON, MO | Other NONE | — | $104.7M | $80K |
| BEALL'S INC. BEALL'S EMPLOYEES' SAVINGS TRUST | BRADENTON, FL | Other INV ADV, PARTICIPANTS | 9,967 | $92.4M | $7K |
| IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA, WV | Other NONE | 456 | $90.0M | $15K |
| TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 248- PENSION TRUST PLAN | LEXINGTON, KY | Other NONE | 344 | $83.9M | $69K |
| CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND | HILLSIDE, IL | Other NONE | 4,975 | $80.8M | $126K |
| IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA, WV | Other NONE | 392 | $80.0M | $8K |
| TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 248- PENSION TRUST PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 321 | $79.5M | $59K |
| CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND | HILLSIDE, IL | Other NONE | 4,882 | $74.1M | $112K |
| CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND CENTRAL STATES JOINT BOARD HEALTH AND WELFARE TRUST FUND | HILLSIDE, IL | Other NONE | 4,689 | $72.1M | $105K |
| TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 248- PENSION TRUST PLAN | LEXINGTON, KY | Advisor / Consultant INVESTMENT MANAGER | 309 | $71.2M | $55K |
| IBEW 648 PENSION PLAN IBEW 648 PENSION PLAN | ONA, WV | Other NONE | 365 | $70.4M | $15K |
| CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND | CUMBERLAND, MD | Other NONE | 217 | $64.3M | $30K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 676 | $63.2M | $56K |
| CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND | CUMBERLAND, MD | Other NONE | 217 | $59.3M | $36K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 635 | $55.7M | $59K |
| SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 594 | $54.5M | $58K |
| CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUN CUMBERLAND, MD & VICINITY BUILDING & CONSTRUCTION EMPLOYEES TRUST FUND | CUMBERLAND, MD | Other NONE | 218 | $54.3M | $35K |
| BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORS LOCAL 18 INT'L ASSOC. OF HEAT & FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION FUND | INDIANAPOLIS, IN | Other NONE | 599 | $46.8M | $19K |
| SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 433 | $46.7M | $45K |
| SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN | GOODLETTSVILLE, TN | Other NONE | 247 | $41.9M | $49K |
| TWIN CITIES & VICINITY CONFERENCE BOARD TWIN CITIES & VICINITY CONFERENCE BOARD PENSION TRUST | BLOOMINGTON, MN | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $35.4M | $26K |
| TWIN CITIES & VICINITY CONFERENCE BOARD TWIN CITIES & VICINITY CONFERENCE BOARD PENSION TRUST | BLOOMINGTON, MN | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $30.0M | $27K |
| TRUSTEES OF IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND, MD IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND MD | CUMBERLAND, MD | Other NONE | 160 | $21.5M | $7K |
| TRUSTEES OF IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND, MD IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND MD | CUMBERLAND, MD | Other NONE | 152 | $20.2M | $7K |
| TRUSTEES OF IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND, MD IRONWORKERS-LABORERS PENSION PLAN OF CUMBERLAND MD | CUMBERLAND, MD | Other NONE | 182 | $18.9M | $6K |
| TRUSTEES GREATER METROPOLITAN HOTEL EMPLOYERS-EMPLOYEES HEALTH WELFARE GREATER METROPOLITAN HOTEL EMPLOYERS EMPLOYEES HEALTH & WELFARE FUND | BLOOMINGTON, MN | Other NONE | 799 | $15.3M | $13K |
| TRUSTEES GREATER METROPOLITAN HOTEL EMPLOYERS-EMPLOYEES HEALTH WELFARE GREATER METROPOLITAN HOTEL EMPLOYERS EMPLOYEES HEALTH & WELFARE FUND | BLOOMINGTON, MN | Other NONE | 780 | $13.3M | $9K |
| BOARD OF TRUSTEES SHOPMENS LOCAL 527 PENSION FUND SHOPMENS LOCAL 527 PENSION FUND | PITTSBURGH, PA | Other NONE | 0 | $0 | $23K |