Form 5500 Search

ZIEGLER CAPITAL

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
80
Active participants
258,499
Total plan assets
$35.8B
Filings (rows)
80
Direct comp
$6.5M
Indirect comp
$1K

SERVICES PROVIDED

Other69
Advisor / Consultant11

Top plans served

All 80 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NEW ENGLAND TEAMSTERS PENSION FUND
NEW ENGLAND TEAMSTERS PENSION FUND
BURLINGTON, MA
Other
NONE
21,577$9.1B$95K
NEW ENGLAND TEAMSTERS PENSION FUND
NEW ENGLAND TEAMSTERS PENSION FUND
BURLINGTON, MA
Other
NONE
21,786$3.3B$81K
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
NEWARK, NJ
Other
NONE
8,865$1.4B$142K
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUND
HEAVY & GENERAL LABORERS' LOCAL UNIONS 472 & 172 OF NJ ANNUITY PLAN
NEWARK, NJ
Other
NONE
8,602$1.3B$146K
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,
STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCORPORATED - INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN
BALTIMORE, MD
Other
NONE
1,722$1.1B$8K
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,
STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCORPORATED - INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN
BALTIMORE, MD
Other
NONE
1,653$974.0M$7K
PIPE & REFRIGERATION FITTERS LOCAL 537
PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND
DORCHESTER, MA
Other
NONE
2,372$962.4M$351K
PIPE & REFRIGERATION FITTERS LOCAL 537
PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND
DORCHESTER, MA
Other
NONE
2,310$901.7M$306K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
23,840$877.2M$159K
PIPE & REFRIGERATION FITTERS LOCAL 537
PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND
DORCHESTER, MA
Other
NONE
2,202$828.3M$284K
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
FALLS CHURCH, VA
Other
NONE
22,882$802.1M$166K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,222$710.0M$361K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,222$710.0M$361K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,126$703.3M$331K
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUND
LOCAL 580 ANNUITY FUND
NEW YORK, NY
Other
NONE
3,126$703.3M$331K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
3,879$583.4M$109K
BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND
NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUND
ISELIN, NJ
Other
NONE
2,108$493.6M$58K
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES
IRONWORKERS NATIONAL PENSION PLAN
OAKBROOK, IL
Other
NONE
2,757$476.0M$48K
TRUSTEES OF NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUST
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY RETIREE RULES AND REGULATIONS
FALLS CHURCH, VA
Other
NONE
4,061$472.4M$102K
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES
IRONWORKERS NATIONAL PENSION PLAN
OAKBROOK, IL
Other
NONE
2,555$464.2M$47K
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 ANNUITY FUND
SPRINGFIELD, NJ
Other
NONE
1,159$383.9M$36K
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 PENSION FUND
SPRINGFIELD, NJ
Other
NONE
1,148$376.0M$34K
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 ANNUITY FUND
SPRINGFIELD, NJ
Other
NONE
1,148$375.5M$52K
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEES
IRONWORKERS LOCAL 11 PENSION FUND
SPRINGFIELD, NJ
Other
NONE
1,159$365.2M$22K
BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND
LOCAL 580 INSURANCE FUND
NEW YORK, NY
Other
NONE
1,605$328.0M$80K
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTE
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND
OFALLON, IL
Advisor / Consultant
INVESTMENT MANAGER
989$327.6M$36K
BOARD OF TRUSTEES LOCAL 580 INSURANCE FUND
LOCAL 580 INSURANCE FUND
NEW YORK, NY
Other
NONE
1,816$321.8M$86K
MICHAEL BEST AND FRIEDRICH, LLP
MICHAEL BEST 401K PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
729$321.2M$26K
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTE
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND
SWANSEA, IL
Advisor / Consultant
INVESTMENT MANAGER
881$297.8M$137K
MICHAEL BEST AND FRIEDRICH, LLP
MICHAEL BEST 401K PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
691$281.6M$55K
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES
CONNECTICUT LABORERS' ANNUITY PLAN
WEST HAVEN, CT
Other
NONE
2,888$274.2M$124K
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTE
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND
SWANSEA, IL
Advisor / Consultant
INVESTMENT MANAGER
847$273.2M$137K
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN
MO-KAN IRON WORKERS PENSION FUND
KANSAS CITY, MO
Other
NONE
1,008$265.9M$34K
BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE
MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE FUND
TERRE HAUTE, IN
Other
NONE
5,737$252.6M$139K
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES
CONNECTICUT LABORERS' ANNUITY PLAN
WEST HAVEN, CT
Other
NONE
3,043$244.9M$107K
MICHAEL BEST AND FRIEDRICH, LLP
MICHAEL BEST 401K PLAN
MILWAUKEE, WI
Advisor / Consultant
ADVISOR
684$243.7M$37K
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN
MO-KAN IRON WORKERS PENSION FUND
KANSAS CITY, MO
Other
NONE
739$241.5M$31K
TRUSTEES OF SOUTHERN DISTRICT UBC HEALTH TRUST
SOUTHERN DISTRICT UBC HEALTH TRUST
GOODLETTSVILLE, TN
Other
NONE
10,466$237.4M$22K
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN
MO-KAN IRON WORKERS PENSION FUND
KANSAS CITY, MO
Other
NONE
668$234.1M$43K
BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE
MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE FUND
TERRE HAUTE, IN
Other
NONE
5,693$219.8M$108K
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEES
CONNECTICUT LABORERS' ANNUITY PLAN
WEST HAVEN, CT
Advisor / Consultant
INVESTMENT MANAGER
3,065$215.4M$98K
BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUND
NEW JERSEY BUILDING LABORERS STATEWIDE ANNUITY FUND
ISELIN, NJ
Other
NONE
7,335$214.1M$30K
IRON WORKERS LOCAL 40, 361 & 417 HEALTH FUND
IRON WORKERS LOCALS 40, 361 & 417 HEALTH FUND
NEW YORK, NY
Other
NONE
1,959$207.4M$115K
BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE
MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE FUND
TERRE HAUTE, IN
Other
NONE
5,381$189.0M$90K
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND
TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND
NEW YORK, NY
Other
NONE
934$156.9M$35K
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND
TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUND
NEW YORK, NY
Other
NONE
994$154.7M$6K
CAPITAL BLUE CROSS
CAPITAL BLUE CROSS RETIREMENT PLAN
HARRISBURG, PA
Other
NONE
778$153.8M$88K
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
GLENMONT, NY
Other
NONE
751$150.7M$25K
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUND
GLENMONT, NY
Other
NONE
706$131.6M$22K
TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND
BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND
NORTH BRUNSWICK, NJ
Other
NONE
13$120.3M$21K
IBEW LOCAL NO. 915 PENSION-ANNUITY FUND
IBEW LOCAL UNION NO. 915 PENSION-ANNUITY FUND
GOODLETTSVILLE, TN
Advisor / Consultant
INVESTMENT MANAGER
1,919$115.0M$19K
BOARD OF TRUSTEES, NEW JERSEY BLDG STATEWIDE WELFARE FD
NEW JERSEY BUILDING LABORERS STATEWIDE WELFARE FUND
ISELIN, NJ
Other
NONE
1,898$109.0M$46K
TRUSTEES OF GULF COAST CARPENTERS AND MILLWRIGHTS HEALTH TRUST
GULF COAST CARPENTERS AND MILLWRIGHTS HEALTH TRUST
GOODLETTSVILLE, TN
Other
NONE
3,175$108.6M$19K
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY, MO
Other
NONE
803$104.8M$85K
IBEW LOCAL NO. 915 PENSION-ANNUITY FUND
IBEW LOCAL UNION NO. 915 PENSION-ANNUITY FUND
GOODLETTSVILLE, TN
Advisor / Consultant
INVESTMENT MANAGER
1,864$98.1M$39K
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUND
KANSAS CITY CEMENT MASONS PENSION FUND
INDEPENDENCE, MO
Other
NONE
509$94.6M$41K
CAPITAL BLUE CROSS
CAPITAL BLUE CROSS RETIREMENT PLAN
HARRISBURG, PA
Other
NONE
100$83.0M$49K
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND
SWANSEA, IL
Advisor / Consultant
INVESTMENT MANAGER
787$57.0M$18K
STEAMFITTERS LOCAL 439
STEAMFITTERS LOCAL 439 PENSION PLAN
CASEYVILLE, IL
Other
NONE
122$54.2M$62K
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND
SWANSEA, IL
Advisor / Consultant
INVESTMENT MANAGER
768$50.7M$18K
TEAMSTERS LOCAL 819 PENSION FUND C/O SAVASTA
TEAMSTERS LOCAL 819 PENSION FUND
NEW YORK, NY
Other
NONE
494$48.1M$17K
STEAMFITTERS LOCAL 439
STEAMFITTERS LOCAL 439 PENSION PLAN
CASEYVILLE, IL
Other
NONE
129$47.2M$109K
TEAMSTERS LOCAL 819 PENSION FUND C/O SAVASTA
TEAMSTERS LOCAL 819 PENSION FUND
NEW YORK, NY
Other
NONE
428$44.4M$7K
STEAMFITTERS LOCAL 439
STEAMFITTERS LOCAL 439 PENSION PLAN
CASEYVILLE, IL
Other
NONE
126$41.4M$111K
MO-KAN IRON WORKERS WELFARE FUND
MO-KAN IRON WORKERS WELFARE FUND
KANSAS CITY, MO
Other
NONE
720$38.9M$93K
BOARD OF TRUSTEES OF TEAMSTERS LIFE INSURANCE TRUST FUND
TEAMSTERS LIFE INSURANCE TRUST FUND
DUBLIN, CA
Other
NONE
5,069$37.2M$7K
BOARD OF TRUSTEES OF TEAMSTERS LIFE INSURANCE TRUST FUND
TEAMSTERS LIFE INSURANCE TRUST FUND
DUBLIN, CA
Other
NONE
5,820$35.6M$83K
BOARD OF TRUSTEES OF TEAMSTERS LIFE INSURANCE TRUST FUND
TEAMSTERS LIFE INSURANCE TRUST FUND
DUBLIN, CA
Other
NONE
5,893$34.3M$51K
MO-KAN IRON WORKERS WELFARE FUND
MO-KAN IRON WORKERS WELFARE FUND
KANSAS CITY, MO
Other
NONE
720$33.7M$86K
MO-KAN IRON WORKERS WELFARE FUND
MO-KAN IRON WORKERS WELFARE FUND
KANSAS CITY, MO
Other
NONE
714$28.9M$102K
TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
STATEN ISLAND, NY
Other
NONE
5,613$22.3M$9K
TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND
STATEN ISLAND, NY
Other
NONE
5,606$22.0M$16K
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
37$19.4M$0
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
NONE
46$19.1M$0
JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD
SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND
BINGHAM FARMS, MI
Other
NONE
51$18.8M$0
TRUSTEES OF LOCAL 309, IBEW INCOME SECURITY FUND
LOCAL 309, IBEW INCOME SECURITY FUND
COLLINSVILLE, IL
Other
NONE
2,125$13.3M$27K
TRUSTEES OF LOCAL 309, IBEW INCOME SECURITY FUND
LOCAL 309, IBEW INCOME SECURITY FUND
COLLINSVILLE, IL
Other
NONE
1,954$11.4M$27K
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
49$2.7M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
NONE
49$2.6M$0
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSION FUND
BINGHAM FARMS, MI
Other
30$2.6M$0
ZIEGLER CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search