Trustees Of Central States, Se And Sw Areas Pension Fund DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trustees Of Central States, Se And Sw Areas Pension Fund
  • Sponsor EIN: 366044243
  • Sponsor Address: 8647 WEST HIGGINS ROAD, CHICAGO, IL, 606312803
  • Plan Type: DB
  • Total Participants: 38,102
  • Total Assets: $48.2B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438,102$48.2B$455.0M$1,714
202336,799$49.7B$514.6M$7,149
202248,538$42.6B$559.4M$6,058

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
THE BANK OF NEW YORK MELLONINVESTMENT SERVICES$8,658,926$8,658,926
INSIGHT NORTH AMERICA LLCINVESTMENT SERVICES$4,233,791$4,233,791
BLACKROCK FINANCIAL MANAGEMENT INC.INVESTMENT SERVICES$4,000,000$4,000,000
JP MORGAN INVESTMENT MANAGEMENT INCINVESTMENT SERVICES$3,141,230$3,141,230
PAYDEN AND RYGELINVESTMENT SERVICES$2,973,922$2,973,922
RUSSELL INV IMPLEMENTATION SRVCSINVESTMENT SERVICES$1,526,044$1,526,044
LOOMIS SAYLES AND COMPANYINVESTMENT SERVICES$1,257,138$1,257,138
PGIM INCINVESTMENT SERVICES$628,178$628,178
FIDELITY INSTITUTIONAL ASSET MGMTINVESTMENT SERVICES$461,936$461,936
CDW DIRECTSERVICE PROVIDER$417,599$417,599
NORTHERN TRUST COMPANYINVESTMENT SERVICES$393,305$393,305
GROOM LAW GROUP, CHARTEREDSERVICE PROVIDER$370,466$370,466
THE SEGAL COMPANYSERVICE PROVIDER$362,060$362,060
MICROSOFT CORPORATIONSERVICE PROVIDER$296,070$296,070
PETERSON TECHNOLOGY PARTNERS INCSERVICE PROVIDER$282,461$282,461
VITECH SYSTEMS SUB INCSERVICE PROVIDER$275,689$275,689
MELLON INVESTMENTS CORPORATIONINVESTMENT SERVICES$235,860$235,860
WITHUM SMITH & BROWN, PCSERVICE PROVIDER$223,080$223,080
SCHIELE GRAPHICS INCSERVICE PROVIDER$220,558$220,558
FERNANDO J RODRIGUEZEMPLOYEE$204,605$204,605
THOMAS C NYHANEMPLOYEE$197,959$197,959
5WYRE LLCSERVICE PROVIDER$160,169$160,169
JOHN J FRANCZYKEMPLOYEE$154,094$154,094
HOLLY GUSTAFSONEMPLOYEE$153,440$153,440
BRAD R BERLINEREMPLOYEE$153,259$153,259
PENSION BENEFIT INFORMATION LLCSERVICE PROVIDER$153,000$153,000
DEVSQUADSERVICE PROVIDER$150,654$150,654
ROBERT A. COCOEMPLOYEE$149,034$149,034
MICHAEL STUBEREMPLOYEE$147,867$147,867
ANDREW M SPRAUEMPLOYEE$147,785$147,785
DORICE M SUCKOWEMPLOYEE$143,809$143,809
BONNIE A VELAZQUEZEMPLOYEE$143,608$143,608
CHARLEY H LEEEMPLOYEE$143,594$143,594
DONNA J KUXHAUSEEMPLOYEE$142,384$142,384
JEANNETTE B ROSZKOEMPLOYEE$141,928$141,928
IT ASSOCIATES INCSERVICE PROVIDER$141,573$141,573
CESAR ALVAREZEMPLOYEE$141,172$141,172
JAYNE CAMINITIEMPLOYEE$141,131$141,131
INFOR US INCSERVICE PROVIDER$140,491$140,491
RITA M MANFREDINIEMPLOYEE$139,108$139,108
AMY L PUCHALSKIEMPLOYEE$138,688$138,688
LAUREN A SCHREIBEREMPLOYEE$138,442$138,442
TRACY L STALLWORTHEMPLOYEE$137,748$137,748
MATTHEW S DRAGOOEMPLOYEE$136,771$136,771
MARTIN G EGANEMPLOYEE$135,538$135,538
TERESA M ZUNIGAEMPLOYEE$135,391$135,391
CHARLOTTE YANKOWSKIEMPLOYEE$134,886$134,886
PATRICK SLOANEMPLOYEE$134,437$134,437
CENTURYLINKSERVICE PROVIDER$134,085$134,085
ANN SCHROEDEREMPLOYEE$133,348$133,348
TIMOTHY C REUTEREMPLOYEE$133,169$133,169
JOSEPH D WIATEREMPLOYEE$132,550$132,550
TINA M KEENAEMPLOYEE$132,097$132,097
LEDA BARATTIEMPLOYEE$132,021$132,021
ELIZABETH LOPEZEMPLOYEE$131,871$131,871
MARY A CHAVEZEMPLOYEE$131,057$131,057
CARMELA BAGNOLAEMPLOYEE$128,230$128,230
CECILIA FORDEMPLOYEE$127,837$127,837
STEVEN J VAN ROSSEMEMPLOYEE$126,982$126,982
NATALIE M PLUCINSKIEMPLOYEE$126,111$126,111
MARKLYN W PIERREEMPLOYEE$125,097$125,097
ELIZABETH P ALLENEMPLOYEE$124,763$124,763
PATRICIA A SHILNEYEMPLOYEE$124,681$124,681
ANDREW J HERINKEMPLOYEE$124,515$124,515
VIANETT ALFAROEMPLOYEE$124,434$124,434
ANDREA C CULLINANEMPLOYEE$122,479$122,479
TIMOTHY E CHRISTIANSEMPLOYEE$122,128$122,128
MEGAN GRIFFITHSEMPLOYEE$120,921$120,921
VICTORIA BENITEZEMPLOYEE$120,695$120,695
KARL LEWISEMPLOYEE$120,655$120,655
BRIAN P SCHROEDEREMPLOYEE$120,637$120,637
KATHLEEN A BYRNEEMPLOYEE$119,968$119,968
ORACLE AMERICA INCSERVICE PROVIDER$118,387$118,387
PETER PRIEDEEMPLOYEE$117,644$117,644
LISA SEIFRIDEMPLOYEE$117,431$117,431
ALEXANDRIA M BENDINELLIEMPLOYEE$117,160$117,160
BRADLEY GRIMESEMPLOYEE$115,453$115,453
KYLE J GADBOISEMPLOYEE$115,350$115,350
NIKKI A BACZKOWSKIEMPLOYEE$115,103$115,103
ALBERT M MADDENEMPLOYEE$114,978$114,978
ASHLEY WIRZEMPLOYEE$112,987$112,987
CAO ANALYTICS LLCSERVICE PROVIDER$112,000$112,000
HOPE A. MARTINEMPLOYEE$109,300$109,300
RYAN J BARREMPLOYEE$108,950$108,950
REBECCA MCMAHONEMPLOYEE$108,827$108,827
ANTHONY NAPOLIEMPLOYEE$108,387$108,387
MACIEJ JANUSEMPLOYEE$107,646$107,646
SAYERSSERVICE PROVIDER$107,271$107,271
JACQUELYN R RODGERSEMPLOYEE$107,135$107,135
DANIEL SHEPARDEMPLOYEE$106,910$106,910
FRANK J CAREYEMPLOYEE$105,781$105,781
CUSHMAN & WAKEFIELD INCSERVICE PROVIDER$105,526$105,526
CRESCENT CLEANING COMPANYSERVICE PROVIDER$105,209$105,209
JANICE RABBITEMPLOYEE$104,374$104,374
THOMAS WEITHERSEMPLOYEE$102,633$102,633
ALLIED UNIVERSAL SECURITY SERVICESSERVICE PROVIDER$102,221$102,221
ANDREW MARIONEMPLOYEE$101,984$101,984
THOMSON REUTERS - WESTSERVICE PROVIDER$100,555$100,555
MICHAEL MULLANEEMPLOYEE$100,103$100,103
APEX SYSTEMS LLCSERVICE PROVIDER$99,577$99,577
TAMI LANTZ CRAIGEMPLOYEE$99,385$99,385
JAMES P EDEREMPLOYEE$99,116$99,116
RYAN MCSHEAEMPLOYEE$99,066$99,066
GARCIA HAMILTON AND ASSOCIATESINVESTMENT SERVICES$98,784$98,784
MATTHEW WEBEREMPLOYEE$98,100$98,100
SEGAL ADVISORS INCSERVICE PROVIDER$97,613$97,613
JEANETTE E KIMEMPLOYEE$94,776$94,776
PADMAJA SIRIPURAMEMPLOYEE$94,464$94,464
CONSTELLATION NEWENERGY INCSERVICE PROVIDER$94,294$94,294
JEFFREY T HEPPEEMPLOYEE$94,196$94,196
DANIEL E SULLIVANEMPLOYEE$94,184$94,184
LUIS GOMEZEMPLOYEE$94,090$94,090
ST CROIX PRESS INCSERVICE PROVIDER$93,704$93,704
CARL E SNYDEREMPLOYEE$93,646$93,646
GLORIA J CATANESEEMPLOYEE$93,200$93,200
JUSTIN D MACKOWIAKEMPLOYEE$92,907$92,907
BRANDON BUYERSEMPLOYEE$92,410$92,410
RELMAP SOFTWARE INCSERVICE PROVIDER$92,138$92,138
CLEARDATA NETWORKS INCSERVICE PROVIDER$91,103$91,103
LEVI RAY & SHOUP INCSERVICE PROVIDER$90,279$90,279
PHOENIX MSA HOLDINGS LLCSERVICE PROVIDER$89,830$89,830
ANNA SIONEKEMPLOYEE$89,640$89,640
DOUGLAS A GREGGEMPLOYEE$89,564$89,564
MATTHEW J LIPPERTEMPLOYEE$88,451$88,451
THOMAS B BAXAEMPLOYEE$87,693$87,693
ANNE M LAMMERSEMPLOYEE$86,335$86,335
BRENDAN MASONEMPLOYEE$85,744$85,744
HOWARD A LEVYEMPLOYEE$85,243$85,243
CRYSTAL L HAMILTONEMPLOYEE$85,027$85,027
LOIS J YUEMPLOYEE$84,914$84,914
BRECK G HAYDENEMPLOYEE$84,902$84,902
MARY A. POMAGIEREMPLOYEE$83,354$83,354
ALEXANDER J ZEMKEEMPLOYEE$82,532$82,532
MARK L HOPPEEMPLOYEE$82,190$82,190
V-SOFT CONSULTINGSERVICE PROVIDER$80,925$80,925
BRIAN SZOTTEMPLOYEE$80,814$80,814
KEVIN P LYNCHEMPLOYEE$80,628$80,628
KANIKA M WALKEREMPLOYEE$80,574$80,574
CHRISTIAN A MUELLEREMPLOYEE$80,527$80,527
CARA M ANTHANEYEMPLOYEE$80,255$80,255
DANIEL ZAWADZKIEMPLOYEE$80,095$80,095
LUCIO A FIGUEROAEMPLOYEE$79,667$79,667
MARTY J MICHEFFEMPLOYEE$79,502$79,502
CURTIS P DRACKAEMPLOYEE$79,453$79,453
KEVIN T KOCHEMPLOYEE$78,752$78,752
LAURA B ELVIRAEMPLOYEE$78,520$78,520
DANIEL M SPRATTEMPLOYEE$78,516$78,516
VUKASIN KOPRIVICAEMPLOYEE$77,767$77,767
AMA GYIMAHEMPLOYEE$76,896$76,896
VIRIDIANA ANGUIANOEMPLOYEE$76,591$76,591
PETER BIERNATEMPLOYEE$76,199$76,199
ANTHONY J CLARKEEMPLOYEE$76,197$76,197
JEFFREY W DEWEYEMPLOYEE$75,977$75,977
MARK CAMPOSAGRADOEMPLOYEE$75,872$75,872
LATISHA MCCAINEMPLOYEE$75,784$75,784
PATRICIA R DORANEMPLOYEE$75,747$75,747
MICHAEL I SHEDROFFEMPLOYEE$75,206$75,206
MARK S VIRTELEMPLOYEE$74,571$74,571
JAMES C POWERSEMPLOYEE$74,527$74,527
DANIEL T EWERSEMPLOYEE$74,332$74,332
HELEN A LOZANOEMPLOYEE$74,307$74,307
AUSTIN POPEEMPLOYEE$74,305$74,305
PETER ROSNEREMPLOYEE$73,957$73,957
MARK W. SCHNEIDEREMPLOYEE$73,670$73,670
GEORGE O HANSENEMPLOYEE$73,514$73,514
REBECCA A ZURAWSKIEMPLOYEE$73,276$73,276
STEPHANIE E SANDERSEMPLOYEE$72,528$72,528
EPSTEIN BECKER & GREEN PCSERVICE PROVIDER$72,374$72,374
HUNTER J STEWARTEMPLOYEE$72,267$72,267
PETER NAYMANEMPLOYEE$72,175$72,175
WILLIAM J SCHMITTEMPLOYEE$71,932$71,932
LLOYD E THARELEMPLOYEE$71,657$71,657
THOMAS FORKENBROCKEMPLOYEE$71,568$71,568
JOSEPH M PATONEMPLOYEE$71,262$71,262
JULIANNE POSCHEMPLOYEE$71,074$71,074
ALEXANDER D JAFFRAYEMPLOYEE$71,067$71,067
MICHAEL I CAMPIONEMPLOYEE$70,795$70,795
JONATHAN N ROGERSEMPLOYEE$70,445$70,445
SAMUEL TUTOKYEMPLOYEE$70,373$70,373
MICHAEL J MICHELINIEMPLOYEE$70,304$70,304
JENNIFER M CISMESIAEMPLOYEE$70,198$70,198
LOUIS P MARTIN JREMPLOYEE$70,060$70,060
JEFFREY T ORRENDEREMPLOYEE$69,644$69,644
ALYSSE PIGGOTTEMPLOYEE$69,629$69,629
MICHELLE SCHAEFEREMPLOYEE$69,469$69,469
JON C FELSKEEMPLOYEE$69,453$69,453
ALEXANDER SHKLOVSKYEMPLOYEE$69,124$69,124
MICHAEL L GOELLNEREMPLOYEE$68,897$68,897
ROBERT HALF TECHNOLOGYSERVICE PROVIDER$68,742$68,742
CATHY A BRANEREMPLOYEE$68,499$68,499
YESENIA MACIAS PEREZEMPLOYEE$68,354$68,354
ALONZO MCMATHEMPLOYEE$68,310$68,310
ERIKA M WAGNEREMPLOYEE$68,245$68,245
SYEDA M FATIMAHEMPLOYEE$67,942$67,942
MICHAEL RAKHMANEMPLOYEE$67,230$67,230
SEAN MCEWANEMPLOYEE$66,851$66,851
DANIEL M CLARKEMPLOYEE$66,479$66,479
REQUEST TECHNOLOGY LLCSERVICE PROVIDER$66,092$66,092
DEBBIE BOLDENEMPLOYEE$65,598$65,598
AISHA DHORAJIWALAEMPLOYEE$65,481$65,481
GEORGE F MICHOLSONEMPLOYEE$65,348$65,348
MELISSA HERTELEMPLOYEE$65,181$65,181
TEENA L FRANKLINEMPLOYEE$65,173$65,173
KELLY E SULLIVANEMPLOYEE$64,850$64,850
ABDUL RAHMAN M BAIGEMPLOYEE$64,730$64,730
BENITA PLUMEEMPLOYEE$64,719$64,719
GABRIELLE KOSCHEEMPLOYEE$64,158$64,158
COMO NEGRETEEMPLOYEE$64,120$64,120
MOHAMMAD B SHADMEHREMPLOYEE$63,904$63,904
PAMELA SKUBALEMPLOYEE$63,096$63,096
GREGORY M SLESZYNSKIEMPLOYEE$62,630$62,630
LINDA A DEKELAITAEMPLOYEE$61,224$61,224
JASON CHILDRESSEMPLOYEE$60,834$60,834
SUNDARAVEL GOVINDARAJULUEMPLOYEE$60,637$60,637
KIMBERLY A STREMEMPLOYEE$60,618$60,618
VALERIE DEBORINEMPLOYEE$60,429$60,429
STACEY L SZTYMEMPLOYEE$60,341$60,341
LUCYNA E SADOWSKAEMPLOYEE$60,300$60,300
NANCY B GAHBAUEREMPLOYEE$59,818$59,818
AMBER ALLENEMPLOYEE$59,722$59,722
AARON BOSSENGAEMPLOYEE$59,605$59,605
KRISTY FAFINSKIEMPLOYEE$59,286$59,286
DHAVAL PAREKHEMPLOYEE$59,236$59,236
JOHN YOUNGEMPLOYEE$58,916$58,916
ELEANOR L MARTINEMPLOYEE$58,650$58,650
KYLE D MENDEZEMPLOYEE$58,446$58,446
JILL D GRUVEREMPLOYEE$58,444$58,444
LUCIA E FLORESEMPLOYEE$58,100$58,100
KIMBERLY ANN STEINEMPLOYEE$57,593$57,593
CHRISTINA M POWERSEMPLOYEE$57,588$57,588
JILL ERICKSONEMPLOYEE$57,012$57,012
BRYAN LEGANSKIEMPLOYEE$56,653$56,653
IT HARDWARE PLUS LLCSERVICE PROVIDER$55,634$55,634
HAYDEE HERNANDEZEMPLOYEE$55,313$55,313
EUGENI LOKOTKINEMPLOYEE$55,107$55,107
VAMANA SYSTEMS INCSERVICE PROVIDER$54,988$54,988
FELICE PATTIEMPLOYEE$54,770$54,770
MITCHELL MARTIN INCSERVICE PROVIDER$54,658$54,658
CATHERINE SCHUHEMPLOYEE$54,533$54,533
PATRICIA A. FORNINOEMPLOYEE$54,272$54,272
MARY KOURETASEMPLOYEE$54,144$54,144
ANDRO T VILLACASTINEMPLOYEE$53,850$53,850
ANDREW BOOSEEMPLOYEE$53,587$53,587
DONNA M WATERSEMPLOYEE$53,496$53,496
REBECCA E JENSENEMPLOYEE$53,224$53,224
CHARLES SCHREIBEREMPLOYEE$52,530$52,530
JENNIFER R ORSTROMEMPLOYEE$52,371$52,371
JACQUELINE KOVACSEMPLOYEE$52,094$52,094
THOMAS A. NAVARROEMPLOYEE$52,078$52,078
DONNALYN GULINOEMPLOYEE$52,038$52,038
DONALD FUNKEMPLOYEE$51,757$51,757
MARGARET DETTLOFFEMPLOYEE$51,317$51,317
MEGAN L GUTGSELLEMPLOYEE$51,236$51,236
MARY BETH HARTFORDEMPLOYEE$51,130$51,130
JACQUELINE KITOWSKIEMPLOYEE$50,960$50,960
KARI E SCHOFIELDEMPLOYEE$50,947$50,947
ILEANA ARROYOEMPLOYEE$50,879$50,879
WORK FRIENDLY CONSULTINGSERVICE PROVIDER$50,412$50,412
SARAH D. MAHLEREMPLOYEE$50,398$50,398
VINCENT TUZILEMPLOYEE$50,191$50,191
JUDITHA A SEGHERSEMPLOYEE$50,169$50,169
EVELYN PASCUALEMPLOYEE$50,016$50,016
DEBORAH TANSLEYEMPLOYEE$49,959$49,959
MATTHEW T MILLEREMPLOYEE$49,876$49,876
HEATHER SCHISSELEMPLOYEE$49,802$49,802
BARUCH LOEVSKIEMPLOYEE$49,730$49,730
CHAD E CARTWRIGHTEMPLOYEE$49,677$49,677
GUADALUPE LOPEZEMPLOYEE$49,590$49,590
VICKY L HUNTEMPLOYEE$49,334$49,334
KAMILA ALLENEMPLOYEE$49,282$49,282
KARLA J GENITONIEMPLOYEE$49,155$49,155
JOHN M STRAPKOEMPLOYEE$49,020$49,020
TALENTCRAFT LLCSERVICE PROVIDER$48,923$48,923
KAMAL EL MASLEMEMPLOYEE$48,844$48,844
CAROL A. HURONEMPLOYEE$48,613$48,613
JOSEPH P SCOLAEMPLOYEE$48,544$48,544
MICHAEL RIVERAEMPLOYEE$48,477$48,477
AARON D BROWNEMPLOYEE$48,439$48,439
CHRISTOPHER G BERRYEMPLOYEE$47,974$47,974
ERIC CONTRERASEMPLOYEE$47,958$47,958
CYNTHIA A MCGINNISEMPLOYEE$47,945$47,945
LISA R RICHARDSONEMPLOYEE$47,937$47,937
JENICA A SANTELLAEMPLOYEE$47,857$47,857
KIARA M HAMILTONEMPLOYEE$47,641$47,641
WILLIAM MCGRATHEMPLOYEE$47,443$47,443
NICHOLAS P MORANEMPLOYEE$47,406$47,406
HUBERT D NOWACKIEMPLOYEE$47,375$47,375
KRISTINE HEINTZEMPLOYEE$47,272$47,272
GUY H NOFFKEEMPLOYEE$47,266$47,266
OLIVIA M CASSIDYEMPLOYEE$47,199$47,199
JASCULCA TERMAN STRATEGIC COMMSERVICE PROVIDER$46,808$46,808
NICOLE FAJDICHEMPLOYEE$46,749$46,749
MARIA A CALAFIOREEMPLOYEE$46,103$46,103
TINA ERICKSONEMPLOYEE$45,903$45,903
HEIDE M HOSEINEMPLOYEE$45,591$45,591
BONNIE PAYNEEMPLOYEE$45,303$45,303
FELIKS I SHVABEMPLOYEE$45,280$45,280
JEANINE D WHITEEMPLOYEE$45,147$45,147
JOHN ALIFERISEMPLOYEE$45,140$45,140
JESSE MOSHIEMPLOYEE$45,092$45,092
DARRY B WELLSEMPLOYEE$44,777$44,777
TANEESHA R JACKSONEMPLOYEE$44,652$44,652
JENNIFER RUMOWSKIEMPLOYEE$44,591$44,591
ISAMAR DIAZEMPLOYEE$44,533$44,533
MICHAEL MORRISONEMPLOYEE$44,136$44,136
MELODY L FOLEYEMPLOYEE$43,902$43,902
SULLIVAN HAZELTINE ALLINSON LLCSERVICE PROVIDER$43,678$43,678
ROGETTE M ARMIJOEMPLOYEE$43,657$43,657
CHRISTY PICHARDOEMPLOYEE$43,564$43,564
ALBERT C SARNO IIIEMPLOYEE$43,437$43,437
SVETLANA TABAKEMPLOYEE$43,332$43,332
ANDREW GRIFFINEMPLOYEE$43,190$43,190
VICTOR A MELENDEZEMPLOYEE$42,948$42,948
LUIS R QUINTEROEMPLOYEE$42,869$42,869
TOMASZ WIDELEMPLOYEE$42,393$42,393
KESHEBA S BROWNEMPLOYEE$42,275$42,275
JUSTIN R GOODPASTEREMPLOYEE$42,159$42,159
CATHLEEN HANNAN KENNYEMPLOYEE$41,678$41,678
NELDA J KARASEMPLOYEE$41,579$41,579
KRISTEN A KRISTENSENEMPLOYEE$41,410$41,410
INSIGHT DIRECT USA INCSERVICE PROVIDER$41,335$41,335
LISA FANELLAEMPLOYEE$41,303$41,303
CONCORD TECHNOLOGIESSERVICE PROVIDER$41,179$41,179
DEANNA J SCHAFEREMPLOYEE$40,237$40,237
WIOLETA GOLEBIEWSKAEMPLOYEE$40,052$40,052
NINA PIETRASZEKEMPLOYEE$39,800$39,800
GABRIELLE PILGRIMEMPLOYEE$39,784$39,784
DEREK J SCHNUPPEMPLOYEE$39,686$39,686
UPS MAIL INNOVATIONSSERVICE PROVIDER$39,102$39,102
ROBERT SMITHEMPLOYEE$38,901$38,901
CHRISTOPHER D JONESEMPLOYEE$38,682$38,682
KAREN O BELLINIEMPLOYEE$38,659$38,659
ROBERT S SANTANGELOEMPLOYEE$38,440$38,440
JOSEPH M JOGMENEMPLOYEE$38,352$38,352
BRANDT M SURDYKEMPLOYEE$37,912$37,912
STEPHEN TAOEMPLOYEE$37,680$37,680
ALTEC PRODUCTS LLCSERVICE PROVIDER$37,189$37,189
ELIZABETH TOBEREMPLOYEE$37,104$37,104
TRACY GERHARDTEMPLOYEE$36,903$36,903
GAYLE M HEMPELEMPLOYEE$36,884$36,884
GAIL PRIESTLEYEMPLOYEE$36,695$36,695
SUSAN O CAMPEMPLOYEE$36,020$36,020
TIM KRUMWIEDEEMPLOYEE$35,951$35,951
VANNESSA ROCHAEMPLOYEE$35,735$35,735
JACK WIERSEMPLOYEE$35,275$35,275
BRETT M FARRENKOPFEMPLOYEE$34,813$34,813
CONSTANCE MOLLEDAEMPLOYEE$34,475$34,475
RICARDO SILVAEMPLOYEE$33,983$33,983
DAVID A FANCIULLACCIEMPLOYEE$33,967$33,967
RACHEL N BENDUHAEMPLOYEE$33,716$33,716
ALICIA J WILLIAMSEMPLOYEE$33,642$33,642
FRANK T BLECHSCHMIDTEMPLOYEE$33,421$33,421
AZUBA CORPORATIONSERVICE PROVIDER$33,303$33,303
GASSAN ALRAHIEMPLOYEE$33,298$33,298
NENOS MARMAEMPLOYEE$33,230$33,230
JAMES DEBLASIOEMPLOYEE$33,179$33,179
MARK EVAN PETERSEMPLOYEE$33,121$33,121
JOHN FLOWERSEMPLOYEE$32,852$32,852
GINA GRANDEEMPLOYEE$32,852$32,852
ROSARIO A GUERCIOEMPLOYEE$32,840$32,840
NATALIE V SILVERMANEMPLOYEE$32,723$32,723
ZACHARY BARRETTEMPLOYEE$32,350$32,350
JUSTIN A RATAJCZAKEMPLOYEE$32,132$32,132
MINDSIGHTSERVICE PROVIDER$31,858$31,858
YASSIR JERMOUMIEMPLOYEE$31,637$31,637
LAUREN T MATZIGEMPLOYEE$31,488$31,488
PRAJNA N JANARDHANAEMPLOYEE$31,206$31,206
JOHN D. BEYLEREMPLOYEE$30,744$30,744
FARHA NAAZEMPLOYEE$30,676$30,676
MARGAUX M MAYSEMPLOYEE$30,497$30,497
NICOLE M SHREEVESEMPLOYEE$30,052$30,052
GARY DUNHAMTRUSTEE$30,047$30,047
FNU ISHRAT JAHAN BEGUMEMPLOYEE$30,027$30,027
CHELSEA HUEMPLOYEE$29,998$29,998
RATHNA C RODGERSEMPLOYEE$29,994$29,994
KRISTIN A VILLASENOREMPLOYEE$29,965$29,965
BRIAN G CAMPBELLEMPLOYEE$29,900$29,900
PATRICK W FITTONEMPLOYEE$29,730$29,730
MOTION RECRUITMENT PARTNERS LLCSERVICE PROVIDER$29,210$29,210
MARK ESSINGTONEMPLOYEE$29,199$29,199
SUSAN K WAUGHEMPLOYEE$28,651$28,651
TERENCE KENNEDYEMPLOYEE$28,557$28,557
JOSEPH E BOBLAKEMPLOYEE$28,162$28,162
ERIKA R BARBEREMPLOYEE$27,580$27,580
XALIENT INCSERVICE PROVIDER$27,489$27,489
JENNIFER L DEKETTEMPLOYEE$27,260$27,260
BRIAN HANLONEMPLOYEE$27,199$27,199
ANDREW J GUENTHEREMPLOYEE$27,152$27,152
SARAH M GORTOWSKIEMPLOYEE$26,931$26,931
ANNE C KEALYEMPLOYEE$26,635$26,635
SERVICENOW INCSERVICE PROVIDER$26,270$26,270
ASHLEY R BOLDYGAEMPLOYEE$26,152$26,152
CHRISTINA A HATALAEMPLOYEE$25,925$25,925
GARRY S VANDEVUSSEEMPLOYEE$25,817$25,817
CATHY M. PITZAFERROEMPLOYEE$25,747$25,747
MARK F. ANGERAMETRUSTEE$25,562$25,562
VAN K VOEMPLOYEE$25,392$25,392
JENNIFER A CORLUKAEMPLOYEE$25,009$25,009
TREVOR LAWRENCETRUSTEE$23,027$23,027
HEINZ STRATEGIES LLCSERVICE PROVIDER$22,500$22,500
UX 4SIGHT INCSERVICE PROVIDER$21,458$21,458
EXECUTIVE CONSTRUCTION INCSERVICE PROVIDER$20,449$20,449
W HIGGINS SUBDIVISION MASTER ASSOCSERVICE PROVIDER$20,327$20,327
HALOCK SECURITY LABSSERVICE PROVIDER$20,038$20,038
STOUT RISIUS ROSS LLCSERVICE PROVIDER$19,933$19,933
GARTNER INCSERVICE PROVIDER$19,656$19,656
SOFTWARE ANALYSIS CORPSERVICE PROVIDER$19,235$19,235
SECURITYSCORECARD INCSERVICE PROVIDER$18,106$18,106
SOLIMAR SYSTEMS INCSERVICE PROVIDER$16,721$16,721
NEXTPOINT INCSERVICE PROVIDER$16,442$16,442
JB CONSULTING & ADVISORY GROUP LLCSERVICE PROVIDER$16,047$16,047
OPTOMI LLCSERVICE PROVIDER$15,938$15,938
ALLTECH EXPERTS LLCSERVICE PROVIDER$15,898$15,898
RESOURCESOFT INCSERVICE PROVIDER$15,080$15,080
ACP CREATIVIT LLCSERVICE PROVIDER$14,090$14,090
PLURALSIGHT LLCSERVICE PROVIDER$14,065$14,065
ALIXPARTNERS LLPSERVICE PROVIDER$12,920$12,920
UPSSERVICE PROVIDER$12,382$12,382
CLEO COMMUNICATIONS US LLCSERVICE PROVIDER$12,042$12,042
CHARLES A. WHOBREYTRUSTEE$12,033$12,033
LANDCARE USA LLCSERVICE PROVIDER$11,959$11,959
PARK PLACE TECHNOLOGIES LLCSERVICE PROVIDER$11,953$11,953
ERM SOLUTIONS LLCSERVICE PROVIDER$11,887$11,887
DYNATRACE LLCSERVICE PROVIDER$11,818$11,818
IWCO DIRECTSERVICE PROVIDER$11,784$11,784
RANDSTAD TECHNOLOGIES LLCSERVICE PROVIDER$11,763$11,763
RICHARD K. ELLISTRUSTEE$11,701$11,701
SYNERTECH INCSERVICE PROVIDER$11,318$11,318
ALLIANT INSURANCE SERVICES INCSERVICE PROVIDER$11,154$11,154
KONICA MINOLTA BUSINESS SOLUTIONSSERVICE PROVIDER$11,148$11,148
CROWN CASTLE FIBER LLCSERVICE PROVIDER$10,948$10,948
MILLIMAN INCSERVICE PROVIDER$10,888$10,888
SIERRA ITSSERVICE PROVIDER$10,724$10,724
AMLINGS INTERIOR LANDSCAPESERVICE PROVIDER$10,615$10,615
TALAKAV SOLUTIONS LLCSERVICE PROVIDER$10,195$10,195
MEGAPORT USA INCSERVICE PROVIDER$9,910$9,910
GARY CALDWELLTRUSTEE$9,796$9,796
DILIGENT CORPORATIONSERVICE PROVIDER$9,706$9,706
HITACHI SOLUTIONS AMERICA LTDSERVICE PROVIDER$9,684$9,684
LINKEDIN CORPORATIONSERVICE PROVIDER$9,638$9,638
IMANAGE LLCSERVICE PROVIDER$9,546$9,546
OPEN TEXT INCSERVICE PROVIDER$9,416$9,416
ANDOVER LLCSERVICE PROVIDER$9,410$9,410
KAMERON HARGROVESERVICE PROVIDER$9,326$9,326
RICHARD FITZGERALDSERVICE PROVIDER$9,315$9,315
MARTINA JOSIMOVSKASERVICE PROVIDER$9,298$9,298
KONE INCSERVICE PROVIDER$9,121$9,121
IGLOO INCSERVICE PROVIDER$8,817$8,817
AT&T MOBILITYSERVICE PROVIDER$8,785$8,785
THINKNORTH LLCSERVICE PROVIDER$8,398$8,398
JOSEPH P. GRONEKTRUSTEE$8,349$8,349
CARDINAL COLORGROUPSERVICE PROVIDER$8,243$8,243
AVI-SPL LLCSERVICE PROVIDER$8,096$8,096
HEX TECHNOLOGIES INCSERVICE PROVIDER$8,068$8,068
PROOFPOINTSERVICE PROVIDER$8,056$8,056
VERITEXTSERVICE PROVIDER$7,936$7,936
UNITED STATES ALLIANCE FIRE PROT.SERVICE PROVIDER$7,801$7,801
CYXTERA COMMUNICATIONS LLCSERVICE PROVIDER$7,645$7,645
LEVEL 3 COMMUNICATIONS LLCSERVICE PROVIDER$7,538$7,538
MELISSA DATA CORPORATIONSERVICE PROVIDER$7,479$7,479
KFORCE INCSERVICE PROVIDER$7,304$7,304
ICIMS INCSERVICE PROVIDER$6,880$6,880
BOSSERVICE PROVIDER$6,839$6,839
DROPBOX INCSERVICE PROVIDER$6,660$6,660
AT&T ILLINOISSERVICE PROVIDER$6,637$6,637
STERICYCLE INCSERVICE PROVIDER$6,626$6,626
LEANIX INCSERVICE PROVIDER$6,572$6,572
EXPERTISE SOLUTIONS INCSERVICE PROVIDER$6,300$6,300
HEAP INCSERVICE PROVIDER$6,160$6,160
JENSEN HUGHES INCSERVICE PROVIDER$5,935$5,935
DONOMA SOFTWARESERVICE PROVIDER$5,906$5,906
CONTROLUP INCSERVICE PROVIDER$5,830$5,830
THOMSON REUTERS TAX & ACCOUNTINGSERVICE PROVIDER$5,749$5,749
ZIPRECRUITER INCSERVICE PROVIDER$5,526$5,526
SITECORE USA INCSERVICE PROVIDER$5,456$5,456
ROCKETSCIENCE CORPORATION INCSERVICE PROVIDER$5,114$5,114
LRS LLCSERVICE PROVIDER$5,061$5,061

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $57,902,529
  • Estimated Expense Ratio: 0.120% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$76,903,560$21,261,255$223,080
2023$74,372,352$25,594,985$192,836
2022$52,768,475$6,496,854$1,866,853

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