Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Benesys, Inc.
Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 22 in 2023
Assets of those plans
$7,046,547,546
0.09% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,259,293
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 19 |
| 13 | Contract administrator | 16 |
| 15 | Recordkeeping and information management | 11 |
| 14 | Plan administrator | 9 |
| 10 | Accounting (including auditing) | 5 |
| 12 | Claims processing | 5 |
| 36 | Copying and duplicating | 5 |
| 38 | Participant communication | 4 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan | Board of Trustees of Smart Sheet Metal Workers Local 104 SUP Pension | $1,288,976,820 | 9,367 | $376,818 |
| Eighth District Electrical Pension Fund Annuity Plan | Board of Trustees Eighth District Electrical Pension | $1,127,663,414 | 23,721 | $292,498 |
| IBEW Local No. 58 Annuity Fundrecordkeeper | Board of Trustees of the IBEW Local No. 58 Annuity Fund | $919,372,986 | 6,150 | $7,182 |
| U. A. Local No. 393 Defined Contribution Plan | Board of Trustees of the U.A. Local No. 393 Defined Contribution Plan | $772,040,286 | 3,349 | $207,386 |
| Arizona Pipe Trades Defined Contribution Pension Plan | Board of Trustees Arizona Pipe Trades DC Pension Plan | $461,206,085 | 9,484 | $296,307 |
| Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan | Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan | $391,714,648 | 2,993 | $37,990 |
| Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan | Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan | $345,750,957 | 3,346 | $243,355 |
| Pipefitters Local No 636 Defined Contribution Retirement Trust and Planrecordkeeper | Pipefitters Local 636 Defined Contribution Retirement Trust | $281,540,061 | 3,387 | $242,163 |
| National Electrical 401(k) Planrecordkeeper | Trustees of the National Electrical 401(k) Plan | $141,177,772 | 3,201 | $151,101 |
| Toc-woodworkers, IAM Defined Contribution Plan and Trustrecordkeeper | Board of Trustees Toc-woodworkers IAM Defined | $141,131,710 | 3,944 | $138,639 |
| Sheet Metal Workers Local Union No. 80 Annuity Fundrecordkeeper | Trustees of Sheet Metal Workers' Local Union No 80 Annuity | $129,507,566 | 1,839 | $17,481 |
| Steamfitters and Plumbers Local Union No 464 401(k) Planrecordkeeper | Steamfitters and Plumbers Local Union No 464 401(k) Plan | $110,296,050 | 1,623 | $66,228 |
| Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust Fund | Southern NV & CA Glaziers Fabricators Painters & Floorcoverers Pensio | $109,441,410 | 8,658 | $169,532 |
| U.A. Locals No. 375 and 367 Supplemental Trust | Board of Trustees U.A. Locals 375/367 Supplemental Pension Trust | $102,422,270 | 2,295 | $56,136 |
| Cornell-hart Pension Plan | Board of Trustees Cornell-hart Pension Plan | $101,921,227 | 1,793 | $42,060 |
| Plumbers Local No 98 Defined Contribution Pension Planrecordkeeper | Joint Board of Trustee Plumbers 98 Defined Contribution Pension Plan | $83,879,688 | 1,648 | $114,939 |
| Labor Unions 401k Plan | Board of Trustees Labor Unions 401(k) Plan | $73,701,109 | 3,614 | $392,590 |
| International Union of Operating Engineers Local 324 Retirement Trust Fundrecordkeeper | Board of Trustees Iuoe Local 324 Retirement Trust Fund | $70,335,457 | 1,435 | $52,430 |
| Cascade Pension Trust 401(k) Plan | Board of Trustees Cascade Pension Trust 401(k)plan | $69,685,986 | 1,278 | $17,729 |
| UA Local 190 Defined Contribution Planrecordkeeper | Joint Board of Trustees of the UA Local 190 Defined Contribution Plan | $69,246,838 | 1,960 | $14,726 |
| Inlandboatmen's Union of the Pacific National 401(k) Plan | Board of Trustees IBU of the Pacific National Pension | $68,863,913 | 612 | $33,939 |
| Western States 401(k) Retirement Fund of the Opeiu | Western States 401(k) Retirement Fund of the Opeiu Board of Trustees | $68,624,575 | 1,505 | $119,380 |
| Solano/napa Counties Electrical Workers Profit Sharing Plan | Board of Trustees of Solano/napa Counties Electrical Workers Profit | $50,923,452 | 824 | $67,011 |
| Michigan Glass and Glazing Industry Defined Contribution Planrecordkeeper | Board of Trustees of the MI Glass & Glazing Industry DC | $29,374,806 | 742 | $43,791 |
| Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Planrecordkeeper | Plumbers Pipefitters & Mechanical Equipment Service Local Union 392 | $26,064,310 | 1,791 | $50,962 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.