401k Record

Providers › Benesys, Inc.

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.

Services reported

Service codeMeaningPlans
50Direct payment from the plan19
13Contract administrator16
15Recordkeeping and information management11
14Plan administrator9
10Accounting (including auditing)5
12Claims processing5
36Copying and duplicating5
38Participant communication4

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Smart, Sheet Metal Workers Local No. 104 Supplemental Pension PlanBoard of Trustees of Smart Sheet Metal Workers Local 104 SUP Pension $1,288,976,8209,367$376,818
Eighth District Electrical Pension Fund Annuity PlanBoard of Trustees Eighth District Electrical Pension $1,127,663,41423,721$292,498
IBEW Local No. 58 Annuity FundrecordkeeperBoard of Trustees of the IBEW Local No. 58 Annuity Fund $919,372,9866,150$7,182
U. A. Local No. 393 Defined Contribution PlanBoard of Trustees of the U.A. Local No. 393 Defined Contribution Plan $772,040,2863,349$207,386
Arizona Pipe Trades Defined Contribution Pension PlanBoard of Trustees Arizona Pipe Trades DC Pension Plan $461,206,0859,484$296,307
Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) PlanPlumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan $391,714,6482,993$37,990
Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanBoard of Trustees Iuoe Local 399 Deferred Compensation Savings Plan $345,750,9573,346$243,355
Pipefitters Local No 636 Defined Contribution Retirement Trust and PlanrecordkeeperPipefitters Local 636 Defined Contribution Retirement Trust $281,540,0613,387$242,163
National Electrical 401(k) PlanrecordkeeperTrustees of the National Electrical 401(k) Plan $141,177,7723,201$151,101
Toc-woodworkers, IAM Defined Contribution Plan and TrustrecordkeeperBoard of Trustees Toc-woodworkers IAM Defined $141,131,7103,944$138,639
Sheet Metal Workers Local Union No. 80 Annuity FundrecordkeeperTrustees of Sheet Metal Workers' Local Union No 80 Annuity $129,507,5661,839$17,481
Steamfitters and Plumbers Local Union No 464 401(k) PlanrecordkeeperSteamfitters and Plumbers Local Union No 464 401(k) Plan $110,296,0501,623$66,228
Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust FundSouthern NV & CA Glaziers Fabricators Painters & Floorcoverers Pensio $109,441,4108,658$169,532
U.A. Locals No. 375 and 367 Supplemental TrustBoard of Trustees U.A. Locals 375/367 Supplemental Pension Trust $102,422,2702,295$56,136
Cornell-hart Pension PlanBoard of Trustees Cornell-hart Pension Plan $101,921,2271,793$42,060
Plumbers Local No 98 Defined Contribution Pension PlanrecordkeeperJoint Board of Trustee Plumbers 98 Defined Contribution Pension Plan $83,879,6881,648$114,939
Labor Unions 401k PlanBoard of Trustees Labor Unions 401(k) Plan $73,701,1093,614$392,590
International Union of Operating Engineers Local 324 Retirement Trust FundrecordkeeperBoard of Trustees Iuoe Local 324 Retirement Trust Fund $70,335,4571,435$52,430
Cascade Pension Trust 401(k) PlanBoard of Trustees Cascade Pension Trust 401(k)plan $69,685,9861,278$17,729
UA Local 190 Defined Contribution PlanrecordkeeperJoint Board of Trustees of the UA Local 190 Defined Contribution Plan $69,246,8381,960$14,726
Inlandboatmen's Union of the Pacific National 401(k) PlanBoard of Trustees IBU of the Pacific National Pension $68,863,913612$33,939
Western States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retirement Fund of the Opeiu Board of Trustees $68,624,5751,505$119,380
Solano/napa Counties Electrical Workers Profit Sharing PlanBoard of Trustees of Solano/napa Counties Electrical Workers Profit $50,923,452824$67,011
Michigan Glass and Glazing Industry Defined Contribution PlanrecordkeeperBoard of Trustees of the MI Glass & Glazing Industry DC $29,374,806742$43,791
Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement PlanrecordkeeperPlumbers Pipefitters & Mechanical Equipment Service Local Union 392 $26,064,3101,791$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.