Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 1 in 2023
Providers › Mariner Institutional LLC
Mariner Institutional LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $283,435
Assets of those plans
$2,442,448,844
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$283,435
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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 16 | Consulting (general) | 2 |
| 50 | Direct payment from the plan | 2 |
| 70 | Consulting fees | 1 |
| 99 | Other fees | 1 |
| 49 | Other services | 1 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wisconsin Neca-ibew Retirement Plan | Trustees of Wisconsin Neca-ibew | $715,237,668 | 2,856 | $21,750 |
| Electrical Workers Local Union 159 Retirement Plan | Board of Trustees of the Electrical Workers Local Union 159 Retirement | $432,969,821 | 1,805 | $20,625 |
| The Infirmary 401(k) Plan | Infirmary Health System | $372,242,420 | 5,430 | $14,210 |
| Matthews International Corporation 401(k) Plan | Matthews International | $353,415,811 | 4,185 | $64,647 |
| Green Bay Electrical Workers Pension Plan | Green Bay Electrical Workers | $176,234,033 | 924 | $24,000 |
| Borland-groover Clinic, P.A. Profit Sharing Plan and Trust | Borland-groover Clinic | $127,005,642 | 965 | $13,750 |
| Peppermill Casinos, Inc. Retirement Plan | Peppermill Casinos | $84,726,531 | 1,748 | $54,879 |
| Plumbers and Pipefitters Local 168 Retirement Plan | Plumbers and Pipefitters Local 168 Retirement Plan | $74,896,372 | 1,595 | $32,000 |
| Wisconsin Sheet Metal Workers 401(k) Profit Sharing Plan | Board of Trustees of the Wisconsin Sheet | $61,374,375 | 1,202 | $17,625 |
| Mears Destination Services, Inc. 401(k) Savings Plan | Mears Destination Services | $24,544,394 | 533 | $18,239 |
| Ron Jon Savings and Investment Plan | Ron Jon Surf Shop of FLA. | $19,801,777 | 137 | $1,710 |
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.