Plans listing this provider
259
0.46% of the 56,420 plans with Schedule H financials; 264 in 2023
Providers › Milliman, Inc.
Milliman, Inc.
- Service provider, as named on Schedule C
- EIN 910675641
- Plan year 2024
- Direct compensation reported $29,984,427
Assets of those plans
$57,405,069,326
0.74% of all Schedule H plan assets
Plans where it is the recordkeeper
238
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$91.82
across 235 plans that pay it 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 235 |
| 50 | Direct payment from the plan | 229 |
| 64 | Recordkeeping fees | 189 |
| 37 | Participant loan processing | 169 |
| 38 | Participant communication | 107 |
| 36 | Copying and duplicating | 85 |
| 17 | Consulting (pension) | 82 |
| 59 | Shareholder servicing fees | 82 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Savings Plan | Providence Health & Services | $10,074,085,187 | 108,009 | $375,804 |
| Providence Health & Services 403(b) Value Plan | Providence Health & Services | $6,549,168,562 | 60,131 | $180,810 |
| ST. Joseph and Covenant Health Systems 401(k) Plan | St.joseph Health System | $4,467,645,907 | 38,816 | $143,534 |
| Dillard's, Inc. Investment & Employee Stock Ownership Planrecordkeeper | Dillard’s | $3,003,997,060 | 36,958 | $1,900,218 |
| Milliman Profit Sharing and Retirement Planrecordkeeper | Milliman Financial Risk Management | $2,120,215,249 | 5,272 | $16,570 |
| Commercial Metals Companies Retirement Planrecordkeeper | Commercial Metals | $1,464,431,164 | 10,583 | $185,893 |
| Heartland Dental 401k and Stock Participation Plan | Heartland Dental | $1,136,729,226 | 27,330 | $40,000 |
| Conduent Savings Plan | Conduent Business Services | $1,010,702,405 | 19,434 | $36,283 |
| Health First Retirement Savings Planrecordkeeper | Health First Shared Services | $903,003,522 | 10,339 | $793,982 |
| Royal Caribbean Cruises Ltd. RET. Savings Planrecordkeeper | Royal Caribbean Cruises | $787,215,333 | 6,217 | $577,137 |
| Northwest Carpenters Individual Account Pension Planrecordkeeper | Board of Trustees Northwest Carpenters Individual Account Pension PLA | $707,774,881 | 21,140 | $1,032,146 |
| Randstad North America 401(k) Planrecordkeeper | Randstad North America | $674,291,248 | 10,511 | $827,563 |
| Western Washington U.A. Supplemental Pension Planrecordkeeper | Board of Trustees of the Western WA U.A. Supplemental Pension Plan | $661,120,477 | 6,354 | $420,401 |
| Fish & Richardson Profit Sharing - 401(k) Planrecordkeeper | Fish & Richardson | $641,002,178 | 1,446 | $74,174 |
| Quarles & Brady LLP Retirement Plan | Quarles & Brady | $594,261,743 | 1,511 | $16,822 |
| Dakotas Areawide Ibew-neca Savings and Retirement Plan | Board of Trustees of Dakotas Areawide Ibew-neca Savings and Retirement | $583,155,537 | 4,438 | $36,000 |
| Greenheck Fan Corporation 401(k) & Savings Planrecordkeeper | Greenheck Fan | $578,891,061 | 5,586 | $495,037 |
| Janus 401(k) and Employee Stock Ownership Plan | Janus Capital Group | $544,769,954 | 1,714 | $7,461 |
| Veterans United Home Loans 401(k) Planrecordkeeper | Mortgage Research Center | $484,592,646 | 5,293 | $465,639 |
| Columbia Sportswear Company 401(k) Planrecordkeeper | Columbia Sportswear | $462,060,993 | 5,263 | $344,254 |
| Shannon Medical Center 401(k) Savings and Retirement Planrecordkeeper | Shannon Medical Center | $460,772,377 | 5,503 | $481,269 |
| Love's and Affiliated Companies 401(k) Savings Planrecordkeeper | Love's Travel Stops & Country Stores | $431,096,017 | 8,910 | $627,030 |
| CMS Savings Plan and Trustrecordkeeper | Covenant Management Systems | $414,185,481 | 2,460 | $297,517 |
| Weekley Homes 401(k) Planrecordkeeper | Weekley Homes | $413,224,741 | 2,191 | $294,479 |
| Chickasaw Nation Governmental Enterprises 401(k) Planrecordkeeper | Chickasaw Nation | $382,896,022 | 8,889 | $210,462 |
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.