Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Verus
Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 21 in 2023
Assets of those plans
$7,328,546,890
0.09% 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
$1,047,972
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 |
|---|---|---|
| 27 | Investment advisory (plan) | 18 |
| 50 | Direct payment from the plan | 14 |
| 17 | Consulting (pension) | 5 |
| 16 | Consulting (general) | 4 |
| 51 | Investment management fees paid directly by plan | 2 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Hanford Operations and Engineering Investment Plan | Hanford Pension and Savings Plans Committee | $1,306,255,349 | 5,512 | $73,836 |
| Hanford Contractors Multi-employer Savings Plan for Hamtc Represented Employees | Hanford Pension and Savings Plans Committee | $710,309,018 | 3,883 | $50,168 |
| Confluence Health 401(k) Plan | Confluence Health | $697,113,412 | 4,574 | $43,333 |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western WA U.A. Supplemental Pension Plan | $661,120,477 | 6,354 | $52,500 |
| 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates | Moss Adams | $633,512,646 | 5,991 | $42,047 |
| Puget Sound Electrical Workers 401(k) Savings Plan | Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan | $622,308,825 | 8,061 | $27,083 |
| Moss Adams LLP Profit Sharing 401(k) Plan-partners and Principals | Moss Adams | $480,515,654 | 489 | $42,047 |
| Arizona Pipe Trades Defined Contribution Pension Plan | Board of Trustees Arizona Pipe Trades DC Pension Plan | $461,206,085 | 9,484 | $172,396 |
| Retirement Plan of the IBEW Local 76 Retirement Trust | Board of Trustees Retirement Plan of the IBEW | $253,879,470 | 2,582 | $53,500 |
| United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan | Board of Trustees U.A. Union Local No. 290 Plumber | $235,617,418 | 3,115 | $39,345 |
| Westfield, LLC 401(k) Plan | Westfield | $230,232,515 | 1,096 | $64,167 |
| Uchealth 403(b) Plan | University of Colorado Health | $208,940,313 | 8,782 | $26,250 |
| 401(k) Savings Plan for Employees of Seattle Times Company and Subsidiaries | Seattle Times | $155,075,737 | 893 | $45,750 |
| U.A. Local No. 447 Defined Contribution Plan and Trust | Board of Trustees U.A. Local No. 447 Defined | $123,107,650 | 0 | $22,000 |
| 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 | $25,000 |
| Sheet Metal Workers' Local 88 401(k) Plan | Board of Trustees | $80,121,434 | 2,001 | $58,300 |
| Inlandboatmen's Union of the Pacific National 401(k) Plan | Board of Trustees IBU of the Pacific National Pension | $68,863,913 | 612 | $40,000 |
| 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 | $58,250 |
| U. A. Local NOS. 343 & 355 Defined Contribution Plan | Board of Trustees of U.A. Local 343 Pension Trust Fund | $68,587,260 | 1,446 | $27,500 |
| IND Acct Plan for the Oregon Sheet Metal Workers | BOT - Oregon Sheet Metal Workers Master Retirement Trust | $62,705,995 | 1,393 | $17,000 |
| Solano/napa Counties Electrical Workers Profit Sharing Plan | Board of Trustees of Solano/napa Counties Electrical Workers Profit | $50,923,452 | 824 | $22,500 |
| Utah Laborers Annuity Plan | Board of Trustees Utah Laborers Annuity Trust Fund | $47,103,422 | 1,885 | $45,000 |
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.