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CS McKee

Matched across 11 name variants in the filings

CS McKee at a glance

CS McKee appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.2B in assets for 373,874 participants. The median client plan holds $495M. Most client plans are sponsored in PA, NY and WV. The largest clients by plan assets are Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Board of Trustees, So CA UFCW Unions & Food Employers and Board of Trustees Eastern Atlantic States Carpenters Annuity Fund. Plans reported $3.4M in direct and indirect compensation paid to CS McKee, a median of $130K per plan.

Participants
373,874
Median plan assets
$495M
Median plan participants
5,031
Median fees per plan
$130K
Schedule C direct + indirect

Top 20 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees Eastern Atlantic States Carpenters Pension FundPA$7.8B65,862
Board of Trustees, So CA UFCW Unions & Food EmployersCA$6.5B199,927
Board of Trustees Eastern Atlantic States Carpenters Annuity FundPA$2.4B33,816
International Union of Operting Eng. Pen Fund of E.pennsylvania and DePA$1.2B7,255
Board of Trustees of the Painting Industry Annuity FundNY$965M8,541
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Board of Trustees of Steamfitters Local Union No. 420 Pension PlanPA$724M5,302
I.B.E.W. Board of Trustees for Local 357 Pension TrustNV$608M4,996
West Virginia Laborers Pension Trust FundWV$570M7,245
Board of Trustees Steamfitters Industry Pension FundNY$495M3,945
Employer - Teamsters Local Nos 175 & 505 Pension Trust FundWV$494M5,065
SW OH Regional Council of CarpentersMI$443M5,504
Board of Trustees of Warehouse Employees Local No. 730 Pension Trust FMD$275M1,882
Board of Trustees General Building Local 66 Pension FundNY$218M2,073
Board of Trustees of U.A. Local 38 Trust FundsCA$211M2,230
Laborers District Council Pension and Disability Trust Fund No. 2MD$162M4,620
Local 1102 Retirement TrustNY$83.1M4,356
Plumbers & Pipefitters Local 152 Pension Trust FundWV$81.9M525
Board of Trustees Ironworkers Local 597 Pension PlanTN$33.0M422
Greater Pennsylvania Carpenters' Pension FundPA$00

Top client states

  1. PA6 plans
  2. NY4 plans
  3. WV3 plans
  4. CA2 plans
  5. MD2 plans

Frequently asked questions

Who uses CS McKee?
20 retirement plans list CS McKee as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Board of Trustees, So CA UFCW Unions & Food Employers, Board of Trustees Eastern Atlantic States Carpenters Annuity Fund, International Union of Operting Eng. Pen Fund of E.pennsylvania and De and Board of Trustees of the Painting Industry Annuity Fund. Most client plans are sponsored in PA, NY and WV.
How many plans does CS McKee serve?
CS McKee serves 20 retirement plans with $24.2B in plan assets and 373,874 participants, based on the latest Form 5500 filings through 2024.
What does CS McKee charge?
Plans reported $3.4M in total Schedule C compensation paid to CS McKee. The median plan paid $130K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served20+11 YoYRank #1617 of mapped providers
Assets under administration$24.2B0.0%Share of filed assets - rank #3696
Fees received$3MMedian $130,280/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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