Who uses Horizon Actuarial Services, LLC?

109 retirement plans list Horizon Actuarial Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the CPF of the IUOE and Participating Employers, Trustees of the National Electrical Benefit Fund, Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees-New York State Nurses Association Pension Plan and Board of Trustees, So CA UFCW Unions & Food Employers. Most client plans are sponsored in CA, NY and FL.

How many plans does Horizon Actuarial Services, LLC serve?

Horizon Actuarial Services, LLC serves 109 retirement plans with $161.1B in plan assets and 3,122,768 participants, based on the latest Form 5500 filings through 2024.

What does Horizon Actuarial Services, LLC charge?

Plans reported $17.1M in total Schedule C compensation paid to Horizon Actuarial Services, LLC. The median plan paid $87K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Horizon Actuarial Services, LLC

Matched across 21 name variants in the filings

Horizon Actuarial Services, LLC summary

Horizon Actuarial Services, LLC appears on 109 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $161.1B in assets for 3,122,768 participants. The median client plan holds $237M. Most client plans are sponsored in CA, NY and FL. The largest clients by plan assets are Board of Trustees of the CPF of the IUOE and Participating Employers, Trustees of the National Electrical Benefit Fund and Board of Trustees of the Western States Carpenters Pension Trust. Plans reported $17.1M in direct and indirect compensation paid to Horizon Actuarial Services, LLC. The median is $87K per plan.

Participants: 3,122,768
Median plan assets: $237M
Median plan participants: 2,821
Median fees per plan: $87K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees of the CPF of the IUOE and Participating Employers	DC	$27.4B	233,478
Trustees of the National Electrical Benefit Fund	MD	$22.5B	736,031
Board of Trustees of the Western States Carpenters Pension Trust	CA	$14.5B	178,331
Board of Trustees-New York State Nurses Association Pension Plan	NY	$6.6B	47,291
Board of Trustees, So CA UFCW Unions & Food Employers	CA	$6.5B	199,927
Board of Trustees Screen Actors Guild - Producers	CA	$6.1B	65,754
BD of Trustees UFCW Consolidated Pension Fund	GA	$6.0B	337,777
Board of Trustees, Pension Trust Fund for Operating	CA	$5.9B	46,443
Board of Trustees of Nycdcc Pension Fund	NY	$5.4B	30,149
Pension Committee of MLB Players Benefit Plan	MD	$4.8B	10,051
Board of Trustees,construction Laborers Pension Trust for Southern Cal	CA	$4.2B	43,125
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Board of Trustees, Aftra Retirement Plan	NY	$3.1B	45,462
Trustees of NYS Teamsters Conference	NY	$2.9B	32,032
Board of Trustees, UFCW No. California Employers Joint Pension Plan	CA	$2.9B	136,045
National Roofing Industry Pension Fund Wilson-McShane Corporation	MN	$2.4B	33,418
Board of Trustees of the Twin City Carpenters and Joiners Pension Fund	MN	$2.2B	18,202
BD of Trustees-Legacy Plan of the National Retirement Fund	NY	$2.0B	176,183
Joint Board of Trustees Operating Engineers Local 324	MI	$1.9B	21,246
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Teamsters Joint Council No. 83 of Virginia Pension Fund	VA	$1.7B	7,683
Board of Trustees, Southern California IBEW-Neca	CA	$1.6B	18,310
Pension Plan of Local 464A	NJ	$1.4B	22,307
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S	CO	$1.3B	67,313
Electrical Workers Local No 26 Pension Trust Fund	MD	$1.2B	14,495

Board of Trustees of the CPF of the IUOE and Participating Employers$27.4B
DCParticipants 233,478
Trustees of the National Electrical Benefit Fund$22.5B
MDParticipants 736,031
Board of Trustees of the Western States Carpenters Pension Trust$14.5B
CAParticipants 178,331
Board of Trustees-New York State Nurses Association Pension Plan$6.6B
NYParticipants 47,291
Board of Trustees, So CA UFCW Unions & Food Employers$6.5B
CAParticipants 199,927
Board of Trustees Screen Actors Guild - Producers$6.1B
CAParticipants 65,754
BD of Trustees UFCW Consolidated Pension Fund$6.0B
GAParticipants 337,777
Board of Trustees, Pension Trust Fund for Operating$5.9B
CAParticipants 46,443
Board of Trustees of Nycdcc Pension Fund$5.4B
NYParticipants 30,149
Pension Committee of MLB Players Benefit Plan$4.8B
MDParticipants 10,051
Board of Trustees,construction Laborers Pension Trust for Southern Cal$4.2B
CAParticipants 43,125
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Board of Trustees, Aftra Retirement Plan$3.1B
NYParticipants 45,462
Trustees of NYS Teamsters Conference$2.9B
NYParticipants 32,032
Board of Trustees, UFCW No. California Employers Joint Pension Plan$2.9B
CAParticipants 136,045
National Roofing Industry Pension Fund Wilson-McShane Corporation$2.4B
MNParticipants 33,418
Board of Trustees of the Twin City Carpenters and Joiners Pension Fund$2.2B
MNParticipants 18,202
BD of Trustees-Legacy Plan of the National Retirement Fund$2.0B
NYParticipants 176,183
Joint Board of Trustees Operating Engineers Local 324$1.9B
MIParticipants 21,246
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Teamsters Joint Council No. 83 of Virginia Pension Fund$1.7B
VAParticipants 7,683
Board of Trustees, Southern California IBEW-Neca$1.6B
CAParticipants 18,310
Pension Plan of Local 464A$1.4B
NJParticipants 22,307
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S$1.3B
COParticipants 67,313
Electrical Workers Local No 26 Pension Trust Fund$1.2B
MDParticipants 14,495

Top client states

CA23 plans
NY20 plans
FL13 plans
IL7 plans
TN7 plans

Frequently asked questions

Who uses Horizon Actuarial Services, LLC?: 109 retirement plans list Horizon Actuarial Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the CPF of the IUOE and Participating Employers, Trustees of the National Electrical Benefit Fund, Board of Trustees of the Western States Carpenters Pension Trust, Board of Trustees-New York State Nurses Association Pension Plan and Board of Trustees, So CA UFCW Unions & Food Employers. Most client plans are sponsored in CA, NY and FL.
How many plans does Horizon Actuarial Services, LLC serve?: Horizon Actuarial Services, LLC serves 109 retirement plans with $161.1B in plan assets and 3,122,768 participants, based on the latest Form 5500 filings through 2024.
What does Horizon Actuarial Services, LLC charge?: Plans reported $17.1M in total Schedule C compensation paid to Horizon Actuarial Services, LLC. The median plan paid $87K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served109+9 YoYRank #195 of mapped providers

Assets under administration$161.1B0.1%Rank #103 by share of filed assets

Fees received$17MMedian $86,873/planSum across Schedule C direct + indirect

Net wins YoY-25 won - 7 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full Horizon Actuarial Services, LLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

Try Pro free See pricing