Who uses Legacy Professionals LLP?

151 retirement plans list Legacy Professionals LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan, Board of Trustees of Mid-America Carpenters Regional Council Pension F, Trustees of the Midwest Operating Engineers Pension Trust Fund and BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund. Most client plans are sponsored in IL, MN and IN.

How many plans does Legacy Professionals LLP serve?

Legacy Professionals LLP serves 151 retirement plans with $125.1B in plan assets and 1,904,148 participants, based on the latest Form 5500 filings through 2024.

What does Legacy Professionals LLP charge?

Plans reported $9.8M in total Schedule C compensation paid to Legacy Professionals LLP. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Legacy Professionals LLP

Matched across 9 name variants in the filings

Legacy Professionals LLP summary

Legacy Professionals LLP appears on 151 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $125.1B in assets for 1,904,148 participants. The median client plan holds $198M. Most client plans are sponsored in IL, MN and IN. The largest clients by plan assets are Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan and Board of Trustees of Mid-America Carpenters Regional Council Pension F. Plans reported $9.8M in direct and indirect compensation paid to Legacy Professionals LLP. The median is $35K per plan.

Participants: 1,904,148
Median plan assets: $198M
Median plan participants: 2,277
Median fees per plan: $35K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Trustees of the National Electrical Benefit Fund	MD	$22.5B	736,031
Trustees of the National Electrical Annuity Plan	MD	$20.7B	195,719
Board of Trustees of Mid-America Carpenters Regional Council Pension F	IL	$6.4B	37,623
Trustees of the Midwest Operating Engineers Pension Trust Fund	IL	$6.0B	31,707
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund	IL	$5.2B	30,331
Board of Trustees of Minnesota Laborers Pension Fund	MN	$3.6B	22,103
Trustees of Pipe Fitters Retirement Fund Local 597	IL	$3.3B	15,220
Pace Industry Union-Management Pension Fund	TN	$3.0B	59,464
Trustees of Pipe Fitters Association Local 597	IL	$2.9B	11,618
National Roofing Industry Pension Fund Wilson-McShane Corporation	MN	$2.4B	33,418
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem	IL	$2.0B	37,703
Trustees of UFCW Unions & Employers Midwest Pension Fund	IL	$2.0B	33,323
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe	MI	$1.8B	13,860
Trustees of the Plumbers Pension Fund, Local 130, U.A.	IL	$1.7B	9,502
Trustees of Central Midwest Regional Council of Carpenters DC Pension	MI	$1.6B	55,172
Loyola University of Chicago Attn Benefits Department	IL	$1.4B	8,752
Board of Trustees Indiana State Council of Carpenters Pension Fund	MI	$1.4B	17,170
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S	CO	$1.3B	67,313
Board of Trustees of Chicago Painters and Decorators Pension FD	IL	$1.2B	6,443
Trustees Electrical Workers Local NO.292 Defined Contribution and 401(k)	MN	$1.2B	6,319
Board of Trustees of Iw Mid-America Pension Plan	IL	$1.1B	9,371
Trustees of Suburban Teamsters of Northern Illinois Pension Fund	IL	$1.0B	10,086
Trustees of Iron Wkers' Mid-America Supplemental	IL	$892M	7,052
Trustees of IBEW Local 613 Defined Contribution Pension Plan	GA	$888M	7,553

Trustees of the National Electrical Benefit Fund$22.5B
MDParticipants 736,031
Trustees of the National Electrical Annuity Plan$20.7B
MDParticipants 195,719
Board of Trustees of Mid-America Carpenters Regional Council Pension F$6.4B
ILParticipants 37,623
Trustees of the Midwest Operating Engineers Pension Trust Fund$6.0B
ILParticipants 31,707
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund$5.2B
ILParticipants 30,331
Board of Trustees of Minnesota Laborers Pension Fund$3.6B
MNParticipants 22,103
Trustees of Pipe Fitters Retirement Fund Local 597$3.3B
ILParticipants 15,220
Pace Industry Union-Management Pension Fund$3.0B
TNParticipants 59,464
Trustees of Pipe Fitters Association Local 597$2.9B
ILParticipants 11,618
National Roofing Industry Pension Fund Wilson-McShane Corporation$2.4B
MNParticipants 33,418
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem$2.0B
ILParticipants 37,703
Trustees of UFCW Unions & Employers Midwest Pension Fund$2.0B
ILParticipants 33,323
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe$1.8B
MIParticipants 13,860
Trustees of the Plumbers Pension Fund, Local 130, U.A.$1.7B
ILParticipants 9,502
Trustees of Central Midwest Regional Council of Carpenters DC Pension$1.6B
MIParticipants 55,172
Loyola University of Chicago Attn Benefits Department$1.4B
ILParticipants 8,752
Board of Trustees Indiana State Council of Carpenters Pension Fund$1.4B
MIParticipants 17,170
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S$1.3B
COParticipants 67,313
Board of Trustees of Chicago Painters and Decorators Pension FD$1.2B
ILParticipants 6,443
Trustees Electrical Workers Local NO.292 Defined Contribution and 401(k)$1.2B
MNParticipants 6,319
Board of Trustees of Iw Mid-America Pension Plan$1.1B
ILParticipants 9,371
Trustees of Suburban Teamsters of Northern Illinois Pension Fund$1.0B
ILParticipants 10,086
Trustees of Iron Wkers' Mid-America Supplemental$892M
ILParticipants 7,052
Trustees of IBEW Local 613 Defined Contribution Pension Plan$888M
GAParticipants 7,553

Top client states

IL69 plans
MN26 plans
IN15 plans
FL11 plans
MI9 plans

Frequently asked questions

Who uses Legacy Professionals LLP?: 151 retirement plans list Legacy Professionals LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan, Board of Trustees of Mid-America Carpenters Regional Council Pension F, Trustees of the Midwest Operating Engineers Pension Trust Fund and BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund. Most client plans are sponsored in IL, MN and IN.
How many plans does Legacy Professionals LLP serve?: Legacy Professionals LLP serves 151 retirement plans with $125.1B in plan assets and 1,904,148 participants, based on the latest Form 5500 filings through 2024.
What does Legacy Professionals LLP charge?: Plans reported $9.8M in total Schedule C compensation paid to Legacy Professionals LLP. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served151+3 YoYRank #140 of mapped providers

Assets under administration$125.1B0.1%Rank #121 by share of filed assets

Fees received$10MMedian $34,750/planSum across Schedule C direct + indirect

Net wins YoY+110 won - 9 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 Legacy Professionals LLP 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

Fund lineups on plans this firm keeps

Search these plans

Large plans that name Legacy Professionals as recordkeeper and list their funds in their filing.

Plans

$36.4M in funds

In collective trusts

36%

average plan

In Legacy Professionals funds

average plan

In index funds

55%

average plan

Top managers in these lineups

Manager	Plans
Fidelity (FMR)	1
PIMCO (Allianz)	1
Northern Trust	1
American Realty Advisors	1
MFS (Sun Life)	1

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.