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Segall Bryant & Hamill

Matched across 31 name variants in the filings

Segall Bryant & Hamill summary

Segall Bryant & Hamill appears on 103 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $69.1B in assets for 754,206 participants. The median client plan holds $162M. Most client plans are sponsored in NJ, IL and CA. The largest clients by plan assets are Board of Trustees Eastern Atlantic States Carpenters Pension Fund, Cox Enterprises, Inc. and Mars, Incorporated. Plans reported $8.5M in direct and indirect compensation paid to Segall Bryant & Hamill. The median is $45K per plan.

Participants
754,206
Median plan assets
$162M
Median plan participants
2,511
Median fees per plan
$45K
Schedule C direct + indirect

Top 25 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
Cox Enterprises, Inc.GA$7.6B50,511
Mars, IncorporatedNJ$5.3B26,284
Ameren CorporationMO$4.8B19,176
Valero Energy CorporationTX$2.9B11,844
Automobile Club of So CaliforniaCA$2.7B24,697
Board of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters PeMI$1.8B13,860
Teamsters Joint Council No. 83 of Virginia Pension FundVA$1.7B7,683
The Cultural Institutions Retirement SystemNY$1.7B24,316
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 001PA$1.6B24,970
Central Maine Power CompanyCT$1.6B8,230
Board of Trustees, Sheet Metal Workers' Pension PlanCA$1.6B11,699
Avangrid Management Company LLCCT$1.6B7,889
Board of Trustees of Central Laborers' Pension FundIL$1.6B16,759
Board of Trustees, Felra & UFCW PensionMD$1.4B38,136
Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American SCO$1.3B67,313
Board of Trustees Michigan Laborers' Pension FundMI$1.3B28,837
Operating Engineers Local No. 825 Pension FundNJ$1.2B11,674
Trustees of Wisconsin Laborers' Pension FundWI$1.1B11,411
Trustees UFCW Local 1262 Pension FundNJ$1.1B25,203
Board of Trustees, Meba Pension Trust-Defined Benefit PlanMD$985M5,559
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Board of Trustees of UFCW Local 655, Food Employers Joint Pension PlanMO$818M18,731
Joint Board of Trustees of the Drivers and Helpers Local No. 355MD$796M4,158
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 009PA$790M7,791

Top client states

  • NJ11 plans
  • IL10 plans
  • CA9 plans
  • NY9 plans
  • MD8 plans

Frequently asked questions

Who uses Segall Bryant & Hamill?
103 retirement plans list Segall Bryant & Hamill 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, Cox Enterprises, Inc., Mars, Incorporated, Ameren Corporation and Valero Energy Corporation. Most client plans are sponsored in NJ, IL and CA.
How many plans does Segall Bryant & Hamill serve?
Segall Bryant & Hamill serves 103 retirement plans with $69.1B in plan assets and 754,206 participants, based on the latest Form 5500 filings through 2024.
What does Segall Bryant & Hamill charge?
Plans reported $8.5M in total Schedule C compensation paid to Segall Bryant & Hamill. The median plan paid $45K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served103-6 YoYRank #178 of mapped providers
Assets under administration$69.1B0.1%Rank #220 by share of filed assets
Fees received$9MMedian $44,798/planSum across Schedule C direct + indirect
Net wins YoY-49 won - 13 lostPlan-level switch detection

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