265 retirement plans list Ullico as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Western Conference of Teamsters Pension Trust Fund Board of Trustees, Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan, BD of Trustees Sheet Metal Workers' National Pension Fund and Board of Trustees Boilermaker-Blacksmith National. Most client plans are sponsored in NY, CA and IL.

How many plans does Ullico serve?

Ullico serves 265 retirement plans with $305.2B in plan assets and 5,014,894 participants, based on the latest Form 5500 filings through 2024.

What does Ullico charge?

Plans reported $68.8M in total Schedule C compensation paid to Ullico. The median plan paid $101K. Fees vary with plan size and the services each plan buys.

Ullico 401(k) Clients: 265 Plans, $305.2B (2024)

Ullico at a glance

Ullico appears on 265 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $305.2B in assets for 5,014,894 participants. The median client plan holds $356M. Most client plans are sponsored in NY, CA and IL. The largest clients by plan assets are Western Conference of Teamsters Pension Trust Fund Board of Trustees, Trustees of the National Electrical Benefit Fund and Trustees of the National Electrical Annuity Plan. Plans reported $68.8M in direct and indirect compensation paid to Ullico, a median of $101K per plan.

Participants: 5,014,894
Median plan assets: $356M
Median plan participants: 3,867
Median fees per plan: $101K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Western Conference of Teamsters Pension Trust Fund Board of Trustees	WA	$59.7B	643,772
Trustees of the National Electrical Benefit Fund	MD	$22.5B	736,031
Trustees of the National Electrical Annuity Plan	MD	$20.7B	195,719
BD of Trustees Sheet Metal Workers' National Pension Fund	VA	$8.9B	152,375
Board of Trustees Boilermaker-Blacksmith National	MO	$7.5B	80,280
Board of Trustees, So CA UFCW Unions & Food Employers	CA	$6.5B	199,927
Board of Trustees Laborers Pension Trust Fund for Northern California	CA	$5.5B	44,826
Board of Trustees of Nycdcc Pension Fund	NY	$5.4B	30,149
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund	IL	$5.2B	30,331
Trustees of I.B. of T. Union Local 710 Pension Fund	IL	$5.0B	21,316
Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees	MD	$4.5B	95,494
Board of Trustees, Operating Engineers Pension Trust	CA	$3.8B	40,018
Board of Trustees,construction Laborers Pension Trust for Southern Cal	CA	$3.7B	42,443
Board of Trustees, Western Unite Here and Employers	CA	$3.7B	154,012
Building Trades United Pension Trust Fund	WI	$3.5B	28,408
Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees	MD	$3.3B	29,607
Board of Trustees, Locals 302 & 612 of the IUOE -	WA	$3.3B	19,582
International Brotherhood of Electrical Workers' Pension Benefit Fund	DC	$2.8B	603,067
Board of Trustees of Massachusetts Laborers' Pension Fund	MA	$2.5B	22,433
National Roofing Industry Pension Fund Wilson-McShane Corporation	MN	$2.4B	33,418
BD. of Trustees of Mass. Laborers Annuity Fund	MA	$2.3B	31,668
Board of Trustees of Carpenters Pension Fund of Illinois	IL	$2.3B	17,735
Joint Board of Trustees Electrical Workers Local 103 IBEW	MA	$2.1B	10,385
Bricklayers & Trowel Trades Intl Pension FD BD of Trustee	DC	$2.1B	77,108
Board of Trustees of the Twin City Carpenters and Joiners Pension Fund	MN	$2.0B	18,016

Top client states

NY51 plans
CA30 plans
IL26 plans
MO14 plans
NJ14 plans

Frequently asked questions

Who uses Ullico?: 265 retirement plans list Ullico as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Western Conference of Teamsters Pension Trust Fund Board of Trustees, Trustees of the National Electrical Benefit Fund, Trustees of the National Electrical Annuity Plan, BD of Trustees Sheet Metal Workers' National Pension Fund and Board of Trustees Boilermaker-Blacksmith National. Most client plans are sponsored in NY, CA and IL.
How many plans does Ullico serve?: Ullico serves 265 retirement plans with $305.2B in plan assets and 5,014,894 participants, based on the latest Form 5500 filings through 2024.
What does Ullico charge?: Plans reported $68.8M in total Schedule C compensation paid to Ullico. The median plan paid $101K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served265+13 YoYRank #97 of mapped providers

Assets under administration$305.2B0.3%Market share · rank #45

Fees received$69MMedian $100,985/planSum across Schedule C direct + indirect

Net wins YoY+1336 won · 23 lostPlan-level switch detection

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