Who uses United Actuarial Services?

78 retirement plans list United Actuarial Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of I.B. of T. Union Local 710 Pension Fund, Umwa 1974 Pension Trust Board of Trustees, Trustees of Ohio Carpenters' Pension Plan, Joint Board of Trustees of North Central States Regional Council of and Board of Trustees - Indiana Laborers Pension Fund. Most client plans are sponsored in MI, IL and IN.

How many plans does United Actuarial Services serve?

United Actuarial Services serves 78 retirement plans with $34.0B in plan assets and 433,001 participants, based on the latest Form 5500 filings through 2024.

What does United Actuarial Services charge?

Plans reported $4.2M in total Schedule C compensation paid to United Actuarial Services. The median plan paid $42K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

United Actuarial Services

Matched across 18 name variants in the filings

United Actuarial Services summary

United Actuarial Services appears on 78 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $34.0B in assets for 433,001 participants. The median client plan holds $118M. Most client plans are sponsored in MI, IL and IN. The largest clients by plan assets are Trustees of I.B. of T. Union Local 710 Pension Fund, Umwa 1974 Pension Trust Board of Trustees and Trustees of Ohio Carpenters' Pension Plan. Plans reported $4.2M in direct and indirect compensation paid to United Actuarial Services. The median is $42K per plan.

Participants: 433,001
Median plan assets: $118M
Median plan participants: 1,556
Median fees per plan: $42K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Trustees of I.B. of T. Union Local 710 Pension Fund	IL	$5.0B	21,316
Umwa 1974 Pension Trust Board of Trustees	DC	$3.8B	71,051
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
Joint Board of Trustees of North Central States Regional Council of	WI	$2.0B	18,175
Board of Trustees - Indiana Laborers Pension Fund	IN	$1.8B	28,807
Neca-IBEW Pension Trust Fund	IL	$1.6B	12,974
Trustees of Central Midwest Regional Council of Carpenters DC Pension	MI	$1.6B	55,172
Board of Trustees Indiana State Council of Carpenters Pension Fund	MI	$1.4B	17,170
Board of Trustees of Carpenters' Pension Trust Funddetroit&Vicinity	MI	$1.4B	22,212
Board of Trustees of Operating Engineers Local 101 Pension Fund	MO	$1.1B	7,955
The Board of Trustees of the Electrical Workers Pension Trust	MI	$1.0B	8,309
Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity	MI	$886M	11,153
Board of Trustees, Michigan Carpenters' Pension Fund	MI	$774M	10,312
I.U.O.E. Local 132 Pension Fund	WV	$559M	4,062
Indiana Electrical Workers Pension Trust Fund IBEW	IN	$520M	4,587
United Food and Commercial Workers Employers Pension Plan	WI	$481M	15,576
Trustees Electrical Workers Local NO.292 Pension Plan	MN	$447M	5,243
Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund	MI	$422M	3,275
Board of Trustees St. Paul Electrical Construction Pension Plan	MN	$402M	3,435
Trustees of Teamsters National Pipe Line Pension Plan	MD	$360M	2,502
Pipe Fitters Local No 533 Pension Plan	MO	$330M	2,321
Board of Trustees of Wisconsin Masons Pension Fund	WI	$327M	3,243
Joint Board Plumbers & Pipefitters Local Union No. 333 Pension	MI	$301M	1,532
Neca Local 145 IBEW Pension Fund	IL	$275M	1,654
Trustees Under IBEW Local 150 Pension Fund	KY	$273M	1,761

Trustees of I.B. of T. Union Local 710 Pension Fund$5.0B
ILParticipants 21,316
Umwa 1974 Pension Trust Board of Trustees$3.8B
DCParticipants 71,051
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
Joint Board of Trustees of North Central States Regional Council of$2.0B
WIParticipants 18,175
Board of Trustees - Indiana Laborers Pension Fund$1.8B
INParticipants 28,807
Neca-IBEW Pension Trust Fund$1.6B
ILParticipants 12,974
Trustees of Central Midwest Regional Council of Carpenters DC Pension$1.6B
MIParticipants 55,172
Board of Trustees Indiana State Council of Carpenters Pension Fund$1.4B
MIParticipants 17,170
Board of Trustees of Carpenters' Pension Trust Funddetroit&Vicinity$1.4B
MIParticipants 22,212
Board of Trustees of Operating Engineers Local 101 Pension Fund$1.1B
MOParticipants 7,955
The Board of Trustees of the Electrical Workers Pension Trust$1.0B
MIParticipants 8,309
Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity$886M
MIParticipants 11,153
Board of Trustees, Michigan Carpenters' Pension Fund$774M
MIParticipants 10,312
I.U.O.E. Local 132 Pension Fund$559M
WVParticipants 4,062
Indiana Electrical Workers Pension Trust Fund IBEW$520M
INParticipants 4,587
United Food and Commercial Workers Employers Pension Plan$481M
WIParticipants 15,576
Trustees Electrical Workers Local NO.292 Pension Plan$447M
MNParticipants 5,243
Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund$422M
MIParticipants 3,275
Board of Trustees St. Paul Electrical Construction Pension Plan$402M
MNParticipants 3,435
Trustees of Teamsters National Pipe Line Pension Plan$360M
MDParticipants 2,502
Pipe Fitters Local No 533 Pension Plan$330M
MOParticipants 2,321
Board of Trustees of Wisconsin Masons Pension Fund$327M
WIParticipants 3,243
Joint Board Plumbers & Pipefitters Local Union No. 333 Pension$301M
MIParticipants 1,532
Neca Local 145 IBEW Pension Fund$275M
ILParticipants 1,654
Trustees Under IBEW Local 150 Pension Fund$273M
KYParticipants 1,761

Top client states

MI24 plans
IL10 plans
IN10 plans
OH6 plans
WI6 plans

Frequently asked questions

Who uses United Actuarial Services?: 78 retirement plans list United Actuarial Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of I.B. of T. Union Local 710 Pension Fund, Umwa 1974 Pension Trust Board of Trustees, Trustees of Ohio Carpenters' Pension Plan, Joint Board of Trustees of North Central States Regional Council of and Board of Trustees - Indiana Laborers Pension Fund. Most client plans are sponsored in MI, IL and IN.
How many plans does United Actuarial Services serve?: United Actuarial Services serves 78 retirement plans with $34.0B in plan assets and 433,001 participants, based on the latest Form 5500 filings through 2024.
What does United Actuarial Services charge?: Plans reported $4.2M in total Schedule C compensation paid to United Actuarial Services. The median plan paid $42K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served78-12 YoYRank #213 of mapped providers

Assets under administration$34.0B0.0%Rank #416 by share of filed assets

Fees received$4MMedian $42,125/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.

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Customer-base shape

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

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