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Service provider · Schedule C, plan year 2024

Bridgeway Benefit Technologies

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

158plans naming this provider
1,390,214participant records in those plans
$11.9Mcompensation reported, direct and indirect
$10.15median reported per participant158 plans with an amount

Bridgeway Benefit Technologies is named as a service provider on the Schedule C of 158 retirement plans with 100 or more participants for plan year 2024, covering 1,390,214 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $11.9M. Per plan, the median was $10.15 per participant, with the middle half of plans between $4.57 and $21.87. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Illinois (46), New York (27) and Pennsylvania (20).

In 2009 it appeared on 19 such filings; in 2024, 179. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$4.57$10.15$21.87
Compensation as a share of plan net assets0.01%0.01%0.03%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 192010: 162011: 212012: 222013: 222014: 202015: 262016: 272017: 312018: 332019: 402020: 382021: 352022: 932023: 1622024: 1791917920092012201620202024
Plans with 100+ participants naming this provider
2009: $1.8M2010: $1.3M2011: $1.4M2012: $2.0M2013: $1.9M2014: $2.0M2015: $3.0M2016: $2.8M2017: $3.7M2018: $3.3M2019: $3.8M2020: $3.9M2021: $4.5M2022: $8.6M2023: $11.7M2024: $13.3M$1.8M$13.3M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Recordkeeping and information management88
Other services40
Consulting (general)28
Claims processing4
Contract Administrator2
Insurance services1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
United Association National Pension FundB/o/t United Association National Pension FundVA196,837$7.70B$1.1M
Western States Carpenters Pension PlanJoint Board of Trustees Western States Carpenters Pension PlanCA139,574$11.3B$212K
National Plus PlanBoard of Trustees of the National Plus PlanRI39,256$222M$105K
Eastern Atlantic States Carpenters Pension FundBoard of Trustees Eastern Atlantic States Carpenters Pension FundPA39,234$4.55B$662K
Mid-America Carpenters Regional Council Supplemental Retirement PlanBoard of Trustees of Mid-America Carp Reg Council Supplemental RetiremIL37,703$2.02B$14K
Mid-America Carpenters Regional Council Pension FundBoard of Trustees of Mid-America Carpenters Regional Council Pension FIL37,623$6.30B$344K
National Automatic Sprinkler Industry Pension FundNational Automatic Sprinkler Industry Pension Fund JT Board of TrusteeMD34,009$4.75B$151K
Midwest Operating Engineers Pension Trust FundTrustees of the Midwest Operating Engineers Pension Trust FundIL31,707$5.77B$530K
Massachusetts Laborers' Annuity FundBd. of Trustees of Mass. Laborers Annuity FundMA31,668$2.26B$55K
Laborers District Council & Contractors Pension Fund of OhioBD of Trustees, Laborers Dist Council & Constrs Pension FundOH30,539$2.69B$648K
Sprinkler Industry Supplemental Pension FundSprinkler Industry Supplemental Pension Fund Joint Board of TrusteesMD29,607$2.94B$40K
Carpenters Pension Trust Fund of St. LouisTrustees of Carpenters Benefit Plans of St. LouisMO27,598$3.28B$41K
Graphic Communications National Pension FundBoard of Trustees of Gc-NpfIL26,608$1.54B$75K
SEIU Local 1 & Participating Employers Pension TrustTrustees of SEIU Local 1 & Participating Employers Pension TrustIL23,447$773M$136K
Massachusetts Laborers' Pension FundBoard of Trustees of Massachusetts Laborers' Pension FundMA22,433$2.50B$80K
Cwa/itu Negotiated Pension PlanBoard of Trustees Cwa/itu Negotiated Pension PlanNJ21,312$1.02B$43K
New England Health Care Employees Pension PlanBoard of Trustees-New England Health Care Employees Pension FundCT21,117$1.01B$95K
UFCW Local One Pension FundBRD of Ttees UFCW Local One Pension FundNY18,198$967M$68K
SEIU Local No. 4 Pension FundTrustees of SEIU Local No. 4 Pension FundIL17,627$88.6M$91K
Central Laborers' Pension FundBoard of Trustees of Central Laborers' Pension FundIL16,444$1.39B$617K
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.BD of Trustees Local 705 I.B. of T. Pension Trust FundIL15,670$1.88B$126K
Automobile Mechanics' Local No. 701 Pension FundTrustees of Automobile Mechanics' Local No. 701 Pension FundIL14,856$1.23B$96K
Pipe Fitters Retirement Fund, Local 597Trustees of Pipe Fitters Retirement Fund Local 597IL14,689$3.00B$134K
UFCW Local 2013 Annuity FundBoard of Trustees UFCW Local 2013 Annuity FundNY13,811$34.7M$14K
Neca-Ibew Pension Trust FundNeca-Ibew Pension Trust FundIL12,974$1.59B$234K
UFCW Local One 401(k) Savings PlanBRD of Ttees UFCW Local One 401(k) Savings PlanNY12,902$154M$23K
United Food and Commercial Workers Local 1546 Pension PlanBoard of Trustees of United Food & Commercial WKRS Local 1546 PensionIL12,224$217M$93K
Midwest Pension PlanBoard of Trustees - Midwest Pension PlanIL11,544$122M$96K
Pipe Fitters Association L.U. 597, U.A. 401(k) PlaTrustees of Pipe Fitters Association Local 597IL11,439$2.49B$22K
Pension Fund for Hospital and Health Care Employees, Philadelphia and VicinityPension Fund for Hospital and Health Care EmployeesPA10,841$352M$59K
Suburban Teamsters of Northern Illinois Pension PlanTrustees of Suburban Teamsters of Northern Illinois Pension FundIL10,032$921M$21K
Iron Workers' Mid-America Pension PlanBoard of Trustees of Iw Mid-America Pension PlanIL9,805$998M$125K
Mid-Atlantic Regional Council of Carpenters' Pension PlanBoard of Trustees - Marc Pension PlanMD9,688$572M$54K
The Agma Retirement PlanBoard of Trustees Agma Retirement PlanPA8,993$117M$7,358
Iron Workers District Council of So Oh & Vicinity Annuity TrustIron Workers District Council of Southern Ohio & VicinityOH8,817$533M$64K
Iron Workers District Council of So Oh & Vicinity Pension TrustIron Workers District Council of Southern Ohio & VicinityOH8,620$1.16B$70K
Central Illinois Carpenters Retirement Savings FunBoard of Trustees Central Illinois Carpenters Retirement Savings FundIL8,248$254M$15K
Graphic Arts Industry Joint Pension TrustBoard of Trustees of Graphic Arts Industry Joint Pension PlanVA8,221$566M$39K
Kansas Construction Trades Open End Pension Trust FundKansas Construction Trades Open End Pension Trust FundKS7,084$202M$9,500
International Union of Operating Engineers Local 841 Qualified Savings PlanTrustees of the International Union of Operating EngineersIN7,071$160M$72K

Questions and answers

How many plans does Bridgeway Benefit Technologies serve?

158 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Bridgeway Benefit Technologies?

The median plan reported $10.15 per participant in direct and indirect compensation (158 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Recordkeeping and information management (88 plans), Other services (40 plans), Consulting (general) (28 plans) and Claims processing (4 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.