Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Ekon Benefits
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.
For plan year 2024, 32 retirement plans with 100 or more participants reported paying Ekon Benefits $5,000 or more. Those plans cover 20,974 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $78.77 per participant, with the middle half of plans between $49.99 and $113. 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 Missouri (21) and Illinois (11).
In 2009 it appeared on 23 such filings; in 2024, 32. 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 plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $49.99 | $78.77 | $113 |
| Compensation as a share of plan net assets | 0.04% | 0.07% | 0.18% |
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
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
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund | Board of Trustees of Smart Local Union No. 36 Pension Fund | MO | 2,972 | $372M | $52K |
| Employers and Laborers Local 100 & 397 Supplemental Annuity Plan | Employers and Laborers Local 100 & 397 Supplemental Annuity Plan | MO | 1,857 | $33.5M | $41K |
| Cement Masons and Plasterers Local 518 Defined Contribution Fund | Board of Trustees of Cement Masons and Plasterers Local 518 Defined Co. | MO | 1,598 | $70.2M | $181K |
| Bricklayers Local No. 8 and Employers Pension Plan | Board of Trustees of Bricklayers Local No. 8 and Employers Pension Pla | MO | 1,021 | $104M | $68K |
| Local 309 Wiremans Pension Trust | Board of Trustees of Local 309 Wiremans Pension Trust | MO | 1,001 | $198M | $137K |
| Service Employees Intl Union Local 2000 Pension Fund | SEIU Local 2000 Pension Fund | MO | 994 | $6.0M | $83K |
| Employers and Laborers Locals 100 & 397 Pension Fund | Employers and Laborers Locals 100 & 397 Pension Fund | MO | 911 | $136M | $89K |
| Int'l Assoc. of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement | Sheet Metal Workers Local Union No. 268 | IL | 867 | $64.8M | $40K |
| International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan | International Association of Heat and Frost Insulators and Allied Work | MO | 796 | $164M | $35K |
| Local Union No. 4, IBEW Pension Plan | Local Union No. 4, IBEW | MO | 759 | $55.5M | $57K |
| Keeley Construction Group, Inc. 401(k) Profit Sharing Plan | Keeley Construction Group, Inc. | MO | 706 | $36.4M | $60K |
| Stove, Furnace, Allied Appliance, and Enamel Workers Union Pension Plan | Trustees of the Stove,furnace,appliance,& Enamel Workers Pension Plan | IL | 674 | $12.5M | $33K |
| Greater St. Louis Service Employees Pension Trust 401(k) Plan | Trustees of the Greater St. Louis Service Employees Pension Trust | MO | 569 | $7.6M | $49K |
| International Association of Heat and Frost Insulators and Allied Workers Local No. 1 401(k) and Supplemental Retirement Plan | International Association of Heat and Frost Insulators | MO | 539 | $18.6M | $40K |
| Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan | Joint Board of Trustees of Ceramic Tile & Marble Masons Union 18 of Mo | MO | 534 | $23.0M | $41K |
| Plumbers and Pipefitters Local Union 553 Pension Plan | Trustees of the Plumbers and Pipefitters Local 553 | IL | 499 | $59.3M | $25K |
| Plumbers & Pipefitters Union Local 178 Money Purchase Plan | Plumbers & Pipefitters Union Local No. 178 | MO | 489 | $25.0M | $18K |
| Plumbers and Pipefitters Local 553 Supplemental 401(k) Retirement Plan | Plumbers and Pipefitters Local 553 | IL | 468 | $102M | $32K |
| Plumbers & Fitters Local 101 Restated Pension Plan | Board of Trustees of Plumbers & Fitters Local 101 Pension Plan | IL | 407 | $88.5M | $30K |
| Glaziers and Glassworkers Local 513 Pension Plan | Trustees of Glaziers & Glassworkers Local Union 513 Pension Fund | MO | 405 | $83.9M | $33K |
| Vantage Credit Union 401(k) Profit Sharing Plan and Trust | Vantage Credit Union | MO | 323 | $25.2M | $42K |
| Glaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement Plan | Board of Trustees of Glaziers Arch Metal & Glasswkrs Lu 513 401(k) Spplm | MO | 323 | $54.2M | $64K |
| Steamfitters Local 439 Pension Plan | Steamfitters Local 439 | IL | 287 | $54.1M | $31K |
| Seiler Instrument & Manufacturing Co. Inc. 401(k) Plan | Seiler Instrument & Manufacturing Co. Inc. | MO | 285 | $26.2M | $3,692 |
| Plumbers Local 360 Pension Plan | United Association of Plumbers Local 360 | IL | 262 | $32.2M | $21K |
| International Longshoremens Association Pension Plan | International Longshoremens Association | MO | 229 | $5.9M | $26K |
| Plumbers & Pipefitters Local 160 Retirement Plan | Plumbers & Pipefitters Local 160 Retirement Plan | IL | 223 | $47.7M | $33K |
| Plumbers and Pipefitters Local 551 Pension Plan | Plumbers and Pipefitters Local 551 | IL | 212 | $47.4M | $8,360 |
| Tile Finishers Local Union No. 18 St. Louis, Mo Pension Plan | Tile Finishers Local Union No. 18 | MO | 206 | $10.2M | $38K |
| Plumbers & Pipefitters Local 653 Pension Fund | Trustees of the Plumbers and Pipefitters Local 653 Pension Fund | IL | 198 | $16.4M | $31K |
| Steamfitters Local 439 Supplemental Retirement Trust | Steamfitters Local 439 | IL | 189 | $41.8M | $38K |
| Allgeier, Martin & Associates, Inc. Employees 401(k) Profit Sharing Plan | Allgeier, Martin & Associates, Inc. | MO | 171 | $61.8M | $10K |
Questions and answers
How many plans does Ekon Benefits serve?
32 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 Ekon Benefits?
The median plan reported $78.77 per participant in direct and indirect compensation (32 plans reporting an amount), or 0.07% 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 (23 plans), Participant communication (15 plans), Actuarial (14 plans) and Consulting (pension) (12 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.