Providers › Actuarial
Service provider · Schedule C, plan year 2024
First Actuarial Consulting, Inc.
Most often reported for actuarial
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.
First Actuarial Consulting, Inc. is named as a service provider on the Schedule C of 36 retirement plans with 100 or more participants for plan year 2024, covering 57,913 participant records. Most often it is reported for actuarial.
Reported compensation from those plans, direct and indirect, totalled $1.7M. Per plan, the median was $39.07 per participant, with the middle half of plans between $24.20 and $65.17. 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 New York (26), New Jersey (9) and Nebraska (1).
In 2009 it appeared on 12 such filings; in 2024, 37. 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 | $24.20 | $39.07 | $65.17 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.16% |
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 |
|---|---|---|---|---|---|
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | NY | 13,994 | $613M | $270K |
| District 65 Pension Plan | Board of Trustees of the District 65 Pension Plan | NJ | 4,512 | $1.3M | $13K |
| Local 1102 Retirement Trust | Local 1102 Retirement Trust | NY | 4,459 | $41.9M | $58K |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | NY | 4,204 | $76.8M | $59K |
| Local 522 Pension Fund | Board of Trustees of Local 522 Pension Fund | NY | 2,458 | $123M | $30K |
| Newspaper and Mail Deliverers' Publishers' Pension Fund | Board of Trustees of Newspaper and Mail Deliverers' Publishers' Pensio | NY | 2,314 | $118M | $89K |
| Electrician's Retirement Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 2,208 | $236M | $25K |
| Local 1102 Amalgamated Pension Fund | Board of Trustees of Local 1102 Amalgama | NY | 1,612 | $54.2M | $40K |
| Local 816 Labor & Management Pension Trust Fund | Board of Trustees of Local 816 Labor and Management Pension Trust Fund | NY | 1,409 | $152M | $50K |
| Local 377 Pension Fund | Joint Board of Trustees of Local 377 Pension Fund | NY | 1,371 | $23.7M | $32K |
| Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund | Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters | NJ | 1,354 | $331M | $88K |
| Local 917 Pension Fund | Board of Trustees Local 917 Pension Fund | NY | 1,334 | $27.8M | $50K |
| Local Union 400 I.B.E.W. Pension Plan | Int'l Brotherhood of Elect. Workers Local Union 400 Pension Fund | NJ | 1,284 | $187M | $35K |
| Pressroom Unions Pension Trust Fund | Pressroom Unions Pension Trust Fund | NY | 1,192 | $159M | $48K |
| Liquor Salesmens Union Local 2 Pension Fund | Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund | NY | 1,053 | $78.5M | $33K |
| Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | NJ | 1,003 | $123M | $39K |
| Suburban Wholesalers Association Pension Plan | Trustee of Suburban Wholesalers Association Pension Plan | NY | 996 | $22.2M | $25K |
| IUOE Local 295-295B,C Pension Fund | Board of Trustees, IUOE Local 295-295B,C Pension Fund | NY | 954 | $77.2M | $61K |
| Local 868 I. B. of T. Pension Fund | Board of Trustees of Local 868 Ibt Pension Fund | NY | 925 | $13.0M | $42K |
| Local 447 Pension Fund | Local 447 Pension Fund Board of Trustees | NY | 924 | −$36.9M | $8,864 |
| Cement Masons Local 780 Pension Fund | Cement Masons Local 780 Pension Fund | NY | 876 | $165M | $47K |
| Plumbers Local Union No. 16 Pension Plan | Board of Trustees Plumbers Local Union No. 16 Pension Plan | NE | 863 | $95.9M | $45K |
| Storeworkers Retirement Plan | Local 1102 Storeworkers Retirement Plan | NY | 851 | $20.5M | $18K |
| Local 803 Pension Fund | Board of Trustees of Local 803 Pension Fund | NY | 795 | $22.6M | $26K |
| Pressmens Publishers Pension Fund | Pressmens Publishers Pension Fund Board of Trustees | NY | 795 | $97.0M | $53K |
| Teamsters Local 617 Pension Fund | Board of Trustees of Teamsters Local 617 Pension Fund | NJ | 778 | $160M | $69K |
| Inland Pension Fund | Board of Trustees Inland Pension Fund | NJ | 675 | $20.6M | $32K |
| Cemetery Workers Supplemental Pension Plan | Trustees of the Cemetery Workers Supplemental Pens- | NY | 641 | $47.6M | $25K |
| Board of Trustees Op Plasterers & Cement Masons L262 Pension | Board of Trustees Op Plasterers & Cement Masons L262 Pension | NY | 515 | $40.6M | $37K |
| Transport Workers Union of America AFL-CIO Local 100 Staff Pension Plan | Transport Workers Union of Amer AFL-CIO Local 100 Staff Pension Plan | NY | 416 | $40.4M | $93K |
| Retirement Plan of Local 1102 Retirement Fund | Local 1102 Retirement Fund | NY | 220 | $655K | $12K |
| Carpenters Industrial Council of Eastern Pennsylvania Pension Plan | The Trustee of the Carpenters Industrial Council of Eastern | NJ | 210 | $11.3M | $82K |
| Plasterers & Cement Masons Local 40 Pension Fund | Plasterers & Cement Mason Local 40 Pension Fund | NY | 201 | $27.1M | $19K |
| Paper Handlers'-Publishers' Pension Fund | Board of Trustees of the Paper Handlers'-Publishers' | NY | 196 | $23.3M | $40K |
| Teamsters Local 418 Pension Plan | Teamsters Local 418 Pension Fund | NJ | 192 | $3.3M | $22K |
| Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | NJ | 129 | $12.1M | $29K |
Questions and answers
How many plans does First Actuarial Consulting, Inc. serve?
36 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 First Actuarial Consulting, Inc.?
The median plan reported $39.07 per participant in direct and indirect compensation (36 plans reporting an amount), or 0.08% 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 Actuarial (34 plans) and Consulting (pension) (5 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.