Providers › Actuarial
Service provider · Schedule C, plan year 2024
Horizon Actuarial Services, LLC
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.
Horizon Actuarial Services, LLC is named as a service provider on the Schedule C of 93 retirement plans with 100 or more participants for plan year 2024, covering 1,650,740 participant records. Most often it is reported for actuarial.
Reported compensation from those plans, direct and indirect, totalled $14.2M. Per plan, the median was $36.18 per participant, with the middle half of plans between $17.77 and $66.63. 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 California (21), New York (16) and Florida (13).
In 2009 it appeared on 49 such filings; in 2024, 98. 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 | $17.77 | $36.18 | $66.63 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.09% |
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 |
|---|---|---|---|---|---|
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | 347,574 | $5.53B | $779K |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $860K |
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $490K |
| Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 154,012 | $3.67B | $994K |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $372K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $290K |
| UFCW No. California Food Employers Joint Individual Account Plan | Board of Trustees UFCW No. California Food Employers Joint Ind Account | CA | 58,508 | $267M | $56K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $203K |
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $382K |
| Adjustable Plan of the National Retirement Fund | BD of Trustees-Adjustable Plan of the National Retirement Fund | NY | 45,017 | $161M | $180K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $252K |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $394K |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $606K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $220K |
| Pension Trust Fund for Operating Engineers Annuity Plan | Board of Trustees, Operating Engineers Annuity Plan | CA | 28,943 | $548M | $21K |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $417K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $272K |
| Twin City Hospital Workers Pension Plan | Board of Trustees of Twin City Hospital Workers Pension Plan | MN | 13,288 | $287M | $59K |
| Sheet Metal Workers Pension Plan of Northern California | Sheet Metal Workers Pension Trust | CA | 12,741 | $1.57B | $367K |
| Intermountain Retail Store Employees Pension Plan | Intermountain Retail Store Employees Pension Plan Board of Trustees | WA | 12,226 | $223M | $204K |
| Major League Baseball Players Pension Plan | Pension Committee of MLB Players Benefit Plan | MD | 10,051 | $4.66B | $283K |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | Trustees of the Laundry,dry Cleaning Wo Rkers and Allied Industries Re | NY | 9,243 | $193M | $121K |
| Teamsters Joint Council No. 83 of Virginia Pension Fund | Teamsters Joint Council No. 83 of Virginia Pension Fund | VA | 7,759 | $1.47B | $252K |
| Cement Masons Southern California Pension Trust | Board of Trustees, Cement Masons Southern California | CA | 6,736 | $279M | $303K |
| San Diego County Construction Laborers' Pension Trust Fund | Board of Trustees, San Diego County Construction | CA | 6,461 | $515M | $149K |
| Local 295 I.B.T. Employer Group Pension Trust Fund | Trustees of Local 295 I.B.T. Employer Group Pension Trust Fund | NY | 5,521 | $640M | $103K |
| Iron Workers' Local No. 25 Pension Fund | Board of Trustees, Iron Workers Local No. 25 | MI | 5,300 | $563M | $100K |
| Fox Valley and Vicinity Laborers Pension Fund | Board of Trustees of Fox Valley Laborers Pension Fund | IL | 5,289 | $713M | $163K |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | FL | 5,052 | $452M | $62K |
| Major League Baseball Players Investment Plan | Pension Committee of MLB Players Benefit Plan | MD | 4,675 | $1.16B | $29K |
| American Maritime Officers Pension Plan | The Board of Trustees American Maritime Officers Pension Plan | FL | 4,385 | $758M | $149K |
| Consolidated Retirement Plan | Board of Trustees Consolidated Retirement Fund | NY | 4,269 | $492M | $154K |
| Massachusetts Bricklayers & Masons Pension Plan | Massachusetts Bricklayers & Masons Pension Fund | MA | 4,220 | $547M | $116K |
| Roofers Pension Fund | Board of Trustees of Roofers Pension Fund | IL | 4,154 | $529M | $87K |
| United Asso Journeymen & Apprnc Pension Fund | United Assn of Journeymen & Apprentice Local 198 AFL-CIO Pension Fund | FL | 3,934 | $199M | $83K |
| Airconditioning and Refrigeration Industry Retirement Trust Fund | Board of Trustees, Airconditioning and Refrigeration | CA | 3,639 | $338M | $123K |
| IBEW Local No. 60 Pension | IBEW Local No. 60 Pension Plan Trust Fund | NM | 3,607 | $97.0M | $62K |
| Local 734 Pension Fund | Trustees of the Local 734 Pension Fund | IL | 3,474 | $95.2M | $175K |
| Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan | Borad of Trustees, Airconditioning and Refrigeration | CA | 3,309 | $228M | $13K |
| Pension Fund of Cement Masons Union Local No. 502 | Board of Trustees Cement Masons' Pension Fund | IL | 3,202 | $540M | $127K |
Questions and answers
How many plans does Horizon Actuarial Services, LLC serve?
93 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 Horizon Actuarial Services, LLC?
The median plan reported $36.18 per participant in direct and indirect compensation (93 plans reporting an amount), or 0.04% 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 (90 plans), Consulting (pension) (13 plans), Consulting (general) (5 plans) and Other services (1 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.