Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Insight North America LLC
Most often reported for investment advisory and management
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.
Insight North America LLC is named as a service provider on the Schedule C of 25 retirement plans with 100 or more participants for plan year 2024, covering 618,651 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $10.0M. Per plan, the median was $32.63 per participant, with the middle half of plans between $9.81 and $87.11. 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 (11), Pennsylvania (3) and Connecticut (2).
In 2018 it appeared on 6 such filings; in 2024, 29. 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 | $9.81 | $32.63 | $87.11 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 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 |
|---|---|---|---|---|---|
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | 332,020 | $38.3B | $4.2M |
| USAA Pension Plan | United Services Automobile Association | TX | 49,301 | $4.28B | $1.3M |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $558K |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $161K |
| Dow Employees' Pension Plan | The Dow Chemical Company | MI | 31,955 | $10.7B | $270K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $548K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $225K |
| Western Pennsylvania Teamsters and Employers Pension Fund | W PA Teamsters & Employers Pension | PA | 19,523 | $1.60B | $120K |
| Pension Plan for Employees at Ornl | Ut-Battelle, LLC | TN | 12,721 | $2.40B | $81K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $143K |
| Trucking Employees of North Jersey Pension Fund | Trucking Employees of North Jersey Pension Fund | NJ | 5,000 | $728M | $625K |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 4,715 | $1.21B | $281K |
| Local 580 Annuity Fund | Board of Trustees Local 580 Annuity Fund | NY | 3,081 | $663M | $148K |
| Employees' Retirement Plan of the National Education Association | The National Education Association | DC | 2,972 | $901M | $5,633 |
| Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | NJ | 2,400 | $334M | $180K |
| Cintas Corporation (G&K Services) Pension Plan | Cintas Corporation | OH | 2,290 | $52.8M | $84K |
| Abc-Nabet Retirement Trust Fund | ABC, Inc. | NY | 2,208 | $713M | $9,808 |
| Local 805 Pension & Retirement Fund | Board of Trustees Local 805 | NY | 1,923 | $176M | $209K |
| I.U.O.E. Annuity Fund Local 137,137A,137B,137C, and 137R | Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R | NY | 1,556 | $253M | $82K |
| Pension Plan of the IUOE Local 137 137A 137B 137C 137R, AFL-CIO | BD of Trustees Pension Plan of the IUOE 137 137A 137B 137C 137R Aflcio | NY | 1,422 | $270M | $46K |
| Retirement Income Plan of Central Hudson Gas & Electric Corp. | Central Hudson Gas & Electric Corp. | NY | 1,414 | $777M | $316K |
| Corning Hospital Pension Plan | Corning Hospital | PA | 993 | $64.9M | $87K |
| Guthrie Retirement Plan | The Guthrie Clinic | PA | 874 | $99.6M | $190K |
| Laborers' Pension Fund of Local Union No. 186 | Board of Trustees, Laborers' Pension Fund of Local Union No. 186 | CT | 307 | $46.0M | $44K |
| Paper Handlers'-Publishers' Pension Fund | Board of Trustees of the Paper Handlers'-Publishers' | NY | 196 | $23.3M | $24K |
Questions and answers
How many plans does Insight North America LLC serve?
25 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 Insight North America LLC?
The median plan reported $32.63 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.02% 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 Investment management (21 plans) and Investment advisory (plan) (2 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.