Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Intercontinental Real Estate Corp.
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.
For plan year 2024, 96 retirement plans with 100 or more participants reported paying Intercontinental Real Estate Corp. $5,000 or more. Those plans cover 828,732 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $15.4M. Per plan, the median was $28.99 per participant, with the middle half of plans between $16.00 and $55.97. 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 (27), Pennsylvania (14) and Maryland (8).
In 2014 it appeared on 6 such filings; in 2024, 97. 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 | $16.00 | $28.99 | $55.97 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.06% |
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 |
|---|---|---|---|---|---|
| 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 | $331K |
| The Adjustable Plan of the Unite Here Retirement | Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund | NY | 72,394 | $449M | $251K |
| New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund | Board of Trustees | NY | 56,488 | $2.60B | $529K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $112K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $169K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $576K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $467K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $1.1M |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $352K |
| Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund | Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund | NJ | 14,241 | $1.75B | $182K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $192K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $461K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $95K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $72K |
| Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity | Pension Fund for Hospital and Health Care Employees | PA | 10,841 | $352M | $93K |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $20K |
| Pipe Trades Services MN Pension Supplement Fund | Board of Trustees of the Pipe Trades Services MN Pension Supplement TR | MN | 9,838 | $1.78B | $257K |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $300K |
| Teamsters Local 639 - Employers Pension Trust Fund | Joint Board of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 9,501 | $1.72B | $758K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $561K |
| Construction Laborers Pension Trust of Greater St. | Construction Laborers Pension Trust of Greater St. Louis Trustees | MO | 8,261 | $1.16B | $228K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $310K |
| UFCW Intl Union Pension Plan for Employees | Executive Committee of the U.F.C.W Intl Union | DC | 7,935 | $1.15B | $219K |
| Soft Drink and Brewery Workers Union Local 812 Retirement Fund | Board of Trustees Soft Drink and Brewery Workers | NY | 7,674 | $973M | $487K |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | WV | 7,245 | $567M | $209K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $370K |
| UFCW Local 23 & Giant Eagle Pension Fund | Board of Trustees UFCW Local 23 & Giant Eagle Pension Fund | PA | 7,099 | $79.8M | $49K |
| UFCW and Safeway Variable Annuity Pension Fund | Board of Trustees - UFCW and Safeway Variable Annuity Pension Fund | MD | 6,873 | $30.8M | $17K |
| Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a | Con Ind & Laborers Joint Pension Trust Board of Trustees | NV | 6,608 | $651M | $366K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $146K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $71K |
| Iron Workers St. Louis District Council Pension Trust | Board of Trustees of Iron Workers St. Louis District Council Pension | MO | 5,242 | $712M | $132K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $84K |
| Teamster Local 282 Annuity Trust Fund | Board of Trustees Local 282 | NY | 5,146 | $886M | $416K |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a | I.B.E.W. Board of Trustees for Local 357 Pension Trust | NV | 4,922 | $547M | $207K |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $272K |
| Western PA Electrical Employees Pension Trust Fund | Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca | PA | 4,769 | $823M | $266K |
| Iron Workers Pension Plan | Iron Workers District Council Phila Vicinity Retirement and Pension | NJ | 4,756 | $439M | $118K |
| Iron Workers Locals 40, 361 & 417 Annuity Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund | NY | 4,715 | $1.21B | $218K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $69K |
Questions and answers
How many plans does Intercontinental Real Estate Corp. serve?
96 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 Intercontinental Real Estate Corp.?
The median plan reported $28.99 per participant in direct and indirect compensation (96 plans reporting an amount), or 0.05% 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 (84 plans), Custodial (securities) (9 plans), Foreign entity (1 plans) and Consulting (pension) (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.