Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Mariner Institutional 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.
For plan year 2024, 97 retirement plans with 100 or more participants reported paying Mariner Institutional LLC $5,000 or more. Those plans cover 498,721 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.0M. Per plan, the median was $20.09 per participant, with the middle half of plans between $10.30 and $43.06. 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 Ohio (24), Pennsylvania (14) and Wisconsin (8).
In 2009 it appeared on 23 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 | $10.30 | $20.09 | $43.06 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.05% |
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 |
|---|---|---|---|---|---|
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $263K |
| Adjustable Plan of the National Retirement Fund | BD of Trustees-Adjustable Plan of the National Retirement Fund | NY | 45,017 | $161M | $38K |
| National Plus Plan | Board of Trustees of the National Plus Plan | RI | 39,256 | $222M | $18K |
| Saint Francis Health System, Inc. 401(k) Savings P | Saint Francis Health System Inc. | OK | 15,226 | $1.01B | $59K |
| Quad/graphics Diversified Plan | Quad/graphics, Inc. | WI | 13,883 | $2.08B | $96K |
| Operating Eng Cons Ind Misc. Pension Fund | BD of TR Oper Eng Cons. Industry Miscellaneous Pension Fund | PA | 10,156 | $845M | $130K |
| Operating Engineers Local 66 Annuity and Savings Fund | Board of Trustees Oper Eng. Loc 66 Annuity and Savings Fund | PA | 9,378 | $290M | $40K |
| 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 | $64K |
| The Infirmary 401(k) Plan | Infirmary Health System, Inc. | AL | 7,517 | $372M | $28K |
| Baptist Health Care, Inc. Retirement Savings 403(b) Plan | Baptist Health Care Corporation | FL | 6,751 | $298M | $62K |
| Baptist Health Care, Inc. Retirement Savings 403(b) Plan | Baptist Health Care, Inc. | FL | 6,751 | $298M | $62K |
| The Infirmary 403(b) Plan | Infirmary Health System | AL | 5,775 | $15.5M | $1,904 |
| Matthews International Corporation 401(k) Plan | Matthews International Corporation | PA | 5,387 | $353M | $65K |
| Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund | WV | 5,016 | $453M | $23K |
| Western PA Electrical Employees Pension Trust Fund | Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca | PA | 4,769 | $823M | $100K |
| Masters Mates & Pilots Individual Retirement Account Plan | Board of Trustees of M.m.&p. Individual Retirement Account Plan | MD | 4,737 | $523M | $25K |
| Retirement Plan of Idaho Power Company | Idaho Power Company | ID | 4,728 | $971M | $170K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $62K |
| Lakeview Center Inc. Retirement Savings 403(b) Plan | Lakeview Center, Inc. | FL | 4,574 | $117M | $34K |
| Consolidated Retirement Plan | Board of Trustees Consolidated Retirement Fund | NY | 4,269 | $492M | $35K |
| Masters, Mates & Pilots Pension Plan | Board of Trustees of Masters, Mates & Pilots Pension Plan | MD | 4,220 | $328M | $275K |
| Operative Plasterers and Cement Masons Profit Sharing Annuity Plan | Operative Plasterers and Cement Masons - Trustees | OH | 4,220 | $115M | $30K |
| Peppermill Casinos, Inc. Retirement Plan | Peppermill Casinos, Inc. | NV | 3,970 | $84.7M | $55K |
| Western Pennsylvania Electrical Employees Deferred Compensation Plan | Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter NE | PA | 3,963 | $496M | $42K |
| Building Trades Pension Plan of Western Pennsylvania | Board of Trustees Building Trades Pension Plan of Western Pennsylvan. | OH | 3,907 | $115M | $45K |
| St. Paul Electrical Construction Pension Plan | Board of Trustees St. Paul Electrical Construction Pension Plan | MN | 3,435 | $388M | $48K |
| St. Paul Electrical Construction Workers Supplemental Pension Plan | Trustees St. Paul Electrical Constructio Workers Supplemental Pension | MN | 3,266 | $298M | $48K |
| Bricklayers of Indiana Retirement Plan | Board of Trustees Bricklayers of Indiana Retirement Plan | IL | 3,251 | $198M | $69K |
| Wisconsin Neca-Ibew Retirement Plan | Trustees of Wisconsin Neca-Ibew | WI | 3,167 | $715M | $22K |
| Painting Industry Profit Sharing Annuity Plan | Decorating Painters District Council 6 & Contractors Association | OH | 3,130 | $90.1M | $7,500 |
| Electrical Workers Defined Contribution Plan for Northern Nevada | Electrical Workers Defined Contribution Plan for Northern Nevada | NV | 3,017 | $128M | $13K |
| Plumbers Union Local No. 12 Pension | Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund | MA | 2,836 | $428M | $31K |
| Laborers Pension Trust Fund for Northern Nevada | Board of Trustees, Laborers Pension Trust Fund for Northern Nevada | NV | 2,771 | $207M | $47K |
| Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 | Board of Trustees of the Retirement Plan | WI | 2,461 | $374M | $45K |
| Oge Energy Corp. Retirement Plan | Oge Energy Corp. | OK | 2,314 | $260M | $60K |
| Stetson University Defined Contribution Plan | Stetson University | FL | 2,228 | $262M | $32K |
| Pipe Fitters Local Union No. 120 Pension Plan | Pipe Fitters Local Union 120 Pens. Fund | OH | 2,009 | $221M | $65K |
| Electrical Workers Local Union 159 Retirement Plan | Board of Trustees of the Electrical Workers Local Union 159 Retirement | WI | 2,003 | $433M | $21K |
| Cement Masons Annuity Trust Fund for Northern Neva | Board of Trustees, Cement Masons Annuity Trust Fund of Northern Nevada | NV | 1,800 | $31.5M | $15K |
| Buffalo Laborers Pension Fund | Board of Trustees Buffalo Laborers Pension Fund | NY | 1,759 | $130M | $68K |
Questions and answers
How many plans does Mariner Institutional LLC serve?
97 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 Mariner Institutional LLC?
The median plan reported $20.09 per participant in direct and indirect compensation (97 plans reporting an amount), or 0.03% 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 advisory (plan) (61 plans), Consulting (general) (14 plans), Investment management (12 plans) and Consulting (pension) (10 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.