Providers › Actuarial
Service provider · Schedule C, plan year 2024
O'Sullivan Associates
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.
For plan year 2024, 31 retirement plans with 100 or more participants reported paying O'Sullivan Associates $5,000 or more. Those plans cover 53,608 participant records, and the service most often reported is actuarial.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $29.29 per participant, with the middle half of plans between $22.34 and $47.15. 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 (17), New Jersey (7) and Illinois (3).
In 2009 it appeared on 22 such filings; in 2024, 32. 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 | $22.34 | $29.29 | $47.15 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.07% |
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 |
|---|---|---|---|---|---|
| United Teamster Pension Fund a | Board of Trustees of United Teamster Pension Fund a | NY | 6,859 | $343M | $89K |
| Local 210'S Pension Plan | BD of Trustees Local 210'S Pension Plan C/o Savasta and Company | NY | 3,684 | $67.5M | $47K |
| Road Carriers Local 707 Pension Fund | Board of Trustees of the Road Carriers Local 707 Pension Fund | NY | 3,554 | $663M | $73K |
| Pension Plan Private Sanitation Union Local 813 Ibt | Board of Trustees of Pension Fund Private Sanitation Union Local 813 I | NY | 3,308 | $279M | $62K |
| Structural Iw Local #1 Pension Plan | BD of Trustees-Structural Iw #1 Pension Plan | IL | 3,189 | $663M | $63K |
| Teamsters Employers Local 945 Pension Fund | Board of Trustees Teamsters Local 945 Pension Fund | NJ | 2,668 | $99.9M | $60K |
| UA Local 190 Pension Plan | Joint Board of Trustees of the UA Local 190 Pension Plan | MI | 2,629 | $286M | $38K |
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | MI | 2,553 | $334M | $57K |
| Upstate New York Bakery Drivers and Industry Pension Fund | Trustees of the Upstate New York Bakery Drivers and Industry Pension F | NY | 2,265 | $105M | $66K |
| Local 805 Pension & Retirement Fund | Board of Trustees Local 805 | NY | 1,923 | $176M | $69K |
| Teamsters Local 11 Pension Fund | Board of Trustees - Teamsters Local 11 Pension Fund | NJ | 1,901 | $77.2M | $77K |
| Rochester Laborers Pension Fund | Rochester Laborers Pension Fund | NY | 1,846 | $208M | $51K |
| Local 697 I.B.E.W. and Electrical Industry Pension Plan | Trustees of Local 697 I.B.E.W. & Elect Industry Pension Fund | IN | 1,796 | $245M | $47K |
| Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund | BD of Trustees of Paper Products, Misc. Chauffeurs, Warehousemen, Help | NY | 1,693 | $133M | $44K |
| Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan | B.A.C. Local No. 4 Pension Fund | NJ | 1,601 | $141M | $39K |
| Local No. 41 IBEW Pension Plan | Trustees of Local No. 41 Pension Plan | NY | 1,409 | $284M | $51K |
| Teamsters Local 469 Pension Plan | Trustees of Teamsters Local No. 469 Pension Fund | NJ | 1,401 | $163M | $60K |
| Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | NJ | 1,264 | $83.0M | $34K |
| Laborers Local 785 Pension Plan | Board of Trustees of Laborers 785 Pension Plan | NY | 1,243 | $118M | $35K |
| Local 1034 Pension Fund | Board of Trustees of Local 1034 Pension Fund | NY | 1,225 | $113M | $52K |
| Rockford Pipe Trades Industry Pension Fund | Board of Trustees of the Rockford Pipe Trades Industry Pension Fund | IL | 1,029 | $229M | $40K |
| Local 840 I. B. of T. Pension Fund | Board of Trustees of Local 840 I. B. of T. Pension Fund | NY | 753 | $25.8M | $39K |
| Laborers Local 754 Pension Plan | Trustees of Laborers Local 754 Pension Plan | NY | 609 | $82.6M | $43K |
| Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan | Iowa Ironworkers Heavy Highway Defined Benefit Pension Plan | IA | 541 | $65.8M | $20K |
| Laborers' Int'l Union of NA Local 1822 Pension Fun | Trustees of Laborers Int'l Union of NA Local Union No. 1822 Pension Fu | NY | 524 | $36.5M | $28K |
| Teamsters Local 102 Pension Fund | Board of Trustees Teamsters Local 102 Pension Fund | NJ | 493 | $19.6M | $46K |
| Teamsters Local No. 469 Annuity Fund | Trustees of Teamsters Local No. 469 Annuity Fund Trust | NJ | 468 | $41.2M | $8,800 |
| Roofers Local No. 241 Pension Fund | Roofers Local No. 241 Pension Fund | NY | 371 | $39.7M | $29K |
| Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan | Trstees Mach Mvrs,riggers&mach Erec Local 136 Supplemental Retire. Pla | IL | 370 | $68.1M | $31K |
| International Union of Bricklayers and Allied Craftsmen Local #8 Pension Plan | International Union of Bricklayers and Allied Craftsmen Local #8 Pensi | NY | 251 | $20.7M | $21K |
| International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund | International Association of Heat,frost Insulators & Allied Workers Lu | NY | 188 | $36.7M | $32K |
Questions and answers
How many plans does O'Sullivan Associates serve?
31 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 O'Sullivan Associates?
The median plan reported $29.29 per participant in direct and indirect compensation (31 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 (29 plans), Consulting (pension) (2 plans), Consulting (general) (1 plans) and Insurance agents and brokers (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.