Providers › Other services
Service provider · Schedule C, plan year 2024
Pension Benefit Information, LLC
Most often reported for other services
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.
Pension Benefit Information, LLC is named as a service provider on the Schedule C of 51 retirement plans with 100 or more participants for plan year 2024, covering 567,024 participant records. Most often it is reported for other services.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $2.37 per participant, with the middle half of plans between $1.46 and $7.25. 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 (12), Illinois (6) and New Jersey (5).
In 2021 it appeared on 7 such filings; in 2024, 77. 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 | $1.46 | $2.37 | $7.25 |
| Compensation as a share of plan net assets | 0.00% | 0.00% | 0.01% |
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 |
|---|---|---|---|---|---|
| Itpeu Pension Fund | Itpeu Pension Fund | NJ | 58,365 | $172M | $85K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $70K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $42K |
| Columbia University Voluntary Retirement Savings Plan | Trustees of Columbia University | NY | 40,437 | $4.71B | $7,079 |
| McKinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | McKinsey & Company, Inc. | NY | 35,298 | $9.81B | $5,373 |
| Mainehealth 403(b) Retirement Plan | Mainehealth Services | ME | 34,449 | $2.46B | $62K |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $40K |
| International Paper Company Hourly Savings Plan | International Paper Company | TN | 26,606 | $1.79B | $15K |
| International Paper Company Salaried Savings Plan | International Paper Company | TN | 20,176 | $4.99B | $46K |
| Pension Plan for Pactiv Evergreen | Pactiv LLC | IL | 16,520 | $866M | $114K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $26K |
| Twin City Hospital Workers Pension Plan | Board of Trustees of Twin City Hospital Workers Pension Plan | MN | 13,288 | $287M | $6,110 |
| Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan | BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | GA | 12,427 | $2.34B | $8,407 |
| Fundamental Retirement Savings Plan | Hunt Valley Holdings LLC | MD | 11,969 | $122M | $20K |
| Hormel Foods Corporation Pension Plan | Hormel Foods Corporation | MN | 11,782 | $1.04B | $40K |
| The Brink's Company Frozen Pension Plan | The Brink's Company | VA | 10,102 | $588M | $21K |
| New Jersey Health Care Employers- Pension Plan | District 1199J-NEW Jersey Health Care Employers- | NJ | 9,907 | $255M | $12K |
| Service Employees Pension Fund of Upstate NY Upstate New York | Service Employees Pension Fund of Upstate NY | NY | 9,408 | $230M | $12K |
| Graphic Arts Industry Joint Pension Trust | Board of Trustees of Graphic Arts Industry Joint Pension Plan | VA | 8,221 | $566M | $46K |
| Memorial Sloan Kettering Cancer Center Pension Plan | Memorial Sloan Kettering Cancer Center | NY | 7,968 | $1.23B | $48K |
| Hormel Foods Corporation Hourly Employees' Pension Plan | Hormel Foods Corporation | MN | 7,634 | $351M | $20K |
| New Jersey Building Laborers Statewide Pension Fund | BD of Trustees New Jersey Building Laborers Statewide Pension Fund | NJ | 7,137 | $534M | $113K |
| United Teamster Pension Fund a | Board of Trustees of United Teamster Pension Fund a | NY | 6,859 | $343M | $71K |
| Cash Balance Retirement Plan of Hallmark Cards, Inc. | Hallmark Cards, Inc. | MO | 6,585 | $427M | $16K |
| San Diego County Construction Laborers' Pension Trust Fund | Board of Trustees, San Diego County Construction | CA | 6,461 | $515M | $9,448 |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $10K |
| Legrand North America 401(k) Plan | Legrand Holding, Inc. | CT | 6,145 | $722M | $80 |
| Fox Valley and Vicinity Laborers Pension Fund | Board of Trustees of Fox Valley Laborers Pension Fund | IL | 5,289 | $713M | $6,795 |
| Local 360 Labor-Management Pension Fund | Local 360 Labor-Management Pension Fund | NJ | 5,228 | $158M | $12K |
| American Axle & Manufacturing, Inc. Pension Plan | American Axle & Manufacturing, Inc. | MI | 4,972 | $270M | $78K |
| Afscme Employees Pension Plan | American Federation of State, County and Municipal Employees | DC | 4,659 | $1.64B | $60K |
| Blue Cross and Blue Shield of Minnesota Pension Plan | Blue Cross & Blue Shield of Minnesota | MN | 4,353 | $231M | $7,473 |
| The Associated Press Consolidated Retirement Plan | Associated Press | NY | 4,141 | $430M | $6,924 |
| Greater Kansas City Laborers Pension Plan | Greater Kansas City Laborers Pension Plan | MO | 3,966 | $440M | $5,101 |
| Loyola University Employees' Retirement Plan | Loyola University of Chicago Attn Benefits Department | IL | 3,084 | $154M | $23K |
| Pointers, Cleaners, & Caulkers Pension Fund | Board of Trustees of Pointers, | NY | 2,919 | $403M | $20K |
| Soft Drink Industry Pension Fund | Trustees of Soft Drink Industry Pension Fund | IL | 2,680 | $107M | $14K |
| Local 522 Pension Fund | Board of Trustees of Local 522 Pension Fund | NY | 2,458 | $123M | $20K |
| Pipe Fitters Local No 533 Pension Plan | Pipe Fitters Local No 533 Pension Plan | MO | 2,321 | $330M | $5,229 |
| Tuckpointer Local 52 Pension Plan | Tuckpointer Local 52 Pension Plan | IL | 2,187 | $410M | $7,603 |
Questions and answers
How many plans does Pension Benefit Information, LLC serve?
51 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 Pension Benefit Information, LLC?
The median plan reported $2.37 per participant in direct and indirect compensation (51 plans reporting an amount), or 0.00% 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 Other services (29 plans), Recordkeeping and information management (5 plans), Consulting (general) (5 plans) and Participant communication (3 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.