Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Segal Marco Advisors
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.
Segal Marco Advisors is named as a service provider on the Schedule C of 252 retirement plans with 100 or more participants for plan year 2024, covering 2,965,441 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $23.0M. Per plan, the median was $22.01 per participant, with the middle half of plans between $8.06 and $47.12. 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 (58), Ohio (17) and Illinois (15).
In 2009 it appeared on 148 such filings; in 2024, 264 (up 78%). 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 | $8.06 | $22.01 | $47.12 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 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 |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $117K |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $467K |
| Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 154,012 | $3.67B | $410K |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | NY | 122,833 | $2.56B | $40K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $461K |
| Southwest Carpenters Annuity Fund | Board of Trustees, Southwest Carpenters Annuity Fund | CA | 93,934 | $1.13B | $15K |
| The Legacy Plan of the Unite Here Retirement Fund | Board of Trustees - Legacy Plan of the Unite Here Retirement Fund | NY | 87,313 | $601M | $299K |
| The Adjustable Plan of the Unite Here Retirement | Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund | NY | 72,394 | $449M | $59K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $113K |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $321K |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $164K |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board of Trustees | PA | 54,107 | $11.7B | $1.5M |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $40K |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $229K |
| 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 | $87K |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $39K |
| Mid-America Carpenters Regional Council Supplemental Retirement Plan | Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem | IL | 37,703 | $2.02B | $11K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $601K |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401(k) Ret Plan | PA | 37,105 | $7.29B | $208K |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $158K |
| Southern California Ibew-Neca Defined Contribution Plan | Board of Trustees, Southern California Ibew-Neca | CA | 29,361 | $1.28B | $105K |
| Los Angeles Hotel-Restaurant Employer-Union Retirement Fund | Board of Trustees, Los Angeles Hotel-Restaurant | CA | 26,576 | $421M | $141K |
| Equity League 401(k) Plan | Board of Trustees of the Equity League 401(k) Plan | NY | 24,451 | $557M | $80K |
| Carpenters & Joiners Defined Contribution Plan | Board of Trustees of the Carpenters & Joiners Defined Contribution Pla | MN | 23,909 | $811M | $197K |
| Manpowergroup 401(k) Savings Plan | Manpowergroup Inc. | WI | 22,637 | $686M | $60K |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | Trustees of I.B. of T. Union Local 710 Pension Fund | IL | 21,566 | $4.39B | $351K |
| Retail, Wholesale & Department Store International Union and Industry Pension Fund | Board of Trustees of Retail Wholesale & Dept Store | AL | 20,129 | $619M | $130K |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $415K |
| 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 | $251K |
| Twin City Carpenters and Joiners Pension Fund | Board of Trustees of the Twin City Carpenters and Joiners Pension Fund | MN | 18,016 | $2.01B | $172K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $345K |
| SEIU Local No. 4 Pension Fund | Trustees of SEIU Local No. 4 Pension Fund | IL | 17,627 | $88.6M | $84K |
| The Pearson Retirement Plan 401(k) | Pearson Education Inc. | NJ | 16,864 | $2.37B | $74K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $159K |
| Hotel Union and Hotel Industry of Hawaii Pension Plan | Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio | HI | 14,918 | $763M | $203K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $170K |
| Board of Electrical Workers Local #26 I.A. Individual Account Plan | BD of Trustees for Electrical WKRS Loc No. 26 Individual Account Fund | MD | 13,624 | $1.30B | $49K |
| Carpenters Pension Trust Fund of Kansas City | Carpenters Pension Trust Fund of Kansas City | MO | 13,466 | $1.45B | $88K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $75K |
| North Central States Regional Council of Carpenters Supplemental Retirement Plan | Joint Board of Trustees of North Central States Regional Council of | WI | 11,776 | $378M | $31K |
Questions and answers
How many plans does Segal Marco Advisors serve?
252 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 Segal Marco Advisors?
The median plan reported $22.01 per participant in direct and indirect compensation (252 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) (208 plans), Investment management (17 plans), Consulting (general) (14 plans) and Consulting (pension) (12 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.