Providers › Insurance and brokerage
Service provider · Schedule C, plan year 2024
Segal Select Insurance Services
Most often reported for insurance and brokerage
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 Select Insurance Services is named as a service provider on the Schedule C of 165 retirement plans with 100 or more participants for plan year 2024, covering 1,748,488 participant records. Most often it is reported for insurance and brokerage.
Reported compensation from those plans, direct and indirect, totalled $5.9M. Per plan, the median was $4.78 per participant, with the middle half of plans between $2.18 and $13.58. 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 (29), Illinois (15) and Missouri (14).
In 2012 it appeared on 10 such filings; in 2024, 214. 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 | $2.18 | $4.78 | $13.58 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.02% |
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 Association National Pension Fund | B/o/t United Association National Pension Fund | VA | 196,837 | $7.70B | $672K |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | NY | 122,833 | $2.56B | $46K |
| Sound Variable Annuity Pension Trust | Board of Trustees, Sound Variable Annuity | WA | 102,120 | $140M | $43K |
| UFCW Retirement and Savings Plan | Trustees of UFCW Retirement and Savings Plan | NJ | 67,978 | $192M | $49K |
| Pace Industry Union-Management Pension Fund | Pace Industry Union-Management Pension Fund | TN | 60,684 | $2.82B | $85K |
| Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan | Trustees of Central Midwest Regional Council of Carpenters DC Pension | MI | 55,172 | $1.59B | $29K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $28K |
| I.A.M. National Plan | Board of Trustees I.A.M. 401(k) Fund | DC | 45,058 | $971M | $69K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $52K |
| Felra & UFCW Pension Plan | Board of Trustees, Felra & UFCW Pension | MD | 38,910 | $1.43B | $73K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $39K |
| Ohio Carpenters' Pension Plan | Trustees of Ohio Carpenters' Pension Plan | MI | 31,115 | $2.12B | $78K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $20K |
| Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 | Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan | IL | 26,148 | $3.45B | $19K |
| Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan | Board of Trustees, Directors Guild of America - | CA | 25,726 | $2.30B | $232K |
| Central Laborers Annuity Plan | Board of Trustees of Central Laborers Annuity Plan | IL | 24,935 | $355M | $9,922 |
| Eighth District Electrical Pension Fund Annuity Plan | Board of Trustees, Eighth District Electrical Pension | NV | 23,721 | $1.13B | $13K |
| Annuity Fund of Local No. One, I. a. T. S. E. | Board of Trustees, Annuity Fund of Local No. One, I.A.T.S.E. | NY | 23,085 | $1.18B | $20K |
| Massachusetts Service Employees' Pension Fund | Trustees of Massachusetts Service Employees' Pension Fund | NY | 22,061 | $297M | $83K |
| Cwa/itu Negotiated Pension Plan | Board of Trustees Cwa/itu Negotiated Pension Plan | NJ | 21,312 | $1.02B | $38K |
| Greater Pennsylvania Carpenters' Annuity and Savings Fund | Greater Pennsylvania Carpenters' Annuity and Savings Fund | PA | 21,196 | $590M | $0 |
| Mason Tenders District Council Annuity Fund | Board of Trustees Mason Tenders District Council Annuity Fund | NY | 19,994 | $932M | $32K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $133K |
| Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 | Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan | IL | 19,809 | $2.69B | $19K |
| UFCW Union Local No. 655, Food Employer's Joint Pe | Board of Trustees of UFCW Local 655, Food Employers Joint Pension Plan | MO | 18,936 | $779M | $127K |
| SEIU Local No. 4 Pension Fund | Trustees of SEIU Local No. 4 Pension Fund | IL | 17,627 | $88.6M | $7,861 |
| Michigan Regional Council of Carpenters' Annuity Fund | Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund | MI | 17,503 | $527M | $54K |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | NY | 15,472 | $529M | $122K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $141K |
| Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan | BD of Trustees Heavy & General Laborers' of NJ Annuity Fund | NJ | 14,981 | $1.49B | $37K |
| Directors Guild of America-Producer Pension Plan Basic Benefit Plan | Board of Trustees, Directors Guild of America- | CA | 14,707 | $2.46B | $232K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $33K |
| Construction Industry Laborers Supplemental Medica and Retiree Targeted Fund | Trustees of Construction Industry Laborers Smart Fund | MO | 14,172 | $43.3M | $6,666 |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $6,421 |
| GMP & Employers Pension Plan | GMP & Employers Pension Plan | OH | 12,939 | $565M | $115K |
| Bay Area Painters & Tapers Annuity Fund | Bay Area Painters & Tapers Annuity Fund | CA | 12,666 | $542M | $11K |
| Usw Industry 401(k) Plan | The Board of Trustees Usw Industry 401(k) Fund | TN | 12,604 | $396M | $8,436 |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees of Pipe Fitters Association Local 597 | IL | 11,439 | $2.49B | $16K |
| Wisconsin Laborers' Pension Fund | Trustees of Wisconsin Laborers' Pension Fund | WI | 11,411 | $1.14B | $12K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $26K |
Questions and answers
How many plans does Segal Select Insurance Services serve?
165 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 Select Insurance Services?
The median plan reported $4.78 per participant in direct and indirect compensation (164 plans reporting an amount), or 0.01% 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 Insurance agents and brokers (60 plans), Insurance services (39 plans), Legal (2 plans) and Named fiduciary (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.