Providers › Other services
Service provider · Schedule C, plan year 2024
SS&C
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.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying SS&C $5,000 or more. Those plans cover 78,185 participant records, and the service most often reported is other services.
Reported compensation from those plans, direct and indirect, totalled $186K. Per plan, the median was $43.11 per participant, with the middle half of plans between $10.64 and $59.38. 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 Illinois (3), California (3) and Tennessee (3).
In 2020 it appeared on 7 such filings; in 2024, 27. 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 | $10.64 | $43.11 | $59.38 |
| Compensation as a share of plan net assets | 0.07% | 0.08% | 0.49% |
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 |
|---|---|---|---|---|---|
| Blue Cross Blue Shield of SC Employee Savings and Salary Reduction Plan | Blue Cross and Blue Shield of South Carolina | SC | 15,669 | $1.46B | $0 |
| Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan | Blue Cross and Blue Shield of Florida, Inc. | FL | 10,868 | $1.67B | $0 |
| Blue Shield of California Tax Deferred Salary Investment Plan | California Physicians Service, DBA Blue Shield of Ca | CA | 10,619 | $1.68B | $0 |
| Bluecross Blueshield of Tennessee Employee Retirement Savings Program | Blue Cross Blue Shield of Tennessee | TN | 8,284 | $1.26B | $0 |
| Cambia Health Solutions, Inc. 401(k) Savings Plan | Cambia Health Solutions, Inc. | OR | 6,863 | $1.47B | $0 |
| Excellus 401(k) Plan | Excellus Health Plan Inc. | NY | 5,388 | $872M | $0 |
| Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program | Louisiana Health Service & Indemnity Company | LA | 4,557 | $661M | $0 |
| Tax-Favored Savings Program | Blue Cross and Blue Shield of Kansas, Inc. | KS | 2,151 | $335M | $0 |
| Blue Cross and Blue Shield Association Tax-Favored Savings Program | Blue Cross and Blue Shield Association | IL | 1,864 | $480M | $0 |
| Blue Cross and Blue Shield of Kansas City 401(k) Plan | Blue Cross and Blue Shield of Kansas City | MO | 1,860 | $282M | $0 |
| Blue Cross of Idaho Health Service, Inc. 401(k) Plan | Blue Cross of Idaho Health Service, Inc. | ID | 1,825 | $234M | $0 |
| Jones Companies 401(k) Plan | Jones Companies, LLC | MS | 1,515 | $44.2M | $90K |
| Ret. Program for Ees of Viskase Companies, Inc. | Viskase Companies, Inc. | IL | 1,091 | $88.5M | $7,567 |
| Life and Specialty Ventures, LLC 401(k) Plan | Life and Specialty Ventures LLC | AR | 795 | $138M | $0 |
| Kids Individual Development Services, LLC 401(k) Plan | Kids Individual Development Services, LLC | OR | 743 | $1.4M | $36K |
| Tax Favored Savings Program | Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company | MS | 735 | $122M | $0 |
| BCBS of Vermont 401(k) Retirement Program | Blue Cross and Blue Shield of Vermont | VT | 560 | $92.9M | $0 |
| United TN Holdings, Inc. 401(k) Plan | United TN Holdings, Inc. | TN | 411 | $8.4M | $0 |
| Blue Cross Blue Shield of Wyoming Tax-Favored Savings Program | Blue Cross & Blue Shield of Wyoming | WY | 374 | $40.4M | $0 |
| Asian Community Center of Sacramento Valley 403(b) Plan | Asian Community Center of Sacramento Valley, Inc. | CA | 369 | $4.7M | $3,926 |
| New Avenues to Independence, Inc. Retirement Plan | New Avenues to Independence, Inc. | OH | 368 | $2.3M | $16K |
| Diagnostic Clinic Medical Group Retirement & Savings Plan | Diagnostic Clinic Medical Group, Inc. | FL | 267 | $25.1M | $0 |
| Health Intelligence Company, LLC Tax-Favored Savings Program | Health Intelligence Company, LLC Doing Business As Bhi | IL | 264 | $33.2M | $0 |
| Preferred Technologies 401(k) Profit Sharing Plan & Trust | Preferred Technologies, LLC | TX | 233 | $4.4M | $3,200 |
| The Anderson Clinic LLC 401(k) Profit Sharing Plan | The Anderson Clinic, LLC | VA | 216 | $30.9M | $2,199 |
| Nacpc 401(k) Plan | North American Chassis Pool Cooperative, LLC | TN | 174 | $3.6M | $18K |
| Electrical Design & Motor Control, Inc. 401(k) Plan | Electrical Design & Motor Control, Inc. | CA | 122 | $12.7M | $9,270 |
Questions and answers
How many plans does SS&C serve?
27 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 SS&C?
The median plan reported $43.11 per participant in direct and indirect compensation (9 plans reporting an amount), or 0.08% 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 (17 plans), Recordkeeping and information management (9 plans), Investment management (6 plans) and Participant loan processing (4 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.