Providers › Actuarial
Service provider · Schedule C, plan year 2024
The Segal Company
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.
The Segal Company is named as a service provider on the Schedule C of 110 retirement plans with 100 or more participants for plan year 2024, covering 1,487,486 participant records. Most often it is reported for actuarial.
Reported compensation from those plans, direct and indirect, totalled $15.4M. Per plan, the median was $29.05 per participant, with the middle half of plans between $9.89 and $50.80. 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 (39), Minnesota (15) and Missouri (14).
In 2009 it appeared on 139 such filings; in 2024, 114 (down 18%). 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 | $9.89 | $29.05 | $50.80 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 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 |
|---|---|---|---|---|---|
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | 332,020 | $38.3B | $362K |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $812K |
| Sheet Metal Workers' National Pension Fund | BD of Trustees Sheet Metal Workers' National Pension Fund | VA | 152,375 | $8.26B | $387K |
| 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 | $499K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $592K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $231K |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | Pension Committee Under Twin City Hospitals - Minnesota Nurses | MN | 33,805 | $2.38B | $195K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $651K |
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $98K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $309K |
| Graphic Communications National Pension Fund | Board of Trustees of Gc-Npf | IL | 26,608 | $1.54B | $238K |
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $109K |
| Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 21,655 | $3.19B | $180K |
| 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 | $135K |
| Twin City Carpenters and Joiners Pension Fund | Board of Trustees of the Twin City Carpenters and Joiners Pension Fund | MN | 18,016 | $2.01B | $221K |
| United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund | United Food & Commercial Workers Union Local 880 - Retail Food | OH | 17,755 | $460M | $127K |
| SEIU Local No. 4 Pension Fund | Trustees of SEIU Local No. 4 Pension Fund | IL | 17,627 | $88.6M | $97K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $167K |
| United Food & Commercial Workers Union - Employer Pension Fund | United Food & Commercial Workers Union - Employer Pension Fund | OH | 15,681 | $339M | $87K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $212K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $109K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $233K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $53K |
| Wisconsin Laborers' Pension Fund | Trustees of Wisconsin Laborers' Pension Fund | WI | 11,411 | $1.14B | $252K |
| Construction Industry Retirement Fund of Rockford | Joint Board of Trustees of Construction Industry of Rockford, Illinois | MI | 11,408 | $619M | $22K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $207K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $347K |
| Cleveland Bakers and Teamsters Pension Fund | Joint Bot Cleveland Bakers and Teamsters Pension Fund | OH | 9,142 | $350M | $482K |
| Pension Fund of Local 227 | Board of Trustees of Pension Fund of Local 227 | FL | 8,832 | $97.2M | $106K |
| Iron Workers District Council of So Oh & Vicinity Pension Trust | Iron Workers District Council of Southern Ohio & Vicinity | OH | 8,620 | $1.16B | $51K |
| Construction Laborers Pension Trust of Greater St. | Construction Laborers Pension Trust of Greater St. Louis Trustees | MO | 8,261 | $1.16B | $174K |
| Graphic Arts Industry Joint Pension Trust | Board of Trustees of Graphic Arts Industry Joint Pension Plan | VA | 8,221 | $566M | $148K |
| Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund | Trustees of Iron Wkers' Mid-America Supplemental | IL | 6,945 | $771M | $47K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $172K |
| Northern Mn-Wi Area Retail Clerks Pension Fund | Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund | MN | 6,012 | $136M | $68K |
| UFCW Int'l Union-Albertsons Variable Annuity Pension Fund | Trustees of UFCW Int'l Union-Albertsons Variable Annuity Pension | IL | 5,995 | $60.7M | $195K |
| Sheet Metal Workers' Local 10 Pension Fund | Trustees of Sheet Metal Workers' Local 10 Pension Fund | MN | 5,408 | $406M | $64K |
| Sheet Metal Workers' Local 73 Pension Fund | Board of Trustees of the Sheet Metal Workers 73 Pension Fund | IL | 5,310 | $784M | $145K |
| Administrative District Council 1 Pension Fund | Board of Trustees of Administrative District Council 1 Pension Fund | IL | 5,273 | $543M | $162K |
| Iron Workers St. Louis District Council Annuity Trust Fund | Board of Trustees of Iron Workers St. Louis District Council Annuity | MO | 5,260 | $410M | $20K |
Questions and answers
How many plans does The Segal Company serve?
110 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 The Segal Company?
The median plan reported $29.05 per participant in direct and indirect compensation (110 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 Actuarial (94 plans), Consulting (pension) (27 plans), Consulting (general) (15 plans) and Other services (2 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.