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.
For plan year 2024, 242 retirement plans with 100 or more participants reported paying The Segal Company $5,000 or more. Those plans cover 2,005,529 participant records, and the service most often reported is actuarial.
Reported compensation from those plans, direct and indirect, totalled $29.4M. Per plan, the median was $28.43 per participant, with the middle half of plans between $10.70 and $70.92. 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 (100), New Jersey (31) and Maryland (24).
In 2009 it appeared on 281 such filings; in 2024, 256 (down 9%). 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 | $10.70 | $28.43 | $70.92 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.09% |
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 |
|---|---|---|---|---|---|
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $447K |
| Building Service 32BJ Pension Fund | Board of Trustees of the Building Service 32BJ Pension Fund | NY | 121,234 | $4.57B | $338K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $585K |
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $332K |
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $244K |
| Pace Industry Union-Management Pension Fund | Pace Industry Union-Management Pension Fund | TN | 60,684 | $2.82B | $890K |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board of Trustees | PA | 54,107 | $11.7B | $1.1M |
| National Integrated Group Pension Plan | Board of Trustees of National Integrated Group Pension Plan | PA | 46,326 | $1.59B | $245K |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $590K |
| I.A.M. National Plan | Board of Trustees I.A.M. 401(k) Fund | DC | 45,058 | $971M | $18K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $351K |
| New York District Council of Carpenters Annuity FD | Board of Trustees of the Nydcc Annuity FD | NY | 38,355 | $3.69B | $8,195 |
| 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 | $18K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $287K |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $32K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $119K |
| UFCW Local 1500 Pension Plan | Board of Trustees U.F.C.W. Local 1500 Pension Fund | NY | 31,393 | $946M | $89K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $371K |
| Equity League 401(k) Plan | Board of Trustees of the Equity League 401(k) Plan | NY | 24,451 | $557M | $14K |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $34K |
| Carpenters Labor-Management Pension Plan | United Brotherhood of Carpenters Labor-Mgmt PF Trustee | CA | 24,299 | $1.18B | $47K |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $168K |
| 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 | $8,375 |
| Massachusetts Laborers' Pension Fund | Board of Trustees of Massachusetts Laborers' Pension Fund | MA | 22,433 | $2.50B | $345K |
| Mason Tenders District Council Annuity Fund | Board of Trustees Mason Tenders District Council Annuity Fund | NY | 19,994 | $932M | $82K |
| Mason Tenders' District Council Pension Fund | Board of Trustees Mason Tenders District Council Pension Fund | NY | 19,759 | $1.93B | $212K |
| The Retirement Plan of the Amalgamated Insurance Fund | Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund | NY | 18,793 | −$852M | $40K |
| Olin Corporation Employees Pension Plan | Olin Corporation | MO | 18,546 | $1.80B | $905K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $245K |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | NY | 15,472 | $529M | $111K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $168K |
| The Cultural Institutions Savings Plan | The Cultural Institutions Retirement System | NY | 14,828 | $725M | $9,450 |
| Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund | Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund | NJ | 14,241 | $1.75B | $119K |
| United Food and Commercial Workers Local 1500 Annuity Plan | Board of Trustees UFCW Local 1500 Annuity Fund | NY | 13,729 | $46.9M | $11K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $351K |
| UFCW Union Local 919 & Contributing Employers' Food Pension Fund | UFCW Union Local 919 & Contributing Empl Pension | CT | 12,913 | $470M | $302K |
| 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 | $155K |
| Operating Engineers Local 825 Profit Sharing Fund | Operating Engineers Local 825 Profit Sharing Fund | NJ | 12,327 | $1.51B | $31K |
| Excavators Union Local 731 Pension Fund | Excavators Union Pension Fund Loca | NY | 11,892 | $3.01B | $206K |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | NY | 11,832 | $472M | $145K |
Questions and answers
How many plans does The Segal Company serve?
242 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 $28.43 per participant in direct and indirect compensation (241 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 (200 plans), Consulting (general) (65 plans), Consulting (pension) (49 plans) and Insurance agents and brokers (10 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.