Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Ullico Investment Advisors Inc.
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.
Ullico Investment Advisors Inc. is named as a service provider on the Schedule C of 125 retirement plans with 100 or more participants for plan year 2024, covering 2,675,792 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $42.1M. Per plan, the median was $38.81 per participant, with the middle half of plans between $25.73 and $77.47. 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 (27), Illinois (19) and California (14).
In 2009 it appeared on 29 such filings; in 2024, 131. 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 | $25.73 | $38.81 | $77.47 |
| Compensation as a share of plan net assets | 0.03% | 0.05% | 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 |
|---|---|---|---|---|---|
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 693,723 | $19.3B | $1.9M |
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $1.7M |
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $1.8M |
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $279K |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $102K |
| Bricklayers & Trowel Trades International Pension Fund | Bricklayers & Trowel Trades Intl Pension FD BD of Trustee | DC | 76,992 | $1.90B | $270K |
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $267K |
| Laborers Pension Trust Fund for Northern California | Board of Trustees Laborers Pension Trust Fund for Northern California | CA | 44,826 | $5.45B | $412K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $1.7M |
| Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 40,018 | $3.65B | $1.1M |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $859K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $2.1M |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $729K |
| Southern California Ibew-Neca Defined Contribution Plan | Board of Trustees, Southern California Ibew-Neca | CA | 29,361 | $1.28B | $559K |
| Indiana Laborers Pension Fund | Board of Trustees - Indiana Laborers Pension Fund | IN | 28,807 | $1.81B | $741K |
| Building Trades United Pension Trust Fund Milwaukee and Vicinity | Building Trades United Pension Trust Fund | WI | 28,408 | $3.52B | $896K |
| Graphic Communications National Pension Fund | Board of Trustees of Gc-Npf | IL | 26,608 | $1.54B | $22K |
| Central Laborers Annuity Plan | Board of Trustees of Central Laborers Annuity Plan | IL | 24,935 | $355M | $426K |
| 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 | $2.3M |
| New England Health Care Employees Pension Plan | Board of Trustees-New England Health Care Employees Pension Fund | CT | 21,117 | $1.01B | $177K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $512K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $776K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $477K |
| Local 338 Retirement Fund | Trustees Local 338 Retirement Fund | NY | 17,068 | $604M | $365K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $2.0M |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $104K |
| 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 | $208K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $146K |
| Carpenters Pension Trust Fund of Kansas City | Carpenters Pension Trust Fund of Kansas City | MO | 13,466 | $1.45B | $189K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $985K |
| Pacific Coast Roofers Pension Plan | Board of Trustees for Pacific Coast Roofers Pension Plan | CA | 10,634 | $700M | $208K |
| Electrical Workers Pension Plan Local 103 I.B.E.W. | Joint Board of Trustees Electrical Workers Local 103 IBEW | MA | 10,385 | $2.04B | $698K |
| Operating Eng Cons Ind Misc. Pension Fund | BD of TR Oper Eng Cons. Industry Miscellaneous Pension Fund | PA | 10,156 | $845M | $526K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $271K |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $345K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $951K |
| Painting Industry Annuity Fund | Board of Trustees of the Painting Industry Annuity Fund | NY | 8,480 | $879M | $297K |
| Edison Pension Plan | Board of Trustees, Edison Pension Trust | OR | 8,208 | $1000M | $280K |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $229K |
| Automotive Machinists Pension Plan | Automotive Machinists Pension Trust | WA | 7,159 | $843M | $245K |
Questions and answers
How many plans does Ullico Investment Advisors Inc. serve?
125 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 Ullico Investment Advisors Inc.?
The median plan reported $38.81 per participant in direct and indirect compensation (125 plans reporting an amount), or 0.05% 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 management (116 plans), Custodial (securities) (3 plans), Investment advisory (plan) (2 plans) and Recordkeeping and information management (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.