Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Union Labor Life Insurance Company
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.
For plan year 2024, 96 retirement plans with 100 or more participants reported paying Union Labor Life Insurance Company $5,000 or more. Those plans cover 1,943,579 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $17.4M. Per plan, the median was $15.75 per participant, with the middle half of plans between $10.07 and $25.91. 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 (15), Illinois (10) and California (8).
In 2009 it appeared on 144 such filings; in 2024, 117 (down 19%). 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 | $10.07 | $15.75 | $25.91 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
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 | $1.6M |
| 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 | $182K |
| Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 154,012 | $3.67B | $278K |
| Sheet Metal Workers' National Pension Fund | BD of Trustees Sheet Metal Workers' National Pension Fund | VA | 152,375 | $8.26B | $1.4M |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $2.7M |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $113K |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $230K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $898K |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $759K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $461K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $382K |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $1.2M |
| Twin City Carpenters and Joiners Pension Fund | Board of Trustees of the Twin City Carpenters and Joiners Pension Fund | MN | 18,016 | $2.01B | $204K |
| Carpenters Pension Fund of Illinois | Board of Trustees of Carpenters Pension Fund of Illinois | IL | 17,735 | $2.23B | $233K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $176K |
| Laborers District Council of W PA Pension Fund | Laborers District Council of W PA Pension Fund Board of Trustees | PA | 16,000 | $947M | $43K |
| 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 | $108K |
| Hotel Union and Hotel Industry of Hawaii Pension Plan | Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio | HI | 14,918 | $763M | $36K |
| 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 | $145K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $301K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $138K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $353K |
| Excavators Union Local 731 Annuity Fund | Excavators Union Local 731 Annuity Board of Trustees | NY | 10,720 | $953M | $114K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $290K |
| Rhode Island Laborers Annuity Fund | Ri Laborers Annuity Fund Board of Trustees | RI | 9,546 | $253M | $46K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $168K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $130K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $115K |
| Central Illinois Carpenters Retirement Savings Fun | Board of Trustees Central Illinois Carpenters Retirement Savings Fund | IL | 8,248 | $254M | $0 |
| New Jersey Building Laborers Statewide Annuity Fund | BD of Trustees NJ Building Laborers Statewide Annuity Fund | NJ | 7,536 | $245M | $0 |
| Local 282 Pension Trust Fund | Board of Trustees of Local 282 | NY | 7,375 | $1.35B | $158K |
| New Jersey Building Laborers Statewide Pension Fund | BD of Trustees New Jersey Building Laborers Statewide Pension Fund | NJ | 7,137 | $534M | $0 |
| Connecticut Laborers' Pension Plan | Connecticut Laborers' Pension Fund Board of Trustees | CT | 7,019 | $600M | $182K |
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, ST & Prov Pen Plan | U a Local Union Officers & Employees Pension Fund | MD | 5,864 | $1.26B | $87K |
| Alaska Laborers-Employers Retirement Fund | Board of Trustees, Alaska Laborers- Employers Retirement Fund | WA | 5,804 | $657M | $50K |
| IBEW Local 716 Pension Plan | Board of Trustees of IBEW Local 716 Pension Plan | TX | 5,589 | $221M | $92K |
| Pension Fund of Operating Engineers Local 513 | Board of Trustees of Pension Fund of Operating Engineers Local 513 | MO | 5,456 | $810M | $174K |
| Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan | Iron Workers District Council of TN & Vicinity Annuity Plan | TN | 5,317 | $48.5M | $10K |
| Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund | Board of Trustees Agc-Iuoe Local of Agc-Iuoe Local 701 Pension Trust | WA | 5,157 | $358M | $65K |
| Teamster Local 282 Annuity Trust Fund | Board of Trustees Local 282 | NY | 5,146 | $886M | $188K |
Questions and answers
How many plans does Union Labor Life Insurance Company serve?
96 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 Union Labor Life Insurance Company?
The median plan reported $15.75 per participant in direct and indirect compensation (89 plans reporting an amount), or 0.02% 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 (85 plans), Custodial (securities) (5 plans), Insurance services (2 plans) and Insurance agents and brokers (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.