Providers › Actuarial
Service provider · Schedule C, plan year 2024
United Actuarial Services, Inc.
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, 78 retirement plans with 100 or more participants reported paying United Actuarial Services, Inc. $5,000 or more. Those plans cover 361,639 participant records, and the service most often reported is actuarial.
Reported compensation from those plans, direct and indirect, totalled $3.9M. Per plan, the median was $22.69 per participant, with the middle half of plans between $11.25 and $55.57. 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 Michigan (26), Indiana (9) and Illinois (8).
In 2009 it appeared on 72 such filings; in 2024, 86 (up 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 | $11.25 | $22.69 | $55.57 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $175K |
| Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan | Trustees of Central Midwest Regional Council of Carpenters DC Pension | MI | 55,172 | $1.59B | $7,688 |
| Ohio Carpenters' Pension Plan | Trustees of Ohio Carpenters' Pension Plan | MI | 31,115 | $2.12B | $324K |
| Carpenters' Pension Trust Fund - Detroit and Vicinity | Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity | MI | 22,212 | $1.34B | $118K |
| Indiana State Council of Carpenters Pension Fund | Board of Trustees Indiana State Council of Carpenters Pension Fund | MI | 17,170 | $1.35B | $207K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $156K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $99K |
| Laborers Pension Trust Fund - Detroit and Vicinity | Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity | MI | 11,153 | $884M | $83K |
| Michigan Carpenters' Pension Fund | Board of Trustees, Michigan Carpenters' Pension Fund | MI | 10,312 | $771M | $90K |
| Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW | The Board of Trustees of the Electrical Workers Pension Trust | MI | 8,404 | $920M | $35K |
| Kansas Construction Trades Open End Pension Trust Fund | Kansas Construction Trades Open End Pension Trust Fund | KS | 7,084 | $202M | $71K |
| International Union of Operating Engineers Local 841 Qualified Savings Plan | Trustees of the International Union of Operating Engineers | IN | 7,071 | $160M | $12K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $57K |
| Omaha Construction Industry Pension Plan | Omaha Const. Ind. Pension Plan Joint Board of Trustees | NE | 4,711 | $356M | $89K |
| Indiana Electrical Workers Pension Plan | Indiana Electrical Workers Pension Trust Fund IBEW | IN | 4,587 | $520M | $76K |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 3,275 | $418M | $64K |
| Wisconsin Masons Pension Fund | Board of Trustees of Wisconsin Masons Pension Fund | WI | 3,243 | $327M | $62K |
| Pipefitters Local 636 Defined Benefit Pension Fund | Pipefitters Local No 636 Defined Benefit Pension Fund | MI | 3,207 | $488M | $7,527 |
| IBEW Local Union No. 22/NECA Defined Benefit Pension Fund, Plan a | IBEW Local Union No. 22/NECA Joint Board of Trustees | NE | 2,671 | $210M | $45K |
| Operating Engineers Local 649 Annuity Trust Fund | Board of Trustees Operating Engineers Local 649 Annuity Trust Fund | IL | 2,617 | $123M | $20K |
| Plumbers & Pipefitters Local Union No. 572 Pension Fund | Trustees of Plumbers and Pipefitters Local Union No. 572 Pension Fund | TN | 2,600 | $211M | $7,400 |
| Teamsters National Pipe Line Pension Plan | Trustees of Teamsters National Pipe Line Pension Plan | MN | 2,468 | $318M | $58K |
| Plumbers Local No 98 Defined Benefit Pension Fund | Plumbers Local 98 Defined Benefit Pension Fund | MI | 2,462 | $295M | $12K |
| Pipe Fitters Local No 533 Pension Plan | Pipe Fitters Local No 533 Pension Plan | MO | 2,321 | $330M | $85K |
| Indiana Teamsters Pension Plan | Board of Trustees of the Indiana Teamsters Pension Plan | IN | 2,061 | $101M | $25K |
| Bricklayers' Pension Trust Fund-Metropolitan Area | Joint Board of Trustees Bricklayer Pension Trust Fund | MI | 1,954 | $188M | $41K |
| Plumbers & Pipefitters U.A. Local 85 Pension Plan | Joint Board of Trustees Plumbers & Pipefitters U.A. Local 85 Pension | MI | 1,931 | $177M | $34K |
| Florida Trowel Trades Pension Trust Fund | Florida Trowel Trades Pension Trust Fund | TN | 1,846 | $57.1M | $21K |
| Intl Brotherhood of Elec Work. Loc 58 Sound & Communications | Board of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret | MI | 1,838 | $82.7M | $23K |
| Steamfitters Local Union No. 464 Pension Plan | Board of Trustees Steamfitters Local Union No. 464 | NE | 1,838 | $251M | $43K |
| Teamsters Local Union No. 716 Pension Plan | JT Board of Trustees Teamsters | IN | 1,766 | $103M | $50K |
| IBEW Local 150 Pension Plan | Trustees Under IBEW Local 150 Pension Fund | KY | 1,761 | $272M | $40K |
| Painters District Council No. 3 Pension Fund | Painters District Council No. 3 Pension Fund | MO | 1,747 | $147M | $58K |
| Bac Local Union 15 Pension Fund | Board of Trustees Bac Local 15 Pension Fund | MO | 1,672 | $146M | $49K |
| Neca Local 145 IBEW Pension Fund | Neca Local 145 IBEW Pension Fund | IL | 1,654 | $275M | $37K |
| Plumbers and Pipefitters Local Union No 333 Pension Fund | Joint Board Plumbers & Pipefitters Local Union No. 333 Pension | MI | 1,532 | $300M | $85K |
| Outstate Michigan Trowel Trades Pension Fund | Trustees of Outstate Michigan Trowel Trades Pension Fund | MI | 1,518 | $86.2M | $25K |
| Indiana Pipe Trades Defined Contribution Pension Plan | BD of Trustees - Indiana Pipe Trades DFND Cont Pension Plan | IN | 1,464 | $91.8M | $22K |
| Plumbers & Steamfitters Local # 137 Pension Fund | Plumbers & Steamfitters Local 137 Pension Fund Board of Trustees | IL | 1,326 | $150M | $42K |
| Plumbers & Pipefitters Local 162 Pension Fund | Plumbers & Pipefitters Local 162 | OH | 1,306 | $98.0M | $48K |
Questions and answers
How many plans does United Actuarial Services, Inc. serve?
78 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 United Actuarial Services, Inc.?
The median plan reported $22.69 per participant in direct and indirect compensation (77 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 (74 plans), Consulting (pension) (13 plans), Consulting (general) (5 plans) and Investment management (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.