Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Verus
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.
Verus is named as a service provider on the Schedule C of 87 retirement plans with 100 or more participants for plan year 2024, covering 726,408 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $9.1M. Per plan, the median was $27.52 per participant, with the middle half of plans between $13.39 and $58.65. 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 Washington (28), California (27) and Oregon (14).
In 2009 it appeared on 56 such filings; in 2024, 87 (up 55%). 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 | $13.39 | $27.52 | $58.65 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.08% |
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 |
|---|---|---|---|---|---|
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $520K |
| Sound Variable Annuity Pension Trust | Board of Trustees, Sound Variable Annuity | WA | 102,120 | $140M | $35K |
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $671K |
| Sutter Health Retirement Plan | Sutter Health | CA | 66,154 | $5.87B | $441K |
| Oregon Retail Employees Pension Plan | Board of Trustees, Oregon Retail Employees Pension | OR | 56,361 | $1.06B | $209K |
| International Painters and Allied Trades Industry Annuity Plan | Intl Painters & Allied Trades Ind. Pension Fund- | MD | 25,947 | $635M | $85K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $123K |
| Wa State Plumbing and Pipefitting Industry Pension Plan | Bot, Wa State Plumbing and Pipefitting Industry Pension Plan | WA | 10,360 | $1.26B | $162K |
| Uchealth 403(b) Plan | University of Colorado Health | CO | 9,749 | $209M | $26K |
| Arizona Pipe Trades Defined Contribution Pension Plan | Board of Trustees Arizona Pipe Trades DC Pension Plan | AZ | 9,484 | $461M | $172K |
| Puget Sound Electrical Workers Pension Plan | Board of Trustees, Puget Sound Electrical Workers Pension Trust | WA | 8,704 | $1.31B | $105K |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | AZ | 8,185 | $313M | $110K |
| Puget Sound Electrical Workers 401(k) Savings Plan | Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan | WA | 8,061 | $622M | $27K |
| Ironworkers District Council of the Pacific NW Field Ironworkers Annuity Trust Fund | Ironworkers District Council of the Paci Field Ironworkers Annuity Tru | WA | 7,937 | $589M | $74K |
| Hanford Multi-Employer Pension Plan | Hanford Pension & Savings Plans Committee | WA | 7,714 | $1.22B | $285K |
| Northwest Ironworkers Retirement Plan | Northwest Ironworkers Retirement Plan Board of Trustees | WA | 7,196 | $851M | $124K |
| Cement Masons Southern California Pension Trust | Board of Trustees, Cement Masons Southern California | CA | 6,736 | $279M | $130K |
| Western States Office & Professional Employees Pen | Western States Office & Professional Emp | CA | 6,631 | $601M | $235K |
| 112/73 Retirement Plan Neca-Ibew | 112/73 Retirement Trust Fund Neca - IBEW | WA | 6,590 | $478M | $69K |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western Wa U.A. Supplemental Pension Plan | WA | 6,517 | $661M | $53K |
| UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan | Board of Trustees, United Association Union Local No. | OR | 6,486 | $1.26B | $129K |
| Cement Masons Southern California Individual Retirement Account Defined Contribution Trust | Board of Trustees, Cement Masons Southern California | CA | 6,385 | $223M | $128K |
| Nevada Resort Association IATSE Local 720 Retirement Plan | Nevada Resort Association IATSE Local 720 Retirement Plan, Board of TR | NV | 6,130 | $241M | $147K |
| 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates | Moss Adams LLP | WA | 6,020 | $633M | $42K |
| Hanford Operations and Engineering Investment Plan | Hanford Pension and Savings Plans Committee | WA | 5,900 | $1.31B | $74K |
| Arizona Pipe Trades Pension Plan | Board of Trustees Arizona Pipe Trades Pension Plan | AZ | 5,112 | $412M | $225K |
| Inlandboatmen's Union of the Pacific National Pension Plan | Board of Trustees, Ibu of the Pacific National | OR | 4,899 | $299M | $80K |
| Confluence Health 401(k) Plan | Confluence Health | WA | 4,692 | $697M | $43K |
| Northern California Pipe Trades Pension Plan | Board of Trustees Northern Cali. Pipe Trades Pension Trust | CA | 4,420 | $1.12B | $200K |
| Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented Employees | Hanford Pension and Savings Plans Committee | WA | 4,260 | $710M | $50K |
| I.A.T.S.E. Local 16 Pension Plan | I.A.T.S.E. Local 16 Pension Plan Trustees | CA | 3,877 | $283M | $120K |
| Laborers Agc Pension Trust of Montana | Laborers Agc Pension Trust of Montana Board of Trustees | WA | 3,643 | $138M | $89K |
| I.B.E.W. Pacific Coast Pension Fund | Board of Trustees of the I.B.E.W. Pacific Coast Pension Fund | WA | 3,434 | $295M | $103K |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | Bot - Oregon Sheet Metal Workers Master Retirement Trust | OR | 3,426 | $527M | $168K |
| Retirement Plan of the IBEW Local 76 Retirement Trust | Board of Trustees, Retirement Plan of the IBEW | WA | 3,334 | $254M | $54K |
| Legacy Allergan, Inc. Pension Plan | Allergan, Inc. | IL | 3,331 | $618M | $64K |
| United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan | Board of Trustees, U.A. Union Local No. 290 Plumber, | OR | 3,115 | $236M | $39K |
| Sheet Metal Workers' Local 88 401(k) Plan | Board of Trustees | NV | 3,070 | $80.0M | $58K |
| So. Ca, Az, Co., & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | Board of Trustees, California, Arizona, Colorado, and | CA | 3,031 | $312M | $80K |
| Idaho Operating Engineers Employers Pension Plan | Idaho Operating Engineers-Employers Pens | WA | 3,030 | $152M | $55K |
Questions and answers
How many plans does Verus serve?
87 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 Verus?
The median plan reported $27.52 per participant in direct and indirect compensation (87 plans reporting an amount), or 0.04% 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 advisory (plan) (69 plans), Consulting (pension) (27 plans), Consulting (general) (7 plans) and Investment management (6 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.