Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Barlow Coughran Morales & Josephson
Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Assets of those plans
$3,000,444,671
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$284,437
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 29 | Legal | 11 |
| 50 | Direct payment from the plan | 11 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Northwest Carpenters Individual Account Pension Plan | Board of Trustees Northwest Carpenters Individual Account Pension PLA | $707,774,881 | 21,140 | $30,274 |
| Western Washington U.A. Supplemental Pension Plan | Board of Trustees of the Western WA U.A. Supplemental Pension Plan | $661,120,477 | 6,354 | $49,285 |
| Puget Sound Electrical Workers 401(k) Savings Plan | Board of Trustees Puget Sound Electrical Workers 401(k) Savings Plan | $622,308,825 | 8,061 | $51,556 |
| Northwest Sheet Metal Workers Supp Pension Plan | BD of Trustees Northwest Sheet Metal Workers Supp Pension Plan | $358,918,555 | 10,579 | $25,540 |
| United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan | Board of Trustees U.A. Union Local No. 290 Plumber | $235,617,418 | 3,115 | $19,680 |
| Midwest Teamsters Member 401(k) Plan | Board of Trustees Midwest Teamsters Member 401(k) | $116,672,471 | 3,157 | $9,261 |
| Machinists Retirement and Savings Plan | Board of Trustees of the Machinists Retirement and Savings Plan | $106,971,324 | 2,903 | $36,940 |
| U.A. Locals No. 375 and 367 Supplemental Trust | Board of Trustees U.A. Locals 375/367 Supplemental Pension Trust | $102,422,270 | 2,295 | $21,260 |
| UFCW Investment Savings Plan and Trust | Board of Trustees UFCW Investment Savings Plan | $36,505,627 | 3,366 | $5,488 |
| Office & Professional Employees Retirement Plan | Board of Trustees Office & Professional Employees RET Plan | $34,499,408 | 2,732 | $12,600 |
| Cement Masons and Plasterers 401(k) Plan | Board of Trustees Cement Masons and Plasterers 401(k) Trust | $17,633,415 | 1,975 | $22,553 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.