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Pension and retirement funds

There are 207pension and retirement funds in the United States. Combined, these pension and retirement fundsemploy 6,158 people, earn more than $42 billion in revenue each year, and have assets of $109 billion.
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Job trends for Pension and retirement funds

Employees per organizationNumber of organizations
0
54
1-10
14
11-25
2
26-100
2
101 to 1,000
8
1,000+
2
Key takeaways for employment stats:

Sizes of pension and retirement funds

Revenues per organizationNumber of organizations
< $250k
37
$250k to $1M
16
$1M to $5M
4
$5M to $25M
3
$25M to $100M
7
$100M+
24
Key takeaways for revenue stats:

Directory of pension and retirement funds

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1-20 of 207

Eder Financial

Eder Financial is a not-for-profit agency that provides retirement, insurance, and organizational investing services. It is reportable to the Church of the Brethren Annual Conference.
Revenue
$33.1m
Assets
$407.3m
Employees
35
EIN
36-3668497
IRS type
501(c)(3)

YMCA Retirement Fund

The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers.
Revenue
$523.4m
Assets
$8.8b
Employees
121
EIN
13-5562401
IRS type
501(c)(3)

Steamfitters Industry Fund Office

The Steamfitters' Industry Trust Funds are the employee benefit programs providing pension and welfare benefits to the thousands of active and retired members of Steamfitters' Local 638, their dependents and beneficiaries.
Revenue
$45.0m
Assets
$294.8m
Employees
0
EIN
13-6149681
IRS type
501(c)(5)

Multi-Plan Services Agency

Multi-Plan Services Agency (MPA) administers pension benefits and health and welfare benefits for Operating Engineers and Operating Engineers Health and Welfare Plan (OEHP) members in California. The nonprofit corporation is headquartered in Alameda, CA.
Revenue
$6.8m
Assets
$46.0m
Employees
12
EIN
81-3751949
IRS type
501(c)(5)

Missionsquare Retirement

ICMA Retirement Corporation administers retirement plans for public sector employees, lessening the burden on state and local governments.
Revenue
$271.5m
Assets
$643.1m
Employees
760
EIN
23-7268394
IRS type
501(c)(3)

Steamfitters' Industry Trust Fund

The Steamfitters' Industry Trust Funds are the employee benefit programs providing pension and welfare benefits to the thousands of active and retired members of Steamfitters' Local 638, their dependents and beneficiaries.
Revenue
$68.6m
Assets
$96.7m
Employees
37
EIN
13-1545680
IRS type
501(c)(5)

University of British Columbia Staff Pension Plan

UBC Staff Pension Plan is a Target Benefit Plan offering pensions, death benefits, and termination benefits to members via contributions and revenue.
Revenue
$209.6m
Assets
$2.3b
Employees
0
EIN
98-0058511
IRS type
501(c)(3)

University of British Columbia Faculty Pension Plan (UBC FPP)

The University of British Columbia (UBC) Faculty Pension Plan (FPP) is an independent trust and has served UBC faculty and administrative executive staff since the first contributions were received in 1967.
Revenue
$205.4m
Assets
$3.0b
Employees
0
EIN
98-0040652
IRS type
501(c)(3)

Sheet Metal Benefit Plans Administrative Corporation (SMBPAC)

The Sheet Metal Benefit Plans Administrative Corporation (SMBPAC), a non-profit corporation, is managed and monitored by its Board of Directors which is comprised of Trustees of the benefit plans.
Revenue
$5.5m
Assets
$2.4m
Employees
0
EIN
95-4337897
IRS type
501(c)(5)

The Members Retirement Plan (ILPF)

ILPF is a pension or retirement fund in Carol Stream, IL whose mission is: Multiple Union Pension Program providing benefits to participants based on their contributions.
Revenue
$28.9m
Assets
$674.0m
Employees
6
EIN
36-2164320
IRS type
501(c)(18)

Central States Southeast and Southwest Areas Health and Welfare Fund

Central States Southeast and Southwest Areas Health and Welfare Fund is a pension or retirement fund in Chicago, IL whose mission is: To provide Health and Welfare benefits to participants.
Revenue
$5.1b
Assets
$12.1b
Employees
786
EIN
36-2154936
IRS type
501(c)(9)

Motion Picture Industry Pension and Health Plans (MPIPHP)

The Motion Picture Industry Pension and Health Plans' mission is to administer health benefits to participants who qualify for such as per the plan's trust agreement and collective bargaining agreements.
Revenue
$1.2b
Assets
$1.4b
Employees
334
EIN
95-6042583
IRS type
501(c)(9)

1199seiu National Benefit Fund for Health and Human Service Employees

1199seiu National Benefit Fund for Health and Human Service Employees is a nonprofit that provides health and welfare benefits to members and their eligible dependents. They are located in New York, NY.
Revenue
$2.1b
Assets
$1.2b
Employees
1,182
EIN
13-1628401
IRS type
501(c)(9)

At&t Veba Trust

The At&t Veba Trust funds benefit expenses and pays for health and insurance benefits for At&t, Inc. employees, retirees, and their dependents as permitted under irc 501(c)(9).
Revenue
$2.5b
Assets
$212.4m
Employees
0
EIN
43-1491162
IRS type
501(c)(9)

Unite Here Health

Unite Here Health is a non-profit organization that provides health benefits to its participants. The organization is located in Aurora, IL.
Revenue
$1.2b
Assets
$980.0m
Employees
444
EIN
23-7385560
IRS type
501(c)(9)

Emeriti Consortium for Retirement Health Solutions

Emeriti is organization incorporated in 2003, and organized as a nationwide consortium for education and education-related institutions.
Revenue
$3.0m
Assets
$2.7m
Employees
3
EIN
57-1194227
IRS type
501(c)(3)

American Postal Workers Union Health Plan (APWU)

The American Postal Workers Union (APWU) Health Plan is a National Preferred Provider Organization (PPO) that offers both a fee-for-service High Option plan and a Consumer Driven Option Health Plan.
Revenue
$1.2b
Assets
$363.1m
Employees
234
EIN
52-0940594
IRS type
501(c)(9)

The Railroad Employees National Health & Welfare Plan

The Railroad Employees National Health & Welfare Plan administers employee welfare benefits by providing health and related benefits to eligible participants and their beneficiaries.
Revenue
$1.5b
Assets
$351.4m
Employees
0
EIN
52-1118310
IRS type
501(c)(9)

JPMorgan Chase Veba Trust for Active Employee

To provide health care benefits to eligible Employees and their dependents as set forth in the Jpmorgan Chase Veba Trust for Active Employees.
Revenue
$2.0b
Assets
$20.9m
Employees
0
EIN
13-3093382
IRS type
501(c)(9)

Uaw Retiree Medical Benefits Trust

Uaw Trust administers funds for retiree medical benefits and serves as a source for health care coverage. Governed by an 11-person committee.
Revenue
$2.0b
Assets
$62.4b
Employees
135
EIN
90-0424876
IRS type
501(c)(9)
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Methodology: Cause IQ mines all tax-exempt organizations that file a Form 990, Form 990-EZ, or Form 990-PF with the IRS. We collect and aggregate this information from OCR'd paper taxreturns, XML e-file taxreturns, IRS-provided extract, the Business Master File, and Cause IQ secret sauce for data cleaning, categorization, classification, analytics, etc.
This category corresponds to the "Y30: Pension and Retirement Funds" National Taxonomy of Exempt Entities (NTEE) code. Cause IQ determines NTEEs for organizations by its own internally-developed secret-sauce algorithms.
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