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Pension and retirement funds

There are 244pension and retirement funds in the United States. Combined, these pension and retirement fundsemploy 6,203 people, earn more than $49 billion in revenue each year, and have assets of $123 billion.
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Job trends for Pension and retirement funds

Employees per organizationNumber of organizations
0
78
1-10
20
11-25
2
26-100
3
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
53
$250k to $1M
23
$1M to $5M
13
$5M to $25M
7
$25M to $100M
7
$100M+
27
Key takeaways for revenue stats:

Directory of pension and retirement funds

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1-20 of 244

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
$660.5m
Assets
$8.9b
Employees
124
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
$52.2m
Assets
$326.7m
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
$6.2m
Assets
$44.4m
Employees
13
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
$318.9m
Assets
$683.9m
Employees
770
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
$84.1m
Assets
$135.0m
Employees
43
EIN
13-1545680
IRS type
501(c)(5)

University of British Columbia Pension Plan for Members of the Academic Staff (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
$272.1m
Assets
$2.8b
Employees
0
EIN
98-0040652
IRS type
501(c)(3)

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
$220.4m
Assets
$2.4b
Employees
0
EIN
98-0058511
IRS type
501(c)(3)

Anglican Financial Care / Te Maru Mihinare (ACPB)

The New Zealand Anglican Church Pension Board operates superannuation schemes for clergy and employees of the Anglican Church and other religious charitable organisations and a KiwiSaver scheme aimed at people associated with Christian organisations.
Revenue
$9.4m
Assets
$105.2m
Employees
0
EIN
98-0160621
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
$5.7m
Assets
$1.0m
Employees
36
EIN
95-4337897
IRS type
501(c)(5)

Reformed Benefits Association

The Board of Trustees of the Christian Reformed Church in North America (CRCNA BOT) and the Reformed Church in America Board of Benefits Services (RCA BOBS) established the Reformed Benefits Association (RBA) for the provision, management and administrati....
Revenue
$15.1m
Assets
$9.6m
Employees
0
EIN
46-2975745
IRS type
501(c)(3)

Columbia University Retiree Medical and Life Insurance Benefits Trust

Columbia University Retiree Medical and Life Insurance Benefits Trust provides retired Columbia university employees with Medical and Life insurance Benefits either by self-funded claims or by paying premiums to obtain insurance coverage for such claims.
Revenue
$17.1m
Assets
$221.6m
Employees
0
EIN
13-3800106
IRS type
501(c)(3)

Trustees of Teamster 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
$64.6m
Assets
$709.0m
Employees
6
EIN
36-2164320
IRS type
501(c)(18)

Organization of Staff Analysts (OSA)

The Organization of Staff Analysts (OSA) is a vibrant and growing union of professionals in public service. To provide health and related benefits to plan participants.
Revenue
$15.4m
Assets
$52.0m
Employees
13
EIN
13-3432029
IRS type
501(c)(9)

Central States SE and SW Areas Health and Welfare Fund

Central States SE and SW 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
$4.9b
Assets
$12.7b
Employees
734
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
$1.1b
Assets
$1.4b
Employees
320
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
$613.5m
Employees
1,212
EIN
13-1628401
IRS type
501(c)(9)

Graham Holdings Company EBAT

A VEBA that provides medical, dental, vision, and long-term disability benefits to employees, retirees,and their dependents and beneficiaries of Graham Holdings Company and its participating subsidiaries.
Revenue
$56.2m
Assets
$14.8m
Employees
0
EIN
52-1318505
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
$1.1b
Assets
$887.2m
Employees
422
EIN
23-7385560
IRS type
501(c)(9)

Teamsters Local 237 Administrative Fund

Teamsters Local 237 Administrative Fund (the Fund), pursuant to a CBA entered into between the City and the Union, receives certain NYC Agency employer contributions on behalf of the Teamsters Local 237 Welfare and Retirees' Benefit Funds.
Revenue
$64.7m
Assets
$20.9m
Employees
0
EIN
47-6794596
IRS type
501(c)(5)

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
$2.8m
Assets
$2.5m
Employees
3
EIN
57-1194227
IRS type
501(c)(3)
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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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