Milliman, Inc.
13 more advisory clients, 471 more other clients, 397 more Schedule C rows and 24 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- SAN Diego County Construction Laborers' Pension Trust Fund General consultantActuarythrough Aug 31, 2025 Form 5500
- Lasalle Bristol LP Pension Plan Investment adviser (plan)Actuarythrough Dec 31, 2024 Form 5500
- Flint Group Packaging Inks North America Corporation Consolidated Pension Plan General consultantthrough Nov 30, 2024 Form 5500
+13 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Retirement Plan for Employees of Puget Sound Energy, Inc. Actuarythrough Dec 31, 2025
- The Retirement Plan for Employees of the Estate of Thomas O'Connor Actuarythrough Dec 31, 2025
- Farm Family Employee Retirement Plan Actuarythrough Dec 31, 2025
+471 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Puget Sound Energy, Inc. | 2025 | 11 13 15 38 50 64 | NONE | $566,849 |
| The New York Community Trust Retirement Plan | 2025 | 11 15 50 | NONE | $109,807 |
| Paccar Inc Retirement Plan | 2025 | 11 15 50 | ACTUARY | $103,889 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Milliman, Inc. appears on Northwest Ironworkers Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Milliman Inc appears on The Retirement Plan of Apple Bank for Savings's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Milliman appears on SAN Diego County Construction Laborers' Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Concurrent Investment Advisors LLC appears on Lasalle Bristol LP Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Milliman Inc appears on Lasalle Bristol LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
+24 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.