Affinity Investment Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Affinity Investment Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $243,807 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $243,807
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $243,807
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Board Of Trustees Of Masons Pension Trust Fund | HI | 1 | $112,738 |
| Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund | HI | 1 | $45,895 |
| Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | HI | 1 | $45,526 |
| Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | HI | 1 | $16,486 |
| Hawaii Electricians Annuity Plan | HI | 1 | $13,080 |
| Hawaii Electricians Pension Plan | HI | 1 | $10,082 |
State footprint
Plans reporting Affinity Investment Advisors are sponsored in HI (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of Masons Pension Trust Fund | Masons Pension Plan | 2023 | $112,738 | not reported in the loaded dataset |
| Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund | Hawaii Iron Workers' Annuity Plan | 2023 | $45,895 | not reported in the loaded dataset |
| Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Hawaii Masons And Plasterers Annuity Plan | 2023 | $45,526 | not reported in the loaded dataset |
| Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | Hawaii Iron Workers' Pension Plan | 2023 | $16,486 | not reported in the loaded dataset |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | 2023 | $13,080 | not reported in the loaded dataset |
| Hawaii Electricians Pension Plan | Hawaii Electricians Pension Plan | 2023 | $10,082 | not reported in the loaded dataset |
Related Form 5500 pages
- Masons Pension Plan (plan 001)
- Board Of Trustees Of Masons Pension Trust Fund — all reported plans
- Hawaii Iron Workers' Annuity Plan (plan 001)
- Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund — all reported plans
- Hawaii Masons And Plasterers Annuity Plan (plan 001)
- Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund — all reported plans
- Hawaii Iron Workers' Pension Plan (plan 001)
- Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund — all reported plans
- Hawaii Electricians Annuity Plan (plan 001)
- Hawaii Electricians Annuity Plan — all reported plans
- Hawaii Electricians Pension Plan (plan 002)
- Hawaii Electricians Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources