American Portfolios Financial Svcs — 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, American Portfolios Financial Svcs is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $47,944 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$47.9KDirect + indirect, across loaded filings$47,944
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$47.9K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation78%The Polo Club Of Boca Raton, Poa, Inc.
Top state share of plans67%NY
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to American Portfolios Financial Svcs. Bars show relative scale.

  1. 1
  2. 2
  3. 3
Geographic reach

State footprint

Where American Portfolios Financial Svcs appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NY2 plan(s)
  2. 2
    FL1 plan(s)
Geographic reach

City footprint

Cities where plans reporting American Portfolios Financial Svcs are sponsored, by plan count.

  1. 1
  2. 2
    Bronx, NY1 plan(s)
  3. 3
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    The Polo Club Of Boca Raton, Poa, Inc., FL · Direct $37.6K · 2023
  2. 2
    Bot Of Smart Local 137 Insurance Fund, NY · Direct $10.3K · 2023
  3. 3
    Community Resource Center For The Developmentally Disabled, Inc., NY · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about American Portfolios Financial Svcs?
Public Form 5500 Schedule C filings report compensation paid to American Portfolios Financial Svcs as a plan service provider. Across loaded filings, total reported compensation is $47,944.
How many plans report American Portfolios Financial Svcs as a service provider?
American Portfolios Financial Svcs appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages