Apogem Capital LLC — 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, Apogem Capital LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $16,104,103 and reported indirect compensation totals $792,519.

Reported compensation summary

Reported direct compensation
$16,104,103
Reported indirect compensation
$792,519
Total reported compensation
$16,896,622
Filings
6
Plan sponsors
5
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

Plan sponsors reporting the most compensation to Apogem Capital LLC
SponsorStatePlansReported compensation
New York Life Insurance CompanyNY2$9,984,074
Private Advisors Secondary Fund V, LpNY1$2,947,425
Private Advisors Small Company Private Equity Fund Vii, LpNY1$2,685,854
Western Conference Of Teamsters Pension Trust Fund Board Of TrusteesWA1$792,519
Bot Of Iuoe Stationary Engineers Local 39 Pension PlanCA1$486,750

State footprint

Plans reporting Apogem Capital LLC are sponsored in NY (4), CA (1), WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
New York Life Insurance CompanyNew York Life Insurance Company Pension Plan2023$5,591,473not reported in the loaded dataset
New York Life Insurance CompanyNylic Retirement Plan2023$4,392,601not reported in the loaded dataset
Private Advisors Secondary Fund V, LpPrivate Advisors Secondary Fund V, Lp2023$2,947,425not reported in the loaded dataset
Private Advisors Small Company Private Equity Fund Vii, LpPrivate Advisors Small Co. Priv. Equity Fd Vii, Lp2023$2,685,854not reported in the loaded dataset
Western Conference Of Teamsters Pension Trust Fund Board Of TrusteesWestern Conference Of Teamsters Pension Plan2023$0$792,519
Bot Of Iuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Local 39 Pension Plan2023$486,750$0

Related Form 5500 pages