Aristotle Capital Management — 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, Aristotle Capital Management is reported as a service provider on 19 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,415,138 and reported indirect compensation totals $22,443.
Reported compensation summary
- Reported direct compensation
- $4,415,138
- Reported indirect compensation
- $22,443
- Total reported compensation
- $4,437,581
- Filings
- 19
- Plan sponsors
- 18
- Plans
- 19
- 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 |
|---|---|---|---|
| American Airlines, Inc. - Retirement | TX | 1 | $1,020,353 |
| Teamsters Western Region And New Jersey Health Care Fund | AZ | 2 | $1,013,046 |
| B/O/T United Association National Pension Fund | VA | 1 | $812,313 |
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | MI | 1 | $601,239 |
| Trustees Of Carpenters Benefit Plans Of St. Louis | MO | 1 | $441,250 |
| Cedars-Sinai Medical Center | CA | 1 | $152,928 |
| Ibew Local 1249 Pension Fund Board Of Trustees | NY | 1 | $79,343 |
| Idaho Operating Engineers-Employers Pens | WA | 1 | $77,510 |
| Construction & General Laborers' Local 190 Pension Fund | NY | 1 | $75,773 |
| John Muir Health | CA | 1 | $57,874 |
State footprint
Plans reporting Aristotle Capital Management are sponsored in NY (3), MI (3), CA (2), IN (2), AZ (2), TX (1), VA (1), WA (1), IL (1), KY (1), MO (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| American Airlines, Inc. - Retirement | American Airlines Inc., Master Fixed Benefit Pension Trust | 2023 | $1,020,353 | not reported in the loaded dataset |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Retiree Plan | 2023 | $893,066 | $0 |
| B/O/T United Association National Pension Fund | United Association National Pension Fund | 2023 | $812,313 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | Michigan Regional Council Of Carpenters' Annuity Fund | 2023 | $601,239 | not reported in the loaded dataset |
| Trustees Of Carpenters Benefit Plans Of St. Louis | Carpenters Pension Trust Fund Of St. Louis | 2023 | $418,807 | $22,443 |
| Cedars-Sinai Medical Center | Cedars-Sinai Health System Defined Benefit Retirement Plan | 2023 | $152,928 | not reported in the loaded dataset |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Active Plan | 2023 | $119,980 | $0 |
| Ibew Local 1249 Pension Fund Board Of Trustees | Ibew Local 1249 Pension Plan | 2023 | $79,343 | not reported in the loaded dataset |
| Idaho Operating Engineers-Employers Pens | Idaho Operating Engineers Employers Pension Plan | 2023 | $77,510 | not reported in the loaded dataset |
| Construction & General Laborers' Local 190 Pension Fund | Construction & General Laborers' Local 190 Pension Fund | 2023 | $75,773 | not reported in the loaded dataset |
| John Muir Health | John Muir Health Retirement Plan | 2023 | $57,874 | not reported in the loaded dataset |
| Employers And Cement Masons Local 90 Pension Plan | Employers And Cement Masons Local 90 Pension Plan | 2023 | $34,612 | not reported in the loaded dataset |
| Iron Workers District Council Of Tn Valley & Vicinity Pension Plan | Iron Workers District Council Of Tn Valley & Vicinity Pension Plan | 2023 | $20,498 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund | Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | 2023 | $17,593 | not reported in the loaded dataset |
| Ibew Local 1249 Insurance Fund | Ibew Local 1249 Insurance Fund | 2023 | $15,696 | not reported in the loaded dataset |
| Glaziers Local 387 Pension Plan | Glaziers Local 387 Pension Plan | 2023 | $10,199 | not reported in the loaded dataset |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2023 | $7,354 | not reported in the loaded dataset |
| Board Of Trustees, Iatse Local 38 Pension Fund | Iatse Local 38 Pension Plan | 2023 | $0 | $0 |
| Joint Board Of Trustees | Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement | 2023 | $0 | $0 |
Related Form 5500 pages
- American Airlines Inc., Master Fixed Benefit Pension Trust (plan 020)
- American Airlines, Inc. - Retirement — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Retiree Plan (plan 502)
- Teamsters Western Region And New Jersey Health Care Fund — all reported plans
- United Association National Pension Fund (plan 001)
- B/O/T United Association National Pension Fund — all reported plans
- Michigan Regional Council Of Carpenters' Annuity Fund (plan 001)
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund — all reported plans
- Carpenters Pension Trust Fund Of St. Louis (plan 001)
- Trustees Of Carpenters Benefit Plans Of St. Louis — all reported plans
- Cedars-Sinai Health System Defined Benefit Retirement Plan (plan 001)
- Cedars-Sinai Medical Center — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Active Plan (plan 501)
- Ibew Local 1249 Pension Plan (plan 001)
- Ibew Local 1249 Pension Fund Board Of Trustees — all reported plans
- Idaho Operating Engineers Employers Pension Plan (plan 001)
- Idaho Operating Engineers-Employers Pens — all reported plans
- Construction & General Laborers' Local 190 Pension Fund (plan 001)
- Construction & General Laborers' Local 190 Pension Fund — all reported plans
- John Muir Health Retirement Plan (plan 001)
- John Muir Health — all reported plans
- Employers And Cement Masons Local 90 Pension Plan (plan 001)
- Employers And Cement Masons Local 90 Pension Plan — all reported plans
- Iron Workers District Council Of Tn Valley & Vicinity Pension Plan (plan 001)
- Iron Workers District Council Of Tn Valley & Vicinity Pension Plan — all reported plans
- Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund (plan 001)
- Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund — all reported plans
- Ibew Local 1249 Insurance Fund (plan 501)
- Ibew Local 1249 Insurance Fund — all reported plans
- Glaziers Local 387 Pension Plan (plan 001)
- Glaziers Local 387 Pension Plan — all reported plans
- United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan (plan 001)
- Board Of Trustees Of United Steelworkers Pension Trust Fund — all reported plans
- Iatse Local 38 Pension Plan (plan 001)
- Board Of Trustees, Iatse Local 38 Pension Fund — all reported plans
- Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement (plan 501)
- Joint Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources