Baratz & Associates — 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, Baratz & Associates is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $53,774 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $53,774
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $53,774
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Ibew Local No. 229 Pension Fund | VA | 1 | $16,554 |
| Ibew Local No. 229 Annuity Fund | VA | 1 | $15,820 |
| National Employee Management Resources, LLC | NJ | 1 | $14,000 |
| Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund | NJ | 1 | $7,400 |
State footprint
Plans reporting Baratz & Associates are sponsored in NJ (2), VA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ibew Local No. 229 Pension Fund | Ibew Local No. 229 Pension Fund | 2023 | $16,554 | not reported in the loaded dataset |
| Ibew Local No. 229 Annuity Fund | Ibew Local No. 229 Annuity Fund | 2023 | $15,820 | not reported in the loaded dataset |
| National Employee Management Resources, LLC | National Employee Management Resources Retirement Savings Plan | 2023 | $14,000 | not reported in the loaded dataset |
| Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund | Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund | 2023 | $7,400 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibew Local No. 229 Pension Fund (plan 001)
- Ibew Local No. 229 Pension Fund — all reported plans
- Ibew Local No. 229 Annuity Fund (plan 003)
- Ibew Local No. 229 Annuity Fund — all reported plans
- National Employee Management Resources Retirement Savings Plan (plan 001)
- National Employee Management Resources, LLC — all reported plans
- Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund (plan 001)
- Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources