Berard & 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, Berard & Associates 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 $37,339 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$37,339
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$37,339
Filings
3
Plan sponsors
3
Plans
3
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 Berard & Associates
SponsorStatePlansReported compensation
Trustees Of Ibew Local 363-WelfareNY1$21,225
International Association Of Heat,Frost Insulators & Allied Workers LuNY1$11,114
Trustees Of Ibew Lu 363 Supplement Unemployment Benefit FundNY1$5,000

State footprint

Plans reporting Berard & Associates are sponsored in NY (3).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Trustees Of Ibew Local 363-WelfareIbew Local 363 Welfare Plan2023$21,225not reported in the loaded dataset
International Association Of Heat,Frost Insulators & Allied Workers LuInternational Association Of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund2023$11,114not reported in the loaded dataset
Trustees Of Ibew Lu 363 Supplement Unemployment Benefit FundIbew Lu 363 Supplement Unemployment Benefit Fund2023$5,000not reported in the loaded dataset

Related Form 5500 pages