Bernzott Capital Advisors — 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, Bernzott Capital Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $219,626 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $219,626
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $219,626
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| I.B.E.W. Board Of Trustees For Local 357 Pension Trust | NV | 1 | $83,377 |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | MO | 1 | $51,684 |
| Con Ind & Laborers Joint Pension Trust Board Of Trustees | NV | 1 | $41,754 |
| Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters | NJ | 1 | $21,670 |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | NY | 1 | $21,141 |
State footprint
Plans reporting Bernzott Capital Advisors are sponsored in NV (2), MO (1), NJ (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| I.B.E.W. Board Of Trustees For Local 357 Pension Trust | I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A | 2023 | $83,377 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | Pension Fund Of Operating Engineers Local 513 | 2023 | $51,684 | not reported in the loaded dataset |
| Con Ind & Laborers Joint Pension Trust Board Of Trustees | Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A | 2023 | $41,754 | not reported in the loaded dataset |
| Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters | Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund | 2023 | $21,670 | not reported in the loaded dataset |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | Local 295 I.B.T. Employer Group Pension Trust Fund | 2023 | $21,141 | not reported in the loaded dataset |
Related Form 5500 pages
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A (plan 001)
- I.B.E.W. Board Of Trustees For Local 357 Pension Trust — all reported plans
- Pension Fund Of Operating Engineers Local 513 (plan 001)
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 — all reported plans
- Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A (plan 001)
- Con Ind & Laborers Joint Pension Trust Board Of Trustees — all reported plans
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund (plan 001)
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters — all reported plans
- Local 295 I.B.T. Employer Group Pension Trust Fund (plan 001)
- Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources