Bolton Partners Northeast, Inc. — 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, Bolton Partners Northeast, Inc. is reported as a service provider on 29 loaded Form 5500 filing(s) across 29 plan sponsor(s) and 29 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,352,199 and reported indirect compensation totals $18,848.

Reported compensation summary

Reported direct compensation
$1,352,199
Reported indirect compensation
$18,848
Total reported compensation
$1,371,047
Filings
29
Plan sponsors
29
Plans
29
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 Bolton Partners Northeast, Inc.
SponsorStatePlansReported compensation
Uiu-Newspaper Guild Of Greater Philadelphia Pension FundNJ1$191,608
Board Of Trustees Local 456 Health & Welfare FundNY1$83,800
Board Of Trustees Local 456 Pension FundNY1$79,600
Sheet Metal Workers Pension Fund 46NY1$66,000
Board Of Trustees Of The Ufcw H&W Fund Of Ne PaPA1$62,500
International Union Of Operating Engineers Welfare Fund Of East. Pa &PA1$60,000
Sheet Metal Workers Local 46 Health Fund Board Of TrusteesNY1$60,000
Plumbers And Pipefitters Local 520 Health & Welfare FundMI1$60,000
Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186CT1$56,980
Board Of Trustees Of I.B.E.W. Local 241 Pension PlanNY1$55,000

State footprint

Plans reporting Bolton Partners Northeast, Inc. are sponsored in NY (23), PA (2), CT (1), MI (1), NH (1), NJ (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Uiu-Newspaper Guild Of Greater Philadelphia Pension FundUiu-Newspaper Guild Of Greater Philadelphia Pension Fund2023$191,608not reported in the loaded dataset
Board Of Trustees Local 456 Health & Welfare FundWestchester Teamsters Health & Welfare Fund2023$83,800not reported in the loaded dataset
Board Of Trustees Local 456 Pension FundWestchester Teamsters Local 456 Pension Fund2023$79,600not reported in the loaded dataset
Sheet Metal Workers Pension Fund 46Sheet Metal Workers' Local 46 Pension Fund2023$66,000not reported in the loaded dataset
Board Of Trustees Of The Ufcw H&W Fund Of Ne PaUnited Food & Commercial Workers Health & Welfare Fund Of Northeastern Pennsylvania2023$62,500not reported in the loaded dataset
International Union Of Operating Engineers Welfare Fund Of East. Pa &International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware2023$60,000not reported in the loaded dataset
Plumbers And Pipefitters Local 520 Health & Welfare FundPlumbers And Pipefitters Local 520 Health And Welfare Fund2023$60,000not reported in the loaded dataset
Sheet Metal Workers Local 46 Health Fund Board Of TrusteesSheet Metal Workers Local 46 Health Fund2023$60,000not reported in the loaded dataset
Board Of Trustees, Laborers' Pension Fund Of Local Union No. 186Laborers' Pension Fund Of Local Union No. 1862023$38,132$18,848
Board Of Trustees Of I.B.E.W. Local 241 Pension PlanI.B.E.W. Local 241 Pension Plan2023$55,000not reported in the loaded dataset
United Association Local 7 Pension PlanUnited Association Local 7 Pension Plan2023$50,625not reported in the loaded dataset
Plumbers And Steamfitters Local No. 7 Welfare FundUnited Association Local No. 7 Welfare Fund2023$50,625not reported in the loaded dataset
Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit FBricklayers & Allied Craftworkers Local 2, Albany, Ny Health Benefit Fund2023$47,200$0
Trustees Of Ibew Local 325 Pension FundIbew Local 325 Pension Fund2023$45,337not reported in the loaded dataset
Northeastern New York District Council Pipefitters Welfare FundTrustees Of The Neny District Council Pipefitters Welfare Fund2023$43,920not reported in the loaded dataset
Trustees Of Plumbers Local 773 Pension PlanUnited Association Plumbers Local 773 Pension Plan2023$41,000not reported in the loaded dataset
Board Of Trustees Local Union 373 U.A. Pension FundPlumbers & Steamfitters Pension Fund Local Union 3732023$39,900not reported in the loaded dataset
Electrical Workers Local Union No. 86 Board Of TrusteesElectrical Workers Local Union No. 86 Insurance Fund2023$34,832not reported in the loaded dataset
Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A.Health & Welfare Fund Of Local Union 373 U.A.2023$32,680not reported in the loaded dataset
Joint Board Of Trustees Of I.B.E.W. 490 PensionI.B.E.W. Local 490 Pension Fund2023$30,300not reported in the loaded dataset
Ibew 325 Joint Trust FundLocal 325 Joint Trust Fund2023$28,800not reported in the loaded dataset
Asbestos Workers Syracuse Pension FundAsbestos Workers Syracuse Pension Fund2023$26,000not reported in the loaded dataset
Board Of Trustees Local 456 Municipal Welfare FundTeamsters Local 456 Municipal Employees Welfare Fund2023$23,500not reported in the loaded dataset
Local 73 Retirement FundLocal 73 Retirement Fund2023$22,000not reported in the loaded dataset
Trustees Of The I.B.E.W. Local 910 Pension FundI.B.E.W. Local #910 Pension Fund2023$20,400not reported in the loaded dataset
Ibew Local 840 Pension Fund Board Of TrusteesIbew Local 840 Pension Fund2023$19,800not reported in the loaded dataset
Board Of Trustees For The Ibew Local 1799 PensionIbew Local 1799 Pension Fund2023$19,440not reported in the loaded dataset
Trustees Of The I.B.E.W. Local 910 Health & Welfare FundI.B.E.W. Local #910 Health & Welfare Fund2023$12,600not reported in the loaded dataset
Local 73 Health & Welfare FundLocal 73 Health & Welfare Fund2023$6,600not reported in the loaded dataset

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