Chartwell Investments — 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, Chartwell Investments 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 $345,619 and reported indirect compensation totals $61,863.
Reported compensation summary
- Reported direct compensation
- $345,619
- Reported indirect compensation
- $61,863
- Total reported compensation
- $407,482
- 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 |
|---|---|---|---|
| Laborers' District Council Building & Construction Health & Welfare Fu | PA | 1 | $161,685 |
| West Virginia Laborers Pension Trust Fund | WV | 1 | $91,729 |
| I.U.O.E. Local 132 Pension Fund | WV | 1 | $61,863 |
| West Virginia Laborers | WV | 1 | $47,712 |
| Boston Shipping Association, Inc | MA | 1 | $44,493 |
State footprint
Plans reporting Chartwell Investments are sponsored in WV (3), MA (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Laborers' District Council Building & Construction Health & Welfare Fu | Laborers' District Council Building & Construction Health & Welfare Fund | 2023 | $161,685 | not reported in the loaded dataset |
| West Virginia Laborers Pension Trust Fund | West Virginia Laborers Pension Trust Fund | 2023 | $91,729 | not reported in the loaded dataset |
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 2023 | $0 | $61,863 |
| West Virginia Laborers | West Virginia Laborers Profit Sharing Plan | 2023 | $47,712 | not reported in the loaded dataset |
| Boston Shipping Association, Inc | Bsa-Ila Pension Plan | 2023 | $44,493 | not reported in the loaded dataset |
Related Form 5500 pages
- Laborers' District Council Building & Construction Health & Welfare Fund (plan 501)
- Laborers' District Council Building & Construction Health & Welfare Fu — all reported plans
- West Virginia Laborers Pension Trust Fund (plan 001)
- West Virginia Laborers Pension Trust Fund — all reported plans
- I.U.O.E. Local 132 Pension Fund (plan 001)
- I.U.O.E. Local 132 Pension Fund — all reported plans
- West Virginia Laborers Profit Sharing Plan (plan 001)
- West Virginia Laborers — all reported plans
- Bsa-Ila Pension Plan (plan 006)
- Boston Shipping Association, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources