Chase Benefit 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, Chase Benefit Advisors 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 $10,739 and reported indirect compensation totals $42,105.
Reported compensation summary
- Reported direct compensation
- $10,739
- Reported indirect compensation
- $42,105
- Total reported compensation
- $52,844
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Simventions, Inc. | VA | 1 | $37,170 |
| Culpeper Farmers' Cooperative, Inc. | VA | 1 | $11,420 |
| Allen, Allen, Allen & Allen Corporation | VA | 1 | $4,254 |
State footprint
Plans reporting Chase Benefit Advisors are sponsored in VA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Simventions, Inc. | Simventions Retirement Plan | 2023 | $4,580 | $32,590 |
| Culpeper Farmers' Cooperative, Inc. | Culpeper Farmers' Cooperative, Inc. Retirement Savings Plan | 2023 | $6,109 | $5,311 |
| Allen, Allen, Allen & Allen Corporation | Allen, Allen, Allen & Allen Retirement Savings Plan | 2023 | $50 | $4,204 |
Related Form 5500 pages
- Simventions Retirement Plan (plan 001)
- Simventions, Inc. — all reported plans
- Culpeper Farmers' Cooperative, Inc. Retirement Savings Plan (plan 005)
- Culpeper Farmers' Cooperative, Inc. — all reported plans
- Allen, Allen, Allen & Allen Retirement Savings Plan (plan 001)
- Allen, Allen, Allen & Allen Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources