Dana Investment 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, Dana Investment Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $979,239 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $979,239
- Reported indirect compensation
- $0
- Total reported compensation
- $979,239
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Board Of Trustees Of Local 272 Labor Management Pension Fund | NY | 1 | $438,610 |
| Board Of Trustees, Utah Pipe Trades Pension | CA | 1 | $234,559 |
| Board Of Trustees Steamfitters Local Union No. 464 | NE | 1 | $210,095 |
| Hydrite Chemical Company | WI | 1 | $56,642 |
| Ibew Local Union No. 99 | RI | 1 | $31,761 |
| Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant | NJ | 1 | $7,572 |
State footprint
Plans reporting Dana Investment Advisors are sponsored in CA (1), NE (1), NJ (1), NY (1), RI (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of Local 272 Labor Management Pension Fund | Local 272 Labor Management Pension Fund | 2023 | $438,610 | $0 |
| Board Of Trustees, Utah Pipe Trades Pension | Utah Pipe Trades Pension Trust Fund | 2023 | $234,559 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Local Union No. 464 | Steamfitters Local Union No. 464 Pension Plan | 2023 | $210,095 | not reported in the loaded dataset |
| Hydrite Chemical Company | Chemical Employees' Profit Sharing Plan | 2023 | $56,642 | not reported in the loaded dataset |
| Ibew Local Union No. 99 | International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan | 2023 | $31,761 | not reported in the loaded dataset |
| Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant | Employer Local No. 375 Pension Plan | 2023 | $7,572 | not reported in the loaded dataset |
Related Form 5500 pages
- Local 272 Labor Management Pension Fund (plan 001)
- Board Of Trustees Of Local 272 Labor Management Pension Fund — all reported plans
- Utah Pipe Trades Pension Trust Fund (plan 001)
- Board Of Trustees, Utah Pipe Trades Pension — all reported plans
- Steamfitters Local Union No. 464 Pension Plan (plan 001)
- Board Of Trustees Steamfitters Local Union No. 464 — all reported plans
- Chemical Employees' Profit Sharing Plan (plan 005)
- Hydrite Chemical Company — all reported plans
- International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan (plan 002)
- Ibew Local Union No. 99 — all reported plans
- Employer Local No. 375 Pension Plan (plan 001)
- Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources