Delaware Management Company — 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, Delaware Management Company is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $845,644 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$845,644
Reported indirect compensation
$0
Total reported compensation
$845,644
Filings
5
Plan sponsors
4
Plans
4
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 Delaware Management Company
SponsorStatePlansReported compensation
Lincoln National CorporationPA1$577,150
National Fuel Gas CompanyNY1$268,494
J.W. Pepper & Son, Inc.PA1$0
Barley Snyder LlpPA1$0

State footprint

Plans reporting Delaware Management Company are sponsored in PA (3), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Lincoln National CorporationLincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 20082023$577,150not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$165,380not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$103,114not reported in the loaded dataset
Barley Snyder LlpBarley Snyder Profit Sharing Plan2023$0$0
J.W. Pepper & Son, Inc.J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan2023$0$0

Related Form 5500 pages