Dodge & Cox Investment Managers — 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, Dodge & Cox Investment Managers 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 $438,689 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $438,689
- Reported indirect compensation
- $0
- Total reported compensation
- $438,689
- 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 |
|---|---|---|---|
| Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 1 | $173,107 |
| Bot Of The North Atlantic States Carpenters Pension Fund | MA | 1 | $166,707 |
| Bot North Atlantic States Carpenters Health Benefits Fund | MA | 1 | $98,875 |
State footprint
Plans reporting Dodge & Cox Investment Managers are sponsored in MA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | N. Atlantic States Carp. Guaranteed Annuity Fund | 2023 | $173,107 | $0 |
| Bot Of The North Atlantic States Carpenters Pension Fund | N. Atlantic States Carp. Pension Fund | 2023 | $166,707 | $0 |
| Bot North Atlantic States Carpenters Health Benefits Fund | N. Atlantic States Carp. Health Benefits Fund | 2023 | $98,875 | $0 |
Related Form 5500 pages
- N. Atlantic States Carp. Guaranteed Annuity Fund (plan 001)
- Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund — all reported plans
- N. Atlantic States Carp. Pension Fund (plan 001)
- Bot Of The North Atlantic States Carpenters Pension Fund — all reported plans
- N. Atlantic States Carp. Health Benefits Fund (plan 501)
- Bot North Atlantic States Carpenters Health Benefits Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources