What does Form 5500 Schedule C report about Essex Financial Services Inc.?

Public Form 5500 Schedule C filings report compensation paid to Essex Financial Services Inc. as a plan service provider. Across loaded filings, total reported compensation is $65,600.

How many plans report Essex Financial Services Inc. as a service provider?

Essex Financial Services Inc. appears on 3 loaded plan(s) across 3 sponsor(s).

Essex Financial Services Inc. — 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, Essex Financial Services Inc. 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 $65,600 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$65.6KDirect + indirect, across loaded filings$65,600

Plans served3

Plan sponsors3

Filings3

Direct vs. indirect compensation

Direct compensation$65.6K

Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation70%Pelli Clarke & Partners

Top state share of plans67%CT

Plan sponsors served3

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Essex Financial Services Inc.. Bars show relative scale.

1
Pelli Clarke & Partners$45.8K
CT · 1 plan(s)
2
Plum Dental Group, L.L.C.$14K
RI · 1 plan(s)
3
Tower Laboratories Ltd.$5.8K
CT · 1 plan(s)

Geographic reach

State footprint

Where Essex Financial Services Inc. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
CT2 plan(s)
2
RI1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Essex Financial Services Inc. are sponsored, by plan count.

1
Centerbrook, CT1 plan(s)
2
New Haven, CT1 plan(s)
3
North Kingston, RI1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Pelli Clarke & Partners Section 401(K) Plan$45.8K
Pelli Clarke & Partners, CT · Direct $45.8K · 2023
2
Plum Dental Group, L.L.C. 401(K) Profit Sharing Plan$14K
Plum Dental Group, L.L.C., RI · Direct $14K · Indirect $0 · 2023
3
Tower Laboratories 401(K) Plan$5.8K
Tower Laboratories Ltd., CT · Direct $5.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Essex Financial Services Inc.?: Public Form 5500 Schedule C filings report compensation paid to Essex Financial Services Inc. as a plan service provider. Across loaded filings, total reported compensation is $65,600.
How many plans report Essex Financial Services Inc. as a service provider?: Essex Financial Services Inc. appears on 3 loaded plan(s) across 3 sponsor(s).