Heitman — 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, Heitman is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $267,598 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$267,598
Reported indirect compensation
$0
Total reported compensation
$267,598
Filings
2
Plan sponsors
2
Plans
2
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 Heitman
SponsorStatePlansReported compensation
United Brotherhood Of Carpenters Labor-Mgmt Pf TrusteeTN1$248,091
Citigroup Inc.CT1$19,507

State footprint

Plans reporting Heitman are sponsored in CT (1), TN (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
United Brotherhood Of Carpenters Labor-Mgmt Pf TrusteeCarpenters Labor-Management Pension Plan2023$248,091not reported in the loaded dataset
Citigroup Inc.The Citigroup Pension Plan2023$19,507$0

Related Form 5500 pages