Heritage Pension Services — 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, Heritage Pension Services is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $11,476.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Heritage Pension Services. Bars show relative scale.
- 1
State footprint
Where Heritage Pension Services 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.
- 1NY1 plan(s)
City footprint
Cities where plans reporting Heritage Pension Services are sponsored, by plan count.
- 1New York, NY1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1New York Legal Assistance Group, NY · Direct $0 · Indirect $11.5K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Heritage Pension Services?
- Public Form 5500 Schedule C filings report compensation paid to Heritage Pension Services as a plan service provider. Across loaded filings, total reported compensation is $11,476.
- How many plans report Heritage Pension Services as a service provider?
- Heritage Pension Services appears on 1 loaded plan(s) across 1 sponsor(s).