Innovest Portfolio Solutions — 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, Innovest Portfolio Solutions is reported as a service provider on 5 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 $237,380 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $237,380
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $237,380
- Filings
- 5
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Steelworkers Health And Welfare Fund | PA | 1 | $209,123 |
| Cf&I Retirees Voluntary Employee Beneficiary Association Trust | CO | 1 | $28,257 |
State footprint
Plans reporting Innovest Portfolio Solutions are sponsored in CO (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Steelworkers Health And Welfare Fund | Steelworkers Health And Welfare Fund | 2023 | $56,502 | not reported in the loaded dataset |
| Steelworkers Health And Welfare Fund | Steelworkers Health And Welfare Fund | 2023 | $53,213 | not reported in the loaded dataset |
| Steelworkers Health And Welfare Fund | Steelworkers Health And Welfare Fund | 2023 | $52,325 | not reported in the loaded dataset |
| Steelworkers Health And Welfare Fund | Steelworkers Health And Welfare Fund | 2023 | $47,083 | not reported in the loaded dataset |
| Cf&I Retirees Voluntary Employee Beneficiary Association Trust | Cf&I Retirees' Voluntary Employee Beneficiary Association Trust | 2023 | $28,257 | not reported in the loaded dataset |
Related Form 5500 pages
- Steelworkers Health And Welfare Fund (plan 501)
- Steelworkers Health And Welfare Fund — all reported plans
- Steelworkers Health And Welfare Fund (plan 501)
- Steelworkers Health And Welfare Fund (plan 501)
- Steelworkers Health And Welfare Fund (plan 501)
- Cf&I Retirees' Voluntary Employee Beneficiary Association Trust (plan 501)
- Cf&I Retirees Voluntary Employee Beneficiary Association Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources