Investment Performance Service — 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, Investment Performance Service is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $615,208 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $615,208
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $615,208
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | FL | 1 | $192,636 |
| Trustees Of The Florida Carpenters Pension Plan | TN | 1 | $129,000 |
| Board Of Trustees The Ufcw Unions And Participating Employers Pension | MD | 1 | $90,000 |
| Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl | TN | 1 | $50,000 |
| Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity | MD | 1 | $34,000 |
| Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T | MD | 1 | $26,250 |
| Trustees Of The Florida Ubc Supplemental Pension Plan | TN | 1 | $26,000 |
| Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 | TN | 1 | $25,000 |
| Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin | MD | 1 | $17,322 |
| Board Of Trustees Health & Welfare Fund Lu 485 | NY | 1 | $15,000 |
State footprint
Plans reporting Investment Performance Service are sponsored in MD (4), TN (4), FL (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | Plumbers & Pipefitters Lu 421 Pension Fund Trust | 2023 | $192,636 | not reported in the loaded dataset |
| Trustees Of The Florida Carpenters Pension Plan | Florida Carpenters Pension Plan | 2023 | $129,000 | not reported in the loaded dataset |
| Board Of Trustees The Ufcw Unions And Participating Employers Pension | Ufcw Unions And Participating Employers Pension Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl | Atlanta Ironworkers Local #387 Pension Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity | Mid-Atlantic Regional Council Of Carpenters' Annuity Fund | 2023 | $34,000 | not reported in the loaded dataset |
| Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T | Warehouse Employees Union Local No.730 Health And Welfare Trust Fund | 2023 | $26,250 | not reported in the loaded dataset |
| Trustees Of The Florida Ubc Supplemental Pension Plan | Florida Ubc Supplemental Pension Plan | 2023 | $26,000 | not reported in the loaded dataset |
| Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 | Plumbers & Steamfitters Union Local No. 10 Individual Account Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin | Operating Engineers Trust Fund Of Washington D.C. And Vicinity | 2023 | $17,322 | not reported in the loaded dataset |
| Board Of Trustees Health & Welfare Fund Lu 485 | Health & Welfare Fund Lu 485 | 2023 | $15,000 | not reported in the loaded dataset |
| Board Of Trustees, Washington Wholesalers Health And Welfare Fund | Washington Wholesalers Health And Welfare Fund | 2023 | $10,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Plumbers & Pipefitters Lu 421 Pension Fund Trust (plan 001)
- Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust — all reported plans
- Florida Carpenters Pension Plan (plan 001)
- Trustees Of The Florida Carpenters Pension Plan — all reported plans
- Ufcw Unions And Participating Employers Pension Plan (plan 002)
- Board Of Trustees The Ufcw Unions And Participating Employers Pension — all reported plans
- Atlanta Ironworkers Local #387 Pension Plan (plan 001)
- Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl — all reported plans
- Mid-Atlantic Regional Council Of Carpenters' Annuity Fund (plan 001)
- Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity — all reported plans
- Warehouse Employees Union Local No.730 Health And Welfare Trust Fund (plan 501)
- Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T — all reported plans
- Florida Ubc Supplemental Pension Plan (plan 001)
- Trustees Of The Florida Ubc Supplemental Pension Plan — all reported plans
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (plan 001)
- Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 — all reported plans
- Operating Engineers Trust Fund Of Washington D.C. And Vicinity (plan 501)
- Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin — all reported plans
- Health & Welfare Fund Lu 485 (plan 501)
- Board Of Trustees Health & Welfare Fund Lu 485 — all reported plans
- Washington Wholesalers Health And Welfare Fund (plan 501)
- Board Of Trustees, Washington Wholesalers Health And Welfare Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources