Investment Performance Services LLC — 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 Services LLC is reported as a service provider on 68 loaded Form 5500 filing(s) across 67 plan sponsor(s) and 67 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,558,812 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $4,558,812
- Reported indirect compensation
- $0
- Total reported compensation
- $4,558,812
- Filings
- 68
- Plan sponsors
- 67
- Plans
- 67
- 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 |
|---|---|---|---|
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 1 | $560,000 |
| Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 1 | $305,000 |
| National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | MD | 1 | $200,000 |
| Electrical Workers Local No 26 Pension Trust Fund | MD | 1 | $198,750 |
| Board Of Trustees, Ibew Local 595 Pension Plan | CA | 1 | $180,000 |
| San Diego Electrical Pension Trust | CA | 1 | $167,933 |
| Local 68 Engineers Union Pension Fund Board Of Trustees | NJ | 1 | $140,000 |
| Operating Engineers Local 825 Profit Sharing Fund | NJ | 1 | $135,000 |
| Trustees Of Laborers Local 57 Industrial Pension | PA | 1 | $132,500 |
| Board Of Trustees Eastern Atlantic States Carpenters Health Fund | PA | 1 | $130,000 |
State footprint
Plans reporting Investment Performance Services LLC are sponsored in NJ (16), PA (13), CA (9), MD (9), NY (5), TN (5), IL (3), FL (2), VT (1), LA (1), NV (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | Eastern Atlantic States Carpenters Pension Fund | 2023 | $560,000 | $0 |
| Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | Eastern Atlantic States Carpenters Annuity Fund | 2023 | $305,000 | $0 |
| National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee | National Automatic Sprinkler Industry Pension Fund | 2023 | $200,000 | not reported in the loaded dataset |
| Electrical Workers Local No 26 Pension Trust Fund | Electrical Workers Local No. 26 Pension Fund | 2023 | $198,750 | $0 |
| Board Of Trustees, Ibew Local 595 Pension Plan | Ibew Local 595 Pension Plan | 2023 | $180,000 | not reported in the loaded dataset |
| San Diego Electrical Pension Trust | San Diego Electrical Pension Plan | 2023 | $167,933 | $0 |
| Local 68 Engineers Union Pension Fund Board Of Trustees | Local 68 Engineers Union Pension Plan | 2023 | $140,000 | not reported in the loaded dataset |
| Operating Engineers Local 825 Profit Sharing Fund | Operating Engineers Local 825 Profit Sharing Fund | 2023 | $135,000 | $0 |
| Trustees Of Laborers Local 57 Industrial Pension | Laborers Local 57 Industrial Pension Plan | 2023 | $132,500 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Health Fund | Eastern Atlantic States Carpenters Health Fund | 2023 | $130,000 | $0 |
| Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund | Ufcw And Safeway Variable Annuity Pension Fund | 2023 | $117,500 | $0 |
| Board Of Trustees Of Carolina Electrical Workers Retirement Fund | Carolina Electrical Workers Retirement Fund | 2023 | $115,376 | $0 |
| Board Of Trustees-Teamsters Local 631 Security Plan For So Nv | Teamsters Local 631 Security Plan For Southern Nevada | 2023 | $106,875 | $0 |
| Laborers District Council Pension And Disability Trust Fund No. 2 | Laborers District Council Pension And Disability Trust Fund No. 2 | 2023 | $103,750 | not reported in the loaded dataset |
| Board Of Trustees - Tri-State Carpenters And Joiners Pension | Tri-State Carpenters And Joiners Pension Trust Fund | 2023 | $102,502 | not reported in the loaded dataset |
| Board Of Trustees Teamsters Local 641 Pension Fund | Teamsters Local 641 Pension Fund | 2023 | $100,000 | $0 |
| Trustees Of The Cement Masons Union Local 592 Pension Plan | Cement Masons Union Local 592 Pension Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Board Of Trustees, Tile Industry Retirement Savings | Tile Industry Retirement Savings Trust Fund | 2023 | $80,000 | not reported in the loaded dataset |
| Bd Tees Plumbers Lu 690 Pen Fund | Plumbers Local Union No. 690 Pension Fund | 2023 | $78,880 | $0 |
| B.A.C. Local No. 4 Pension Fund | Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Bd. Of Trustees-Maryland Race Track Employees Pension Fund | Maryland Race Track Employees Pension Fund | 2023 | $75,000 | $0 |
| Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Board Of Trustees, Operating Engineers Health | Operating Engineers Health And Welfare Trust Fund | 2023 | $73,517 | $0 |
| Board Of Trustees Teamsters Local 945 Pension Fund | Teamsters Employers Local 945 Pension Fund | 2023 | $73,000 | $0 |
| Board Of Trustees - Midwest Pension Plan | Midwest Pension Plan | 2023 | $72,063 | not reported in the loaded dataset |
| Board Of Trustees, General Employees Trust Fund | General Employees Trust Fund | 2023 | $65,980 | not reported in the loaded dataset |
| Trustees Of Journeymen & Apprentices Of Local 188 Pension Fund | Journeymen & Apprentices Of Local 188 Pension Fund | 2023 | $64,974 | not reported in the loaded dataset |
| Trustees Of Plasterers' Local 8 Pension Fund | Plasterers' Local 8 Pension Fund | 2023 | $62,500 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Welfare Fund | Operating Engineers Local 825 Welfare Fund | 2023 | $52,000 | $0 |
| Iron Workers Local Union No. 92 | Iron Workers Local Union No. 92 Money Purchase Pension Plan | 2023 | $48,750 | not reported in the loaded dataset |
| Board Of Trustees, Pensioned Operating Engineers | Pensioned Operating Engineers Health And Welfare Trust Fund | 2023 | $45,233 | $0 |
| New Jersey B.A.C. Annuity Fund | New Jersey B.A.C. Annuity Fund | 2023 | $43,750 | not reported in the loaded dataset |
| Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Balt Chapter Pen | Bricklayers & Allied Craftsmen Local 1 Of Md, Va & Dc Baltimore Chapter Pension Fund | 2023 | $42,500 | not reported in the loaded dataset |
| Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan | Plumber & Pipefitters Local 693 Defined Benefit Pension Plan | 2023 | $40,500 | not reported in the loaded dataset |
| Laborers' District Council Heavy & Highway Health & Welfare Fund | Laborers' District Council Heavy & Highway Health & Welfare Fund | 2023 | $40,000 | not reported in the loaded dataset |
| The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan | Plumbers And Steamfitters Local 60 401(K) Plan | 2023 | $40,000 | $0 |
| Bd Of Tees Of Plumbers Lu 690 Metal Trades Pen Plan | Plumbers Lu 690 Metal Trades Pension Plan | 2023 | $36,618 | $0 |
| Board Of Trustees Union Mutual Fund Pens | Union Mutual Fund Pension Plan | 2023 | $35,000 | $0 |
| Central States Joint Board Health & Welfare Trust Fund | Central States Joint Board Health And Welfare Trust Fund | 2023 | $30,691 | not reported in the loaded dataset |
| Trustees Cement Masons Union Local No. 592 Welfare Plan | Cement Masons Union Local No. 592 Welfare Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Board Of Trustees Teamsters Local 641 Welfare Fund | Teamsters Local 641 Welfare Fund | 2023 | $30,000 | $0 |
| Trustees Of Plasterers' Local No. 8 Annuity Fund | Plasterers' Local No. 8 Annuity Fund | 2023 | $27,500 | not reported in the loaded dataset |
| Trustees For The Electrical Welfare Trust Fund | Electrical Welfare Trust Fund | 2023 | $26,250 | $0 |
| Insulators Local No. 96 Pension Fund | Insulators Local No. 96 Pension Fund | 2023 | $20,000 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Health And Welfare Fund | Central Pennsylvania Teamsters Health & Welfare Fund | 2023 | $19,625 | not reported in the loaded dataset |
| Trustees - Mid-South Carpenters Regional Council H&W Fund | Mid-South Carpenters Regional Council Health & Welfare Fund | 2023 | $18,750 | not reported in the loaded dataset |
| Board Of Trustees - Insulators Local 46 Supplemental Pension Plan | Insulators Local 46 Supplemental Pension Plan | 2023 | $18,750 | not reported in the loaded dataset |
| National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd | National Automatic Sprinkler Metal Trades Welfare Plan | 2023 | $17,500 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Out-Of-Work Fund | Operating Engineers Local 825 Out Of Work Fund | 2023 | $16,250 | $0 |
| Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan | Central States Joint Board And Allied Organizations Staff Pension Plan | 2023 | $15,596 | $0 |
Related Form 5500 pages
- Eastern Atlantic States Carpenters Pension Fund (plan 001)
- Board Of Trustees Eastern Atlantic States Carpenters Pension Fund — all reported plans
- Eastern Atlantic States Carpenters Annuity Fund (plan 002)
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund — all reported plans
- National Automatic Sprinkler Industry Pension Fund (plan 001)
- National Automatic Sprinkler Industry Pension Fund Jt Board Of Trustee — all reported plans
- Electrical Workers Local No. 26 Pension Fund (plan 001)
- Electrical Workers Local No 26 Pension Trust Fund — all reported plans
- Ibew Local 595 Pension Plan (plan 001)
- Board Of Trustees, Ibew Local 595 Pension Plan — all reported plans
- San Diego Electrical Pension Plan (plan 001)
- San Diego Electrical Pension Trust — all reported plans
- Local 68 Engineers Union Pension Plan (plan 001)
- Local 68 Engineers Union Pension Fund Board Of Trustees — all reported plans
- Operating Engineers Local 825 Profit Sharing Fund (plan 002)
- Operating Engineers Local 825 Profit Sharing Fund — all reported plans
- Laborers Local 57 Industrial Pension Plan (plan 003)
- Trustees Of Laborers Local 57 Industrial Pension — all reported plans
- Eastern Atlantic States Carpenters Health Fund (plan 501)
- Board Of Trustees Eastern Atlantic States Carpenters Health Fund — all reported plans
- Ufcw And Safeway Variable Annuity Pension Fund (plan 001)
- Board Of Trustees - Ufcw And Safeway Variable Annuity Pension Fund — all reported plans
- Carolina Electrical Workers Retirement Fund (plan 001)
- Board Of Trustees Of Carolina Electrical Workers Retirement Fund — all reported plans
- Teamsters Local 631 Security Plan For Southern Nevada (plan 501)
- Board Of Trustees-Teamsters Local 631 Security Plan For So Nv — all reported plans
- Laborers District Council Pension And Disability Trust Fund No. 2 (plan 001)
- Laborers District Council Pension And Disability Trust Fund No. 2 — all reported plans
- Tri-State Carpenters And Joiners Pension Trust Fund (plan 001)
- Board Of Trustees - Tri-State Carpenters And Joiners Pension — all reported plans
- Teamsters Local 641 Pension Fund (plan 001)
- Board Of Trustees Teamsters Local 641 Pension Fund — all reported plans
- Cement Masons Union Local 592 Pension Plan (plan 001)
- Trustees Of The Cement Masons Union Local 592 Pension Plan — all reported plans
- Tile Industry Retirement Savings Trust Fund (plan 001)
- Board Of Trustees, Tile Industry Retirement Savings — all reported plans
- Plumbers Local Union No. 690 Pension Fund (plan 001)
- Bd Tees Plumbers Lu 690 Pen Fund — all reported plans
- Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan (plan 001)
- B.A.C. Local No. 4 Pension Fund — all reported plans
- Maryland Race Track Employees Pension Fund (plan 001)
- Bd. Of Trustees-Maryland Race Track Employees Pension Fund — all reported plans
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan (plan 001)
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan — all reported plans
- Operating Engineers Health And Welfare Trust Fund (plan 501)
- Board Of Trustees, Operating Engineers Health — all reported plans
- Teamsters Employers Local 945 Pension Fund (plan 001)
- Board Of Trustees Teamsters Local 945 Pension Fund — all reported plans
- Midwest Pension Plan (plan 001)
- Board Of Trustees - Midwest Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources