Plan5500

Kennedy Lewis Investment Management — 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, Kennedy Lewis Investment Management 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 $898,932 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$898.9KDirect + indirect, across loaded filings$898,932
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$898.9K
Indirect compensationNot reported

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation96%Board Of Trustees Of The Equity-League Pension Trust Fund
Top state share of plans50%NJ
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Kennedy Lewis Investment Management. Bars show relative scale.

  1. 1
    Board Of Trustees Of The Equity-League Pension Trust Fund$861.6K
    NY · 1 plan(s)
  2. 2
    District 1199j-New Jersey Health Care Employers-$37.3K
    NJ · 1 plan(s)
Geographic reach

State footprint

Where Kennedy Lewis Investment Management 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.

  1. 1
    NJ1 plan(s)
  2. 2
    NY1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Kennedy Lewis Investment Management are sponsored, by plan count.

  1. 1
    Newark, NJ1 plan(s)
  2. 2
    New York, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Equity-League Pension Trust Fund$861.6K
    Board Of Trustees Of The Equity-League Pension Trust Fund, NY · Direct $861.6K · 2023
  2. 2
    New Jersey Health Care Employers- Pension Plan$37.3K
    District 1199j-New Jersey Health Care Employers-, NJ · Direct $37.3K · 2023

Related Form 5500 pages