Kovitz Investment Group Partners — 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, Kovitz Investment Group Partners is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $338,861 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $338,861
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $338,861
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Strand Associates, Inc. | WI | 1 | $173,836 |
| Board Of Trustees Of Madison Area Construction Employees Trust - Healt | WI | 1 | $103,023 |
| Toledo Clinic, Inc. | OH | 1 | $49,816 |
| Trustees Of Minnesota Cement Masons Health And Welfare Fund | MN | 1 | $12,186 |
State footprint
Plans reporting Kovitz Investment Group Partners are sponsored in WI (2), MN (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Strand Associates, Inc. | Strand Associates, Inc. Employees Profit Sharing Trust | 2023 | $173,836 | not reported in the loaded dataset |
| Board Of Trustees Of Madison Area Construction Employees Trust - Healt | Madison Area Construction Employees Trust Health & Welfare | 2023 | $103,023 | not reported in the loaded dataset |
| Toledo Clinic, Inc. | Toledo Clinic, Inc. Employees' 401(K) Profit Sharing Plan And Trust | 2023 | $49,816 | not reported in the loaded dataset |
| Trustees Of Minnesota Cement Masons Health And Welfare Fund | Minnesota Cement Masons Health And Welfare Fund | 2023 | $12,186 | not reported in the loaded dataset |
Related Form 5500 pages
- Strand Associates, Inc. Employees Profit Sharing Trust (plan 002)
- Strand Associates, Inc. — all reported plans
- Madison Area Construction Employees Trust Health & Welfare (plan 501)
- Board Of Trustees Of Madison Area Construction Employees Trust - Healt — all reported plans
- Toledo Clinic, Inc. Employees' 401(K) Profit Sharing Plan And Trust (plan 002)
- Toledo Clinic, Inc. — all reported plans
- Minnesota Cement Masons Health And Welfare Fund (plan 501)
- Trustees Of Minnesota Cement Masons Health And Welfare Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources