Lockton Investment Advisors — 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, Lockton Investment Advisors is reported as a service provider on 47 loaded Form 5500 filing(s) across 47 plan sponsor(s) and 47 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $882,596 and reported indirect compensation totals $50,000.
Reported compensation summary
- Reported direct compensation
- $882,596
- Reported indirect compensation
- $50,000
- Total reported compensation
- $932,596
- Filings
- 47
- Plan sponsors
- 47
- Plans
- 47
- 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 |
|---|---|---|---|
| Trelleborg Corporation | MI | 1 | $91,667 |
| Cypress Creek Renewables, LLC | CA | 1 | $65,383 |
| Carter Bloodcare | TX | 1 | $50,000 |
| Surgalign Technologies, Inc | IL | 1 | $45,000 |
| Kdc Us Holdings, Inc. | NJ | 1 | $43,750 |
| Stepping Stones Healthcare Services, LLC | MA | 1 | $42,044 |
| Mindbody, Inc. | CA | 1 | $39,375 |
| Opko Health, Inc. | FL | 1 | $33,531 |
| Peckham Guyton Albers & Viets, Inc. | MO | 1 | $31,250 |
| Belvedere Hotel Partnership Dba The Peninsula Beverly Hills | CA | 1 | $29,005 |
State footprint
Plans reporting Lockton Investment Advisors are sponsored in TX (7), VA (5), CA (4), NY (4), OH (3), IL (3), GA (3), MI (3), PA (2), TN (2), MA (2), MO (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trelleborg Corporation | Trelleborg Corporation Savings Plan | 2023 | $91,667 | not reported in the loaded dataset |
| Cypress Creek Renewables, LLC | Cypress Creek 401(K) Plan | 2023 | $65,383 | not reported in the loaded dataset |
| Carter Bloodcare | Carter Bloodcare Employee'S Savings Plan | 2023 | $0 | $50,000 |
| Surgalign Technologies, Inc | Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc. | 2023 | $45,000 | not reported in the loaded dataset |
| Kdc Us Holdings, Inc. | Kdc Usa 401(K) Plan | 2023 | $43,750 | not reported in the loaded dataset |
| Stepping Stones Healthcare Services, LLC | The Stepping Stones Group Retirement Plan | 2023 | $42,044 | not reported in the loaded dataset |
| Mindbody, Inc. | Mindbody, Inc. 401-K Profit Sharing Plan | 2023 | $39,375 | not reported in the loaded dataset |
| Opko Health, Inc. | Opko Health, Inc. 401(K) Plan | 2023 | $33,531 | not reported in the loaded dataset |
| Peckham Guyton Albers & Viets, Inc. | Pgav Savings And Investment Plan | 2023 | $31,250 | not reported in the loaded dataset |
| Belvedere Hotel Partnership Dba The Peninsula Beverly Hills | Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan | 2023 | $29,005 | $0 |
| Spothero, Inc. | Spothero 401(K) Plan | 2023 | $26,858 | not reported in the loaded dataset |
| Rev Group, Inc. | Rev Group, Inc. 401(K) Retirement Plan | 2023 | $26,602 | not reported in the loaded dataset |
| Blakeman Steel, Inc. | Blakeman Steel, Inc. Profit Sharing Plan | 2023 | $21,451 | not reported in the loaded dataset |
| Dlh Holdings Corp. | Dlh 401(K) Plan | 2023 | $19,694 | not reported in the loaded dataset |
| Adapthealth, LLC | Adapthealth 401(K) Profit Sharing Plan And Trust | 2023 | $19,500 | not reported in the loaded dataset |
| Inhance Technologies, LLC | Inhance Technologies Retirement Savings Plan | 2023 | $18,460 | not reported in the loaded dataset |
| Creation Technologies International, Inc. | Creation Technologies 401(K) Plan | 2023 | $17,991 | not reported in the loaded dataset |
| Pure Fishing, Inc | Pure Fishing, Inc Retirement Plan | 2023 | $17,500 | not reported in the loaded dataset |
| C & C Produce, Inc. | C & C Produce, Inc. 401(K) Profit Sharing Plan | 2023 | $17,145 | not reported in the loaded dataset |
| Document Technologies, LLC | Epiq 401(K) Retirement Plan | 2023 | $17,112 | not reported in the loaded dataset |
| Powerhouse Retail Services, LLC | Powerhouse Retail Services 401(K) Plan | 2023 | $16,568 | not reported in the loaded dataset |
| Global Tellink Corporation | Viapath 401k Plan | 2023 | $15,578 | not reported in the loaded dataset |
| Dialogdirect, Inc. | Qualfon/Dialog Direct 401k Plan | 2023 | $15,019 | not reported in the loaded dataset |
| Franke Usa Holding Inc. | Franke Usa Holding, Inc. Savings Plus Plan | 2023 | $14,894 | not reported in the loaded dataset |
| Api Heat Transfer Inc. | Api Heat Transfer Inc. 401(K) Plan | 2023 | $13,000 | not reported in the loaded dataset |
| Cvent, Inc. | Cvent, Inc. | 2023 | $12,500 | not reported in the loaded dataset |
| Enesco, LLC | Enesco, LLC Retirement Plan | 2023 | $12,422 | not reported in the loaded dataset |
| Access Management Services, LLC (Dba Colorado Access) | Access Management Services, LLC 401(K) Retirement Plan | 2023 | $12,259 | not reported in the loaded dataset |
| Acelero, Inc. | Acelero Learning Retirement Plan | 2023 | $12,250 | not reported in the loaded dataset |
| Melaleuca, Inc. | Melaleuca, Inc. 401(K) Savings Plan And Trust | 2023 | $11,667 | not reported in the loaded dataset |
| Latham Pool Products, Inc. | Latham Pool Products, Inc. 401(K) Savings Plan | 2023 | $10,617 | not reported in the loaded dataset |
| Sabra Dipping Company, LLC | Sabra Dipping Company, LLC 401(K) Plan | 2023 | $10,580 | not reported in the loaded dataset |
| Avalonbay Communities, Inc. | Avalonbay Communities, Inc. Associates Savings Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Metron Aviation, Inc. | Metron Aviation, Inc. 401(K) Profit Sharing Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Belcan Services Group, Ltd. Partnership | Belcan Services Group Limited Partnership Retirement Savings Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Vertex Us Holdings, Inc. Dba Vertexone | Vertexone 401(K) Plan | 2023 | $9,696 | not reported in the loaded dataset |
| Medeanalytics, Inc. | Medeanalytics 401(K) Plan | 2023 | $8,750 | not reported in the loaded dataset |
| Compu-Link Corporation Dba Celink | Celink 401(K) Plan | 2023 | $7,508 | not reported in the loaded dataset |
| Intellidyne, LLC | Intellidyne, LLC 401(K) Plan | 2023 | $7,500 | not reported in the loaded dataset |
| National Entertainment Network, LLC | National Entertainment Network, LLC 401(K) Retirement Savings Plan | 2023 | $7,042 | not reported in the loaded dataset |
| Arcos LLC | Arcos LLC 401(K) Profit Sharing Plan | 2023 | $7,020 | not reported in the loaded dataset |
| Kirkland'S Inc | Kirkland'S, Inc. Retirement Plan | 2023 | $6,282 | not reported in the loaded dataset |
| Internap Holdings LLC | Inap Holdings 401(K) Savings Plan | 2023 | $5,833 | not reported in the loaded dataset |
| Comprehensive Logistics Co., LLC | Comprehensive Logistics Co., LLC Employee Retirement Plan | 2023 | $4,289 | not reported in the loaded dataset |
| Industrial Specialty Services Usa LLC | Industrial Specialty Services Usa 401(K) Retirement Plan | 2023 | $4,267 | not reported in the loaded dataset |
| Nelson Name Plate Company | Nelson-Miller, Inc. 401(K) Plan | 2023 | $3,737 | not reported in the loaded dataset |
| Delve, LLC | Delve Retirement Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Trelleborg Corporation Savings Plan (plan 006)
- Trelleborg Corporation — all reported plans
- Cypress Creek 401(K) Plan (plan 001)
- Cypress Creek Renewables, LLC — all reported plans
- Carter Bloodcare Employee'S Savings Plan (plan 001)
- Carter Bloodcare — all reported plans
- Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc. (plan 001)
- Surgalign Technologies, Inc — all reported plans
- Kdc Usa 401(K) Plan (plan 002)
- Kdc Us Holdings, Inc. — all reported plans
- The Stepping Stones Group Retirement Plan (plan 001)
- Stepping Stones Healthcare Services, LLC — all reported plans
- Mindbody, Inc. 401-K Profit Sharing Plan (plan 001)
- Mindbody, Inc. — all reported plans
- Opko Health, Inc. 401(K) Plan (plan 001)
- Opko Health, Inc. — all reported plans
- Pgav Savings And Investment Plan (plan 001)
- Peckham Guyton Albers & Viets, Inc. — all reported plans
- Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan (plan 001)
- Belvedere Hotel Partnership Dba The Peninsula Beverly Hills — all reported plans
- Spothero 401(K) Plan (plan 001)
- Spothero, Inc. — all reported plans
- Rev Group, Inc. 401(K) Retirement Plan (plan 001)
- Rev Group, Inc. — all reported plans
- Blakeman Steel, Inc. Profit Sharing Plan (plan 001)
- Blakeman Steel, Inc. — all reported plans
- Dlh 401(K) Plan (plan 001)
- Dlh Holdings Corp. — all reported plans
- Adapthealth 401(K) Profit Sharing Plan And Trust (plan 001)
- Adapthealth, LLC — all reported plans
- Inhance Technologies Retirement Savings Plan (plan 001)
- Inhance Technologies, LLC — all reported plans
- Creation Technologies 401(K) Plan (plan 001)
- Creation Technologies International, Inc. — all reported plans
- Pure Fishing, Inc Retirement Plan (plan 001)
- Pure Fishing, Inc — all reported plans
- C & C Produce, Inc. 401(K) Profit Sharing Plan (plan 001)
- C & C Produce, Inc. — all reported plans
- Epiq 401(K) Retirement Plan (plan 001)
- Document Technologies, LLC — all reported plans
- Powerhouse Retail Services 401(K) Plan (plan 001)
- Powerhouse Retail Services, LLC — all reported plans
- Viapath 401k Plan (plan 001)
- Global Tellink Corporation — all reported plans
- Qualfon/Dialog Direct 401k Plan (plan 001)
- Dialogdirect, Inc. — all reported plans
- Franke Usa Holding, Inc. Savings Plus Plan (plan 003)
- Franke Usa Holding Inc. — all reported plans
- Api Heat Transfer Inc. 401(K) Plan (plan 004)
- Api Heat Transfer Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources