Plan5500

M&T Bank Inst'L Retirement Services — 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, M&T Bank Inst'L Retirement Services is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $229,817 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$229.8KDirect + indirect, across loaded filings$229,817
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$229.8K
Indirect compensation$0

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 compensation28%Board Of Trustees Local 60 Pension Fund
Top state share of plans100%NY
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to M&T Bank Inst'L Retirement Services. Bars show relative scale.

  1. 1
    Board Of Trustees Local 60 Pension Fund$64.2K
    NY · 1 plan(s)
  2. 2
    Board Of Trustees Local 456 Pension Fund$57.7K
    NY · 1 plan(s)
  3. 3
    Board Of Trustees Local 456 Annuity Fund$57.5K
    NY · 1 plan(s)
  4. 4
    Board Of Trustees Local 60 Annuity Fund$41.5K
    NY · 1 plan(s)
  5. 5
    Board Of Trustees Local 60 Health & Welfare Fund$9K
    NY · 1 plan(s)
Geographic reach

State footprint

Where M&T Bank Inst'L Retirement Services 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
    NY5 plan(s)
Geographic reach

City footprint

Cities where plans reporting M&T Bank Inst'L Retirement Services are sponsored, by plan count.

  1. 1
    Hawthorne, NY3 plan(s)
  2. 2
    Elmsford, NY2 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
    Westchester Heavy Construction Laborers Local 60 Pension Fund$64.2K
    Board Of Trustees Local 60 Pension Fund, NY · Direct $64.2K · Indirect $0 · 2023
  2. 2
    Westchester Teamsters Local 456 Pension Fund$57.7K
    Board Of Trustees Local 456 Pension Fund, NY · Direct $57.7K · Indirect $0 · 2023
  3. 3
    Teamsters Local 456 Annuity Fund$57.5K
    Board Of Trustees Local 456 Annuity Fund, NY · Direct $57.5K · Indirect $0 · 2023
  4. 4
    Westchester Heavy Construction Laborers Local 60 Annuity Fund$41.5K
    Board Of Trustees Local 60 Annuity Fund, NY · Direct $41.5K · Indirect $0 · 2023
  5. 5
    Westchester Heavy Construction Laborers Local 60 Health & Welfare Fund$9K
    Board Of Trustees Local 60 Health & Welfare Fund, NY · Direct $9K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about M&T Bank Inst'L Retirement Services?
Public Form 5500 Schedule C filings report compensation paid to M&T Bank Inst'L Retirement Services as a plan service provider. Across loaded filings, total reported compensation is $229,817.
How many plans report M&T Bank Inst'L Retirement Services as a service provider?
M&T Bank Inst'L Retirement Services appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages