Plan5500

Macquarie Investment Mgmt Advisers — 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, Macquarie Investment Mgmt Advisers is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,011,345 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1MDirect + indirect, across loaded filings$1,011,345
Plans served3
Plan sponsors3
Filings4
Direct vs. indirect compensation
Direct compensation$1M
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 compensation54%National Fuel Gas Company
Top state share of plans33%HI
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Macquarie Investment Mgmt Advisers. Bars show relative scale.

  1. 1
    National Fuel Gas Company$550K
    NY · 1 plan(s)
  2. 2
    United Services Automobile Association$400.3K
    TX · 1 plan(s)
  3. 3
    Hawaiian Electric Company, Inc.$61K
    HI · 1 plan(s)
Geographic reach

State footprint

Where Macquarie Investment Mgmt Advisers 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
    HI1 plan(s)
  2. 2
    NY1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Macquarie Investment Mgmt Advisers are sponsored, by plan count.

  1. 1
    Honolulu, HI1 plan(s)
  2. 2
    Williamsville, NY1 plan(s)
  3. 3
    San Antonio, TX1 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
    Usaa Pension Plan$400.3K
    United Services Automobile Association, TX · Direct $400.3K · 2023
  2. 2
    National Fuel Gas Company Retirement Plan$275.7K
    National Fuel Gas Company, NY · Direct $275.7K · Indirect $0 · 2023
  3. 3
    National Fuel Gas Company Retirement Plan$274.3K
    National Fuel Gas Company, NY · Direct $274.3K · Indirect $0 · 2023
  4. 4
    Postretirement Welfare Benefits Plan For Employees Of Hawaiian Electric Company, Inc. And Participating Employers$61K
    Hawaiian Electric Company, Inc., HI · Direct $61K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Macquarie Investment Mgmt Advisers?
Public Form 5500 Schedule C filings report compensation paid to Macquarie Investment Mgmt Advisers as a plan service provider. Across loaded filings, total reported compensation is $1,011,345.
How many plans report Macquarie Investment Mgmt Advisers as a service provider?
Macquarie Investment Mgmt Advisers appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages