Matrix Financial Solutions — 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, Matrix Financial Solutions is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $43,028 and reported indirect compensation totals $36,240.
Reported compensation summary
- Reported direct compensation
- $43,028
- Reported indirect compensation
- $36,240
- Total reported compensation
- $79,268
- Filings
- 5
- Plan sponsors
- 4
- Plans
- 5
- 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 |
|---|---|---|---|
| Mutual Of Omaha Insurance Company | NE | 2 | $36,240 |
| Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan | IN | 1 | $25,213 |
| Astria Health | WA | 1 | $11,207 |
| Inomedic Health Applications, Inc. | VA | 1 | $6,608 |
State footprint
Plans reporting Matrix Financial Solutions are sponsored in NE (2), IN (1), VA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan | Indiana Pipe Trades Defined Contribution Pension Plan | 2023 | $25,213 | not reported in the loaded dataset |
| Mutual Of Omaha Insurance Company | Mutual Of Omaha 401k Long-Term Savings Plan | 2023 | $0 | $18,290 |
| Mutual Of Omaha Insurance Company | Mutual Of Omaha 401k Retirement Savings Plan | 2023 | $0 | $17,950 |
| Astria Health | Astria Health 401(K) Plan | 2023 | $11,207 | not reported in the loaded dataset |
| Inomedic Health Applications, Inc. | Iha Occupational Health Services Retirement Plan | 2023 | $6,608 | not reported in the loaded dataset |
Related Form 5500 pages
- Indiana Pipe Trades Defined Contribution Pension Plan (plan 001)
- Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan — all reported plans
- Mutual Of Omaha 401k Long-Term Savings Plan (plan 005)
- Mutual Of Omaha Insurance Company — all reported plans
- Mutual Of Omaha 401k Retirement Savings Plan (plan 006)
- Astria Health 401(K) Plan (plan 004)
- Astria Health — all reported plans
- Iha Occupational Health Services Retirement Plan (plan 018)
- Inomedic Health Applications, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources