Monarch Partners Asset Management — 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, Monarch Partners Asset Management is reported as a service provider on 3 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 $71,332 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $71,332
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $71,332
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Wec Energy Group, Inc. | WI | 1 | $46,876 |
| Wisconsin Public Service Corporation (Wpsc) | WI | 1 | $13,950 |
| Peoples Energy, LLC | WI | 1 | $10,506 |
State footprint
Plans reporting Monarch Partners Asset Management are sponsored in WI (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Wec Energy Group, Inc. | Wec Energy Group Master Retirement Trust | 2023 | $46,876 | not reported in the loaded dataset |
| Wisconsin Public Service Corporation (Wpsc) | Wisconsin Public Service Corporation Non-Administrative Employees' Health Care Plan | 2023 | $13,950 | not reported in the loaded dataset |
| Peoples Energy, LLC | Peoples Energy Comprehensive Group Insurance Plan | 2023 | $10,506 | not reported in the loaded dataset |
Related Form 5500 pages
- Wec Energy Group Master Retirement Trust (plan 048)
- Wec Energy Group, Inc. — all reported plans
- Wisconsin Public Service Corporation Non-Administrative Employees' Health Care Plan (plan 512)
- Wisconsin Public Service Corporation (Wpsc) — all reported plans
- Peoples Energy Comprehensive Group Insurance Plan (plan 501)
- Peoples Energy, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources