Newton Investment 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, Newton Investment Management is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,847,238 and reported indirect compensation totals $41,009.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Newton Investment Management. Bars show relative scale.
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State footprint
Where Newton Investment Management 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.
City footprint
Cities where plans reporting Newton Investment Management are sponsored, by plan count.
- 1New York, NY5 plan(s)
- 2Dorchester, MA1 plan(s)
- 3Troy, MI1 plan(s)
- 4Bridgeton, MO1 plan(s)
- 5Oriskany, NY1 plan(s)
- 6Tualatin, OR1 plan(s)
- 7Allentown, PA1 plan(s)
- 8Charleston, SC1 plan(s)
- 9Salt Lake City, UT1 plan(s)
- 10Mokena, IL1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Trustees Of I.B. Of T. Union Local 710 Pension Fund, IL · Direct $575.8K · Indirect $0 · 2023
- 2Board Of Trustees Waterfront Employers - Ila Pension Plan, SC · Direct $343.3K · Indirect $0 · 2023
- 3U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan$153.9KBoard Of Trustees, U.A. Union Local No. 290 Plumber,, OR · Direct $153.9K · Indirect $0 · 2023
- 4Sheet Metal Workers Local No. 17 Annuity Income Fund, MA · Direct $132.4K · Indirect $0 · 2023
- 5Revlon Consumer Products LLC, NY · Direct $113.7K · 2023
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- 7Board Of Trustees Of The Painting Industry Annuity Fund, NY · Direct $97.8K · 2023
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- 9Board Of Trustees Of Pension Fund Of Operating Engineers Local 513, MO · Direct $69.6K · 2023
- 10Joint Board Of Trustees Bricklayer Pension Trust Fund, MI · Direct $27K · Indirect $41K · 2023
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- 14Deseret Mutual Benefit Administrators, UT · Direct $15K · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Newton Investment Management?
- Public Form 5500 Schedule C filings report compensation paid to Newton Investment Management as a plan service provider. Across loaded filings, total reported compensation is $1,888,247.
- How many plans report Newton Investment Management as a service provider?
- Newton Investment Management appears on 15 loaded plan(s) across 14 sponsor(s).
Related Form 5500 pages
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- Waterfront Employers - Ila Pension Plan (plan 001)
- Board Of Trustees Waterfront Employers - Ila Pension Plan — all reported plans
- U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan (plan 502)
- Board Of Trustees, U.A. Union Local No. 290 Plumber, — all reported plans
- Sheet Metal Workers Local 17 Annuity Income Fund (plan 003)
- Sheet Metal Workers Local No. 17 Annuity Income Fund — all reported plans
- Macandrews & Forbes Incorporated Master Trust (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Rockwell Automation Pension Plan (plan 002)
- Rockwell Automation, Inc. — all reported plans
- Painting Industry Annuity Fund (plan 001)
- Board Of Trustees Of The Painting Industry Annuity Fund — all reported plans
- Revlon Employees' Retirement Plan (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Pension Fund Of Operating Engineers Local 513 (plan 001)
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 — all reported plans
- Bricklayers' Pension Trust Fund-Metropolitan Area (plan 001)
- Joint Board Of Trustees Bricklayer Pension Trust Fund — all reported plans
- Fox Master Trust (plan 003)
- Fox Corporation — all reported plans
- Ppl Employee Group Health And Insurance Plan (plan 501)
- Ppl Services Corporation — all reported plans
- The Revlon-Uaw Pension Plan (plan 065)
- Deseret Healthcare Employee Benefits Plan (plan 501)
- Deseret Mutual Benefit Administrators — all reported plans
- Ufcw Local One Pension Fund (plan 001)
- Brd Of Ttees Ufcw Local One Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources