O'Sullivan Associates — 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, O'Sullivan Associates is reported as a service provider on 31 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 31 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,121,716 and reported indirect compensation totals $6,445.

Reported compensation summary

Reported direct compensation
$1,121,716
Reported indirect compensation
$6,445
Total reported compensation
$1,128,161
Filings
31
Plan sponsors
31
Plans
31
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

Plan sponsors reporting the most compensation to O'Sullivan Associates
SponsorStatePlansReported compensation
Board Of Trustees Teamsters Local 945 Pension FundNJ1$92,288
Board Of Trustees Of United Teamster Pension Fund ANY1$88,800
Trustees Of The Upstate New York Bakery Drivers And Industry Pension FNY1$73,403
Board Of Trustees Of Local 1034 Pension FundNY1$66,388
Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 INY1$61,600
Board Of Trustees Of Local 111 Pension FundNY1$59,279
Bd Of Trustees-Structural Iw #1 Pension PlanIL1$58,400
Rochester Laborers Pension FundNY1$50,877
Trustees Of Plumbers Pipe Fitters & Apprentices Local 112 Pension FundNY1$50,275
Operating Engineers Local No. 825 Pension FundNJ1$46,850

State footprint

Plans reporting O'Sullivan Associates are sponsored in NY (21), NJ (4), IA (2), IL (2), IN (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Teamsters Local 945 Pension FundTeamsters Employers Local 945 Pension Fund2023$92,288not reported in the loaded dataset
Board Of Trustees Of United Teamster Pension Fund AUnited Teamster Pension Fund A2023$88,800not reported in the loaded dataset
Trustees Of The Upstate New York Bakery Drivers And Industry Pension FUpstate New York Bakery Drivers And Industry Pension Fund2023$66,958$6,445
Board Of Trustees Of Local 1034 Pension FundLocal 1034 Pension Fund2023$66,388not reported in the loaded dataset
Board Of Trustees Of Pension Fund Private Sanitation Union Local 813 IPension Plan Private Sanitation Union Local 813 Ibt2023$61,600not reported in the loaded dataset
Board Of Trustees Of Local 111 Pension FundLocal 111 Pension Fund2023$59,279not reported in the loaded dataset
Bd Of Trustees-Structural Iw #1 Pension PlanStructural Iw Local #1 Pension Plan2023$58,400not reported in the loaded dataset
Rochester Laborers Pension FundRochester Laborers Pension Fund2023$50,877not reported in the loaded dataset
Trustees Of Plumbers Pipe Fitters & Apprentices Local 112 Pension FundPlumbers, Pipefitters & Apprentices Local 112 Pension Plan2023$50,275not reported in the loaded dataset
Operating Engineers Local No. 825 Pension FundOperating Engineers Local No. 825 Pension Fund2023$46,850not reported in the loaded dataset
Board Of Trustees Of The Road Carriers Local 707 Welfare FundRoad Carriers Local 707 Welfare Fund2023$45,500not reported in the loaded dataset
Trustees Of Local 697 I.B.E.W. & Elect Industry Pension FundLocal 697 I.B.E.W. And Electrical Industry Pension Plan2023$44,288not reported in the loaded dataset
Bd Of Trustees Of Paper Products, Misc. Chauffeurs, Warehousemen, HelpPaper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund2023$37,500not reported in the loaded dataset
Builders Exchange Of The Southern Tier, Inc.Southern Tier Building Trades Welfare Plan2023$37,188not reported in the loaded dataset
Trustees Of Laborers Local 754 Pension PlanLaborers Local 754 Pension Plan2023$36,450not reported in the loaded dataset
Board Of Trustees Of The Rockford Pipe Trades Industry Pension FundRockford Pipe Trades Industry Pension Fund2023$34,450not reported in the loaded dataset
Roofers Local No. 241 Pension FundRoofers Local No. 241 Pension Fund2023$28,900not reported in the loaded dataset
Trustees Of Local 754 Welfare FundLaborers Local 754 Welfare Fund2023$28,600not reported in the loaded dataset
Trustees Of Plumbers Pipe Fitters & Apprentices Local 112 Health FundPlumbers Pipe Fitters & Apprentices Local 112 Heal2023$28,200not reported in the loaded dataset
Trustees Of Teamsters Local 97 Benefits FundTeamsters Local 97 Benefits Fund2023$26,000not reported in the loaded dataset
Ibew Local 1249 Insurance FundIbew Local 1249 Insurance Fund2023$21,840not reported in the loaded dataset
Trustees Of Laborers Local 785 Welfare FundWelfare Fund Of Local 785 Of Laborers International Union2023$19,625not reported in the loaded dataset
Iowa Ironworkers Heavy Highway Defined Benefit Pension PlanIowa Ironworkers Heavy Highway Defined Benefit Pension Plan2023$18,400not reported in the loaded dataset
Roofers Local 241 Insurance FundRoofers Local 241 Insurance Fund2023$14,200not reported in the loaded dataset
Ibew Local Union 375 Electricans' Welfare FundIbew Local Union 375 Electricians' Welfare Fund2023$12,500not reported in the loaded dataset
Roofers Local 195 Health & Accident FundRoofers Local 195 Health & Accident Fund2023$12,050not reported in the loaded dataset
Roofers Local 195 Pension FundRoofers Local 195 Pension Fund2023$11,218not reported in the loaded dataset
Operating Engineers Local No. 825 Welfare FundOperating Engineers Local 825 Welfare Fund2023$5,925not reported in the loaded dataset
Board Of Trustees Sheet Metal Workers Local 58 Welfare FundSheet Metal Workers Local #58 Welfare Fund2023$5,900not reported in the loaded dataset
Board Of Trustees Rochester Laborers Annuity FundRochester Laborers Annuity Fund2023$5,717not reported in the loaded dataset
Board Of Trustees, Cedar Rapids Electrical WorkersCedar Rapids Electrical Workers Local #405 Health And Welfare Fund2023$5,550not reported in the loaded dataset

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