Osaic Wealth — 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, Osaic Wealth is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $129,191 and reported indirect compensation totals $53,405.
Reported compensation summary
- Reported direct compensation
- $129,191
- Reported indirect compensation
- $53,405
- Total reported compensation
- $182,596
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Healthequity Retirement Services, LLC | UT | 1 | $83,489 |
| Pacific Northwest University Of Health Sciences | WA | 1 | $53,405 |
| Yakima Neighborhood Health Services | WA | 1 | $31,504 |
| Weisinger Incorporated | TX | 1 | $14,198 |
State footprint
Plans reporting Osaic Wealth are sponsored in WA (2), TX (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Healthequity Retirement Services, LLC | Retirement Income Security Plan | 2023 | $83,489 | not reported in the loaded dataset |
| Pacific Northwest University Of Health Sciences | Pacific Northwest University Of Health Sciences 403(B) Retirement Plan | 2023 | $0 | $53,405 |
| Yakima Neighborhood Health Services | 403(B) Thrift Plan Of Yakima Neighborhood Health Services | 2023 | $31,504 | not reported in the loaded dataset |
| Weisinger Incorporated | Weisinger Incorporated 401(K) Profit Sharing Plan | 2023 | $14,198 | not reported in the loaded dataset |
Related Form 5500 pages
- Retirement Income Security Plan (plan 333)
- Healthequity Retirement Services, LLC — all reported plans
- Pacific Northwest University Of Health Sciences 403(B) Retirement Plan (plan 004)
- Pacific Northwest University Of Health Sciences — all reported plans
- 403(B) Thrift Plan Of Yakima Neighborhood Health Services (plan 001)
- Yakima Neighborhood Health Services — all reported plans
- Weisinger Incorporated 401(K) Profit Sharing Plan (plan 001)
- Weisinger Incorporated — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources