Penn Capital 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, Penn Capital Management 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 $55,691 and reported indirect compensation totals $52,831.
Reported compensation summary
- Reported direct compensation
- $55,691
- Reported indirect compensation
- $52,831
- Total reported compensation
- $108,522
- 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 |
|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | WV | 1 | $52,831 |
| I.U.O.E. Local #132 H & W Fund | WV | 1 | $25,155 |
| Bot Of Resilient Floor Covering Pension Fund | CA | 1 | $22,827 |
| Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund | WA | 1 | $7,709 |
State footprint
Plans reporting Penn Capital Management are sponsored in WV (2), CA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| I.U.O.E. Local 132 Pension Fund | I.U.O.E. Local 132 Pension Fund | 2023 | $0 | $52,831 |
| I.U.O.E. Local #132 H & W Fund | Iuoe Local No. 132 Health & Welfare Fund | 2023 | $25,155 | $0 |
| Bot Of Resilient Floor Covering Pension Fund | Resilient Floor Covering Pension Fund | 2023 | $22,827 | not reported in the loaded dataset |
| Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund | Agc - International Union Of Operating Engineers Local 701 Health & Welfare Trust Fund | 2023 | $7,709 | not reported in the loaded dataset |
Related Form 5500 pages
- I.U.O.E. Local 132 Pension Fund (plan 001)
- I.U.O.E. Local 132 Pension Fund — all reported plans
- Iuoe Local No. 132 Health & Welfare Fund (plan 501)
- I.U.O.E. Local #132 H & W Fund — all reported plans
- Resilient Floor Covering Pension Fund (plan 001)
- Bot Of Resilient Floor Covering Pension Fund — all reported plans
- Agc - International Union Of Operating Engineers Local 701 Health & Welfare Trust Fund (plan 501)
- Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources