Pension Fund Evaluations, Inc. — 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, Pension Fund Evaluations, Inc. is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $85,500 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $85,500
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $85,500
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Board Of Trustees, Monterey Peninsula Restaurant And | CA | 1 | $35,625 |
| Trustees Plumbers & Fitters Local Union 295 Pension Fund | FL | 1 | $20,000 |
| Board Of Trustees, Santa Monica Unite Here Health | CA | 1 | $18,000 |
| Board Of Trustees Of Ua Local 716 Health & Welfare | CT | 1 | $6,000 |
| Trustees Plumbers & Fitters Local Union 295 Welfare Plan | FL | 1 | $5,875 |
State footprint
Plans reporting Pension Fund Evaluations, Inc. are sponsored in CA (2), FL (2), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Monterey Peninsula Restaurant And | Monterey Peninsula Restaurant And Hotel Pension Fund | 2023 | $35,625 | not reported in the loaded dataset |
| Trustees Plumbers & Fitters Local Union 295 Pension Fund | Plumbers & Fitters Local Union 295 Pension Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Board Of Trustees, Santa Monica Unite Here Health | Santa Monica Unite Here Health Benefit Plan | 2023 | $18,000 | not reported in the loaded dataset |
| Board Of Trustees Of Ua Local 716 Health & Welfare | Ua Local 716 Health & Welfare Trust Fund | 2023 | $6,000 | not reported in the loaded dataset |
| Trustees Plumbers & Fitters Local Union 295 Welfare Plan | Plumbers & Fitters Local Union 295 Welfare Plan | 2023 | $5,875 | not reported in the loaded dataset |
Related Form 5500 pages
- Monterey Peninsula Restaurant And Hotel Pension Fund (plan 001)
- Board Of Trustees, Monterey Peninsula Restaurant And — all reported plans
- Plumbers & Fitters Local Union 295 Pension Plan (plan 001)
- Trustees Plumbers & Fitters Local Union 295 Pension Fund — all reported plans
- Santa Monica Unite Here Health Benefit Plan (plan 501)
- Board Of Trustees, Santa Monica Unite Here Health — all reported plans
- Ua Local 716 Health & Welfare Trust Fund (plan 501)
- Board Of Trustees Of Ua Local 716 Health & Welfare — all reported plans
- Plumbers & Fitters Local Union 295 Welfare Plan (plan 501)
- Trustees Plumbers & Fitters Local Union 295 Welfare Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources