Pfm Asset Management LLC — 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, Pfm Asset Management LLC is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,158,225 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $3,158,225
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $3,158,225
- Filings
- 16
- Plan sponsors
- 16
- Plans
- 16
- 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 |
|---|---|---|---|
| Annuity Board Of The Nfl Player Annuity Program | MD | 1 | $756,966 |
| Savings Board Of The Nfl Player Second Career Savings Plan | MD | 1 | $699,126 |
| Savings Board Of The Nfl Player Second Career Savings Plan | MD | 1 | $699,126 |
| Mary Washington Healthcare | VA | 1 | $195,825 |
| Trustees, U.A. Local 322 Pension Fund | NJ | 1 | $191,894 |
| Amerihealth Caritas Services, LLC | PA | 1 | $164,351 |
| Independence Blue Cross, LLC | PA | 1 | $150,000 |
| Cap Board Of The Nfl Player Capital Accumulation Plan | MD | 1 | $103,191 |
| Greater Pennsylvania Carpenters' Medical Plan | PA | 1 | $74,536 |
| United Association Local 322 Annuity Fund | NJ | 1 | $25,000 |
State footprint
Plans reporting Pfm Asset Management LLC are sponsored in PA (5), MD (4), NJ (4), DE (1), MI (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Annuity Board Of The Nfl Player Annuity Program | Nfl Player Annuity Program | 2023 | $756,966 | not reported in the loaded dataset |
| Savings Board Of The Nfl Player Second Career Savings Plan | Nfl Player Second Career Savings Plan | 2023 | $699,126 | not reported in the loaded dataset |
| Savings Board Of The Nfl Player Second Career Savings Plan | Nfl Player Second Career Savings Plan Master Trust | 2023 | $699,126 | not reported in the loaded dataset |
| Mary Washington Healthcare | Mary Washington Healthcare Defined Benefit Retirement Plan | 2023 | $195,825 | not reported in the loaded dataset |
| Trustees, U.A. Local 322 Pension Fund | U.A. Local Union No. 322 Pension Plan | 2023 | $191,894 | not reported in the loaded dataset |
| Amerihealth Caritas Services, LLC | Amerihealth Caritas Pension Plan | 2023 | $164,351 | not reported in the loaded dataset |
| Independence Blue Cross, LLC | Pension Plan Of Independence Blue Cross | 2023 | $150,000 | not reported in the loaded dataset |
| Cap Board Of The Nfl Player Capital Accumulation Plan | Nfl Player Capital Accumulation Plan | 2023 | $103,191 | not reported in the loaded dataset |
| Greater Pennsylvania Carpenters' Medical Plan | Greater Pennsylvania Carpenters' Medical Plan | 2023 | $74,536 | not reported in the loaded dataset |
| United Association Local 322 Annuity Fund | U A Local 322 Annuity Fund | 2023 | $25,000 | not reported in the loaded dataset |
| Greater Pennsylvania Carpenters' Annuity And Savings Fund | Greater Pennsylvania Carpenters' Annuity And Savings Fund | 2023 | $22,330 | not reported in the loaded dataset |
| Laborers Union Local 1174 Health And Welfare Fund | Laborers Union Local 1174 Health And Welfare Fund | 2023 | $20,379 | not reported in the loaded dataset |
| Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund | Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund | 2023 | $20,000 | not reported in the loaded dataset |
| Plumbers And Pipefitters Local 520 Health & Welfare Fund | Plumbers And Pipefitters Local 520 Health And Welfare Fund | 2023 | $16,501 | not reported in the loaded dataset |
| I.B.E.W 269 Supplemental Fund Supplemental Fund | Ibew Local Union 269 Welfare And Supplemental Fund | 2023 | $9,500 | not reported in the loaded dataset |
| Ibew Local 269 Welfare Fund | Ibew Local 269 Welfare Plan | 2023 | $9,500 | not reported in the loaded dataset |
Related Form 5500 pages
- Nfl Player Annuity Program (plan 001)
- Annuity Board Of The Nfl Player Annuity Program — all reported plans
- Nfl Player Second Career Savings Plan (plan 001)
- Savings Board Of The Nfl Player Second Career Savings Plan — all reported plans
- Nfl Player Second Career Savings Plan Master Trust (plan 001)
- Savings Board Of The Nfl Player Second Career Savings Plan — all reported plans
- Mary Washington Healthcare Defined Benefit Retirement Plan (plan 001)
- Mary Washington Healthcare — all reported plans
- U.A. Local Union No. 322 Pension Plan (plan 001)
- Trustees, U.A. Local 322 Pension Fund — all reported plans
- Amerihealth Caritas Pension Plan (plan 002)
- Amerihealth Caritas Services, LLC — all reported plans
- Pension Plan Of Independence Blue Cross (plan 001)
- Independence Blue Cross, LLC — all reported plans
- Nfl Player Capital Accumulation Plan (plan 001)
- Cap Board Of The Nfl Player Capital Accumulation Plan — all reported plans
- Greater Pennsylvania Carpenters' Medical Plan (plan 501)
- Greater Pennsylvania Carpenters' Medical Plan — all reported plans
- U A Local 322 Annuity Fund (plan 001)
- United Association Local 322 Annuity Fund — all reported plans
- Greater Pennsylvania Carpenters' Annuity And Savings Fund (plan 001)
- Greater Pennsylvania Carpenters' Annuity And Savings Fund — all reported plans
- Laborers Union Local 1174 Health And Welfare Fund (plan 501)
- Laborers Union Local 1174 Health And Welfare Fund — all reported plans
- Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund (plan 001)
- Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund — all reported plans
- Plumbers And Pipefitters Local 520 Health And Welfare Fund (plan 501)
- Plumbers And Pipefitters Local 520 Health & Welfare Fund — all reported plans
- Ibew Local Union 269 Welfare And Supplemental Fund (plan 501)
- I.B.E.W 269 Supplemental Fund Supplemental Fund — all reported plans
- Ibew Local 269 Welfare Plan (plan 501)
- Ibew Local 269 Welfare Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources