Pinnacle Associates Ltd. — 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, Pinnacle Associates Ltd. is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $557,284 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $557,284
- Reported indirect compensation
- $0
- Total reported compensation
- $557,284
- Filings
- 6
- Plan sponsors
- 5
- Plans
- 6
- 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, Meba Pension Trust-Defined Benefit Plan | MD | 1 | $190,658 |
| Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | NY | 1 | $120,627 |
| Ampex Corporation | CT | 2 | $103,254 |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | NY | 1 | $94,772 |
| Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r | NY | 1 | $47,973 |
State footprint
Plans reporting Pinnacle Associates Ltd. are sponsored in NY (3), CT (2), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Meba Pension Trust-Defined Benefit Plan | Meba Pension Trust-Defined Benefit Plan | 2023 | $190,658 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r | 2023 | $120,627 | not reported in the loaded dataset |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2023 | $94,772 | $0 |
| Ampex Corporation | Ampex Consolidated Retirement Plan | 2023 | $51,627 | not reported in the loaded dataset |
| Ampex Corporation | Ampex Retirement Master Trust | 2023 | $51,627 | not reported in the loaded dataset |
| Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r | Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio | 2023 | $47,973 | not reported in the loaded dataset |
Related Form 5500 pages
- Meba Pension Trust-Defined Benefit Plan (plan 001)
- Board Of Trustees, Meba Pension Trust-Defined Benefit Plan — all reported plans
- I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r (plan 001)
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r — all reported plans
- Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio (plan 001)
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio — all reported plans
- Ampex Consolidated Retirement Plan (plan 009)
- Ampex Corporation — all reported plans
- Ampex Retirement Master Trust (plan 005)
- Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio (plan 501)
- Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources