Segal Advisors, 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, Segal Advisors, Inc is reported as a service provider on 33 loaded Form 5500 filing(s) across 32 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,120,650 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $2,120,650
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $2,120,650
- Filings
- 33
- Plan sponsors
- 32
- Plans
- 33
- 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, Locals 302 & 612 Of The Iuoe - | WA | 1 | $410,893 |
| Bertelsmann, Inc. | NY | 1 | $202,879 |
| Philips North America LLC | MA | 1 | $144,250 |
| Joint Board Of Trustees Of The Ua Local 190 Pension Plan | MI | 1 | $120,000 |
| Greater Kansas City Laborers Pension Plan | MO | 1 | $119,108 |
| Board Of Trustees-Iron Workers' Locals No. 15 & 424 | CT | 1 | $105,000 |
| Trustees Of Central States, Se And Sw Areas Pension Fund | IL | 1 | $98,896 |
| Tropicana Atlantic City Corp | NJ | 1 | $86,145 |
| Board Of Trustees Of Western Glaziers Retirement Plan | OR | 1 | $80,833 |
| Advansix Inc. | NJ | 1 | $66,250 |
State footprint
Plans reporting Segal Advisors, Inc are sponsored in NY (5), IL (4), DC (4), MI (3), NJ (3), CT (2), MA (2), OR (2), WA (2), FL (1), OH (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Locals 302 & 612 Of The Iuoe - | Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan | 2023 | $410,893 | not reported in the loaded dataset |
| Bertelsmann, Inc. | Bertelsmann Pension Account Plan | 2023 | $202,879 | not reported in the loaded dataset |
| Philips North America LLC | Philips North America Pension Plan | 2023 | $144,250 | not reported in the loaded dataset |
| Joint Board Of Trustees Of The Ua Local 190 Pension Plan | Ua Local 190 Pension Plan | 2023 | $120,000 | not reported in the loaded dataset |
| Greater Kansas City Laborers Pension Plan | Greater Kansas City Laborers Pension Plan | 2023 | $119,108 | not reported in the loaded dataset |
| Board Of Trustees-Iron Workers' Locals No. 15 & 424 | Iron Workers' Locals No. 15 & 424 Pension Plan | 2023 | $105,000 | not reported in the loaded dataset |
| Trustees Of Central States, Se And Sw Areas Pension Fund | Central States, Southeast & Southwest Areas Pension Plan | 2023 | $98,896 | not reported in the loaded dataset |
| Tropicana Atlantic City Corp | Tropicana Casino And Resort Variable Annuity Pension Plan | 2023 | $86,145 | not reported in the loaded dataset |
| Board Of Trustees Of Western Glaziers Retirement Plan | Western Glaziers Retirement Plan | 2023 | $80,833 | not reported in the loaded dataset |
| Advansix Inc. | Advansix Inc. Retirement Earnings Plan | 2023 | $66,250 | not reported in the loaded dataset |
| Bd Of Trustees Iuoe Local 30 Pension Fund | Iuoe Local 30 Pension Fund | 2023 | $62,833 | not reported in the loaded dataset |
| B Of T, Northwest Sheet Metal Workers Pension Plan | Northwest Sheet Metal Workers Pension Plan | 2023 | $62,500 | not reported in the loaded dataset |
| Bd Of Trustees Iuoe Local 30 Annuity Fund | Iuoe Local 30 Annuity Fund | 2023 | $58,000 | not reported in the loaded dataset |
| Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund | The Adjustable Plan Of The Unite Here Retirement | 2023 | $57,549 | not reported in the loaded dataset |
| Texas Instruments Incorporated | Ti Employees Pension Plan | 2023 | $55,000 | not reported in the loaded dataset |
| Pearson Education Inc | The Pearson Retirement Plan 401(K) | 2023 | $51,495 | not reported in the loaded dataset |
| The University Of Tampa | The University Of Tampa Defined Contribution Retirement Plan | 2023 | $38,625 | not reported in the loaded dataset |
| Plumbers And Steamfitters Local 396 | Plumbers And Steamfitters Local 396 Pension Fund | 2023 | $38,000 | not reported in the loaded dataset |
| Iron Workers Local No. 12 Pension Fund | Iron Workers L. No.12 Pension Fund | 2023 | $36,213 | not reported in the loaded dataset |
| Trustees Of Central States, Se & Sw Areas Health & Welfare Fund | Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan | 2023 | $35,481 | not reported in the loaded dataset |
| Trustees Of Suburban Teamsters Of Northern Illinois | Suburban Teamsters Of Northern Illinois Welfare Fund | 2023 | $30,000 | not reported in the loaded dataset |
| Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension | Ufcw Int'L Union-Albertsons Variable Annuity Pension Fund | 2023 | $30,000 | not reported in the loaded dataset |
| Board Of Trustees Of Iron Workers Local 17 Annuity Fund | Iron Workers Local 17 Annuity Fund | 2023 | $25,000 | not reported in the loaded dataset |
| District Council 37 - Local 389 Home Care Employees Health And Welfare | District Council 37 Local 389 Home Care Employees Health And Welfare Fund | 2023 | $20,000 | not reported in the loaded dataset |
| Communications Workers Of America, Afl-Cio, Clc | Communications Workers Of America Adjustable Pension Plan | 2023 | $17,200 | not reported in the loaded dataset |
| Board Of Trustees, Lo 302 & 612 Intl Union Of Oper | Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan | 2023 | $16,000 | not reported in the loaded dataset |
| Joint Board Of Trustees Of The Ua Local 190 Defined Contribution Plan | Ua Local 190 Defined Contribution Plan | 2023 | $12,500 | not reported in the loaded dataset |
| Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan | Afl-Cio Deferred Compensation Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Board Of Trustees Iuoe Local 57 | Iuoe Local 57 Annuity Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Trustees Electrical Workers Local No.292 Supplemental Unemp Benefit Pl | Electrical Workers Local No. 292 Supplemental Unemp Benefit Plan | 2023 | $7,000 | not reported in the loaded dataset |
| Roofers Union Local No. 33 Insurance Fund | Roofers Union Local No. 33 Insurance Fund | 2023 | $5,500 | not reported in the loaded dataset |
| Communications Wkrs Of America | Communications Wkrs Of America 401(K) Tax Deferred Savings Plan | 2023 | $5,000 | not reported in the loaded dataset |
| American Federation Of Labor And Congress Of Industrial Organizations | Afl-Cio Health & Welfare Plan | 2023 | $5,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan (plan 001)
- Board Of Trustees, Locals 302 & 612 Of The Iuoe - — all reported plans
- Bertelsmann Pension Account Plan (plan 003)
- Bertelsmann, Inc. — all reported plans
- Philips North America Pension Plan (plan 007)
- Philips North America LLC — all reported plans
- Ua Local 190 Pension Plan (plan 001)
- Joint Board Of Trustees Of The Ua Local 190 Pension Plan — all reported plans
- Greater Kansas City Laborers Pension Plan (plan 001)
- Greater Kansas City Laborers Pension Plan — all reported plans
- Iron Workers' Locals No. 15 & 424 Pension Plan (plan 001)
- Board Of Trustees-Iron Workers' Locals No. 15 & 424 — all reported plans
- Central States, Southeast & Southwest Areas Pension Plan (plan 001)
- Trustees Of Central States, Se And Sw Areas Pension Fund — all reported plans
- Tropicana Casino And Resort Variable Annuity Pension Plan (plan 002)
- Tropicana Atlantic City Corp — all reported plans
- Western Glaziers Retirement Plan (plan 001)
- Board Of Trustees Of Western Glaziers Retirement Plan — all reported plans
- Advansix Inc. Retirement Earnings Plan (plan 002)
- Advansix Inc. — all reported plans
- Iuoe Local 30 Pension Fund (plan 001)
- Bd Of Trustees Iuoe Local 30 Pension Fund — all reported plans
- Northwest Sheet Metal Workers Pension Plan (plan 001)
- B Of T, Northwest Sheet Metal Workers Pension Plan — all reported plans
- Iuoe Local 30 Annuity Fund (plan 001)
- Bd Of Trustees Iuoe Local 30 Annuity Fund — all reported plans
- The Adjustable Plan Of The Unite Here Retirement (plan 002)
- Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund — all reported plans
- Ti Employees Pension Plan (plan 006)
- Texas Instruments Incorporated — all reported plans
- The Pearson Retirement Plan 401(K) (plan 002)
- Pearson Education Inc — all reported plans
- The University Of Tampa Defined Contribution Retirement Plan (plan 001)
- The University Of Tampa — all reported plans
- Plumbers And Steamfitters Local 396 Pension Fund (plan 001)
- Plumbers And Steamfitters Local 396 — all reported plans
- Iron Workers L. No.12 Pension Fund (plan 001)
- Iron Workers Local No. 12 Pension Fund — all reported plans
- Central States, Southeast & Southwest Areas Health And Welfare Plan Active Plan (plan 501)
- Trustees Of Central States, Se & Sw Areas Health & Welfare Fund — all reported plans
- Suburban Teamsters Of Northern Illinois Welfare Fund (plan 501)
- Trustees Of Suburban Teamsters Of Northern Illinois — all reported plans
- Ufcw Int'L Union-Albertsons Variable Annuity Pension Fund (plan 001)
- Trustees Of Ufcw Int'L Union-Albertsons Variable Annuity Pension — all reported plans
- Iron Workers Local 17 Annuity Fund (plan 001)
- Board Of Trustees Of Iron Workers Local 17 Annuity Fund — all reported plans
- District Council 37 Local 389 Home Care Employees Health And Welfare Fund (plan 501)
- District Council 37 - Local 389 Home Care Employees Health And Welfare — all reported plans
- Communications Workers Of America Adjustable Pension Plan (plan 002)
- Communications Workers Of America, Afl-Cio, Clc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources