Plan5500

Segal Advisors, Inc Dba Segal Marco — 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 Dba Segal Marco is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $311,061 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$311.1KDirect + indirect, across loaded filings$311,061
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$311.1K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation72%Georgia Stevedore Assoc. Int'L Longshoremen'S Assoc.
Top state share of plans33%CA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Segal Advisors, Inc Dba Segal Marco. Bars show relative scale.

  1. 1
    Georgia Stevedore Assoc. Int'L Longshoremen'S Assoc.$225.2K
    GA · 1 plan(s)
  2. 2
    Board Of Trustees, San Diego Unite - Here Pension Fund$45.8K
    CA · 1 plan(s)
  3. 3
    Board Of Trustees Of The Liuna National 401k Retirement Savings Plan$40K
    DC · 1 plan(s)
Geographic reach

State footprint

Where Segal Advisors, Inc Dba Segal Marco appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA1 plan(s)
  2. 2
    DC1 plan(s)
  3. 3
    GA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Segal Advisors, Inc Dba Segal Marco are sponsored, by plan count.

  1. 1
    San Diego, CA1 plan(s)
  2. 2
    Washington, DC1 plan(s)
  3. 3
    Savannah, GA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Georgia Stevedore Association International Longshoremen'S Association Pension Plan$225.2K
    Georgia Stevedore Assoc. Int'L Longshoremen'S Assoc., GA · Direct $225.2K · 2023
  2. 2
    San Diego Unite - Here Pension Fund$45.8K
    Board Of Trustees, San Diego Unite - Here Pension Fund, CA · Direct $45.8K · 2023
  3. 3
    Liuna National 401(K) Retirement Savings Plan$40K
    Board Of Trustees Of The Liuna National 401k Retirement Savings Plan, DC · Direct $40K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Segal Advisors, Inc Dba Segal Marco?
Public Form 5500 Schedule C filings report compensation paid to Segal Advisors, Inc Dba Segal Marco as a plan service provider. Across loaded filings, total reported compensation is $311,061.
How many plans report Segal Advisors, Inc Dba Segal Marco as a service provider?
Segal Advisors, Inc Dba Segal Marco appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages