Segal Marco Advisors — 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 Marco Advisors is reported as a service provider on 314 loaded Form 5500 filing(s) across 300 plan sponsor(s) and 314 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $23,323,026 and reported indirect compensation totals $283,948.
Reported compensation summary
- Reported direct compensation
- $23,323,026
- Reported indirect compensation
- $283,948
- Total reported compensation
- $23,606,974
- Filings
- 314
- Plan sponsors
- 300
- Plans
- 314
- 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 |
|---|---|---|---|
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $1,473,500 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | IL | 1 | $1,210,916 |
| Pension Fund For Hospital And Health Care Employees | PA | 1 | $524,612 |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | IL | 1 | $466,986 |
| International Union, Uaw | MI | 1 | $440,000 |
| Trustees Of The National Electrical Benefit Fund | MD | 1 | $379,775 |
| B/O/T United Association National Pension Fund | VA | 1 | $328,118 |
| Pipeline Industry Pension Fund | OK | 1 | $302,500 |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | IL | 1 | $300,000 |
| Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund | NY | 1 | $289,182 |
State footprint
Plans reporting Segal Marco Advisors are sponsored in NY (70), IL (26), MD (19), PA (19), OH (18), CA (16), CT (16), DC (14), MO (14), MA (12), MN (11), NJ (8).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $1,473,500 | not reported in the loaded dataset |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | Mid-America Carpenters Regional Council Pension Fund | 2023 | $1,210,916 | not reported in the loaded dataset |
| Pension Fund For Hospital And Health Care Employees | Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity | 2023 | $524,612 | not reported in the loaded dataset |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | United Food & Commercial Workers Intl Union - Industry Pension Fund | 2023 | $466,986 | not reported in the loaded dataset |
| International Union, Uaw | Uaw Master Pension Trust | 2023 | $440,000 | not reported in the loaded dataset |
| Trustees Of The National Electrical Benefit Fund | National Electrical Benefit Fund | 2023 | $379,775 | not reported in the loaded dataset |
| B/O/T United Association National Pension Fund | United Association National Pension Fund | 2023 | $328,118 | not reported in the loaded dataset |
| Pipeline Industry Pension Fund | Pipeline Industry Pension Fund | 2023 | $302,500 | not reported in the loaded dataset |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | International Brotherhood Of Teamsters Union Local 710 Pension Fund | 2023 | $300,000 | not reported in the loaded dataset |
| Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund | The Legacy Plan Of The Unite Here Retirement Fund | 2023 | $289,182 | not reported in the loaded dataset |
| Trustees Of 1199 Seiu Regional Pension Fund | 1199 Seiu Regional Pension Fund | 2023 | $284,045 | not reported in the loaded dataset |
| Omaha Const. Ind. Pension Plan Joint Board Of Trustees | Omaha Construction Industry Pension Plan | 2023 | $275,000 | not reported in the loaded dataset |
| Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S | Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan | 2023 | $270,000 | not reported in the loaded dataset |
| Iron Workers District Council Of Southern Ohio & Vicinity | Iron Workers District Council Of So Oh & Vicinity Pension Trust | 2023 | $253,750 | not reported in the loaded dataset |
| Joint Board Of Trustees, Bakery & Confectionery Union & Industry | Bakery & Confectionery Union & Industry International Pension Fund | 2023 | $249,375 | not reported in the loaded dataset |
| Joint Board Of Trustees Of North Central States Regional Council Of | North Central States Regional Council Of Carpenters Pension Fund | 2023 | $247,000 | not reported in the loaded dataset |
| Board Of Trustees Of Central Laborers' Pension Fund | Central Laborers' Pension Fund | 2023 | $245,000 | not reported in the loaded dataset |
| Connecticut Health Care Associates Pension Fund | Connecticut Health Care Associates Pension Fund | 2023 | $225,000 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | $15,025 | $206,250 |
| Executive Committee Of The U.F.C.W Intl Union | Ufcw Intl Union Pension Plan For Employees | 2023 | $213,042 | not reported in the loaded dataset |
| Building Laborers 310 Pension Fund | Building Laborers Local 310 Pension Fund | 2023 | $212,917 | not reported in the loaded dataset |
| Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan | Elevator Constructors Annuity And 401(K) Retirement Plan | 2023 | $201,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Umwa 1985 Construction Workers | United Mine Workers Of America 1985 Construction Workers Pension Plan | 2023 | $191,771 | not reported in the loaded dataset |
| Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio | Hotel Union And Hotel Industry Of Hawaii Pension Plan | 2023 | $185,764 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Local 14-14b Pension Fund | International Union Of Operating Engineers Local 14-14b Pension Fd | 2023 | $177,912 | not reported in the loaded dataset |
| Trustees Of Ufcw Unions & Employers Midwest Pension Fund | United Food And Commercial Workers Unions & Employers Midwest Pension Fund | 2023 | $175,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund | Twin City Carpenters And Joiners Pension Fund | 2023 | $172,953 | not reported in the loaded dataset |
| Trustees Of Minneapolis Retail Meat Cutters And Food Handlers Pension | Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | 2023 | $168,082 | not reported in the loaded dataset |
| Con Ind & Laborers Joint Pension Trust Board Of Trustees | Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A | 2023 | $167,020 | not reported in the loaded dataset |
| Trustees Of Unite Here Health | Unite Here Health | 2023 | $165,807 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 17 Annuity Income Fund | Sheet Metal Workers Local 17 Annuity Income Fund | 2023 | $165,000 | not reported in the loaded dataset |
| Trustees Of The National Electrical Annuity Plan | National Electrical Annuity Plan | 2023 | $156,952 | not reported in the loaded dataset |
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $156,734 | not reported in the loaded dataset |
| Board Of Trustees Of Retail Wholesale & Dept Store | Retail, Wholesale & Department Store International Union And Industry Pension Fund | 2023 | $153,000 | not reported in the loaded dataset |
| Board Of Trustees Of Line Construction Benefit Fund | Line Construction Benefit Fund | 2023 | $152,100 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Local 478 Pension Plan | International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | 2023 | $148,720 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | Bac Local 23 North Shore Chapter Pension Fund | 2023 | $147,741 | not reported in the loaded dataset |
| National Elevator Industry Health Benefit Plan Board Of Trustees | National Elevator Industry Health Benefit Plan | 2023 | $147,225 | not reported in the loaded dataset |
| American Postal Workers Union, Afl-Cio | American Postal Workers Union Officers' Qualified Retirement Plan | 2023 | $146,473 | not reported in the loaded dataset |
| U A Local Union Officers & Employees Pension Fund | United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | 2023 | $145,833 | not reported in the loaded dataset |
| Ufcw Union Local 919 & Contributing Empl Pension | Ufcw Union Local 919 & Contributing Employers' Food Pension Fund | 2023 | $145,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Deferred Salary Plan Of The Electrical Ind | Deferred Salary Plan Of The Electrical Industry | 2023 | $140,723 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers' Pension Benefit Fund | Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund | 2023 | $137,256 | not reported in the loaded dataset |
| Board Of Trustees, Los Angeles Hotel-Restaurant | Los Angeles Hotel-Restaurant Employer-Union Retirement Fund | 2023 | $136,913 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Local 4 Pension Fund | International Union Of Operating Engineers Local 4 Pension Fund | 2023 | $135,000 | not reported in the loaded dataset |
| Board Of Trustees Of National Integrated Group Pension Plan | National Integrated Group Pension Plan | 2023 | $129,652 | not reported in the loaded dataset |
| United Food And Commercial Workers Employers Pension Plan | United Food And Commercial Workers Unions And Employers Pension Plan | 2023 | $127,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | Liuna National (Industrial) Pension Fund | 2023 | $117,550 | not reported in the loaded dataset |
| Joint Board Of Administration C/O Benesys | Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan | 2023 | $115,250 | not reported in the loaded dataset |
| Ibew Local 683 Board Of Trustees | Ibew Local 683 Pension Fund Pension Plan | 2023 | $115,000 | not reported in the loaded dataset |
Related Form 5500 pages
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Mid-America Carpenters Regional Council Pension Fund (plan 001)
- Board Of Trustees Of Mid-America Carpenters Regional Council Pension F — all reported plans
- Pension Fund For Hospital And Health Care Employees, Philadelphia And Vicinity (plan 001)
- Pension Fund For Hospital And Health Care Employees — all reported plans
- United Food & Commercial Workers Intl Union - Industry Pension Fund (plan 001)
- Trustees Of Ufcw Int'L Union - Industry Pension Fund — all reported plans
- Uaw Master Pension Trust (plan 006)
- International Union, Uaw — all reported plans
- National Electrical Benefit Fund (plan 001)
- Trustees Of The National Electrical Benefit Fund — all reported plans
- United Association National Pension Fund (plan 001)
- B/O/T United Association National Pension Fund — all reported plans
- Pipeline Industry Pension Fund (plan 001)
- Pipeline Industry Pension Fund — all reported plans
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- The Legacy Plan Of The Unite Here Retirement Fund (plan 001)
- Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund — all reported plans
- 1199 Seiu Regional Pension Fund (plan 001)
- Trustees Of 1199 Seiu Regional Pension Fund — all reported plans
- Omaha Construction Industry Pension Plan (plan 001)
- Omaha Const. Ind. Pension Plan Joint Board Of Trustees — all reported plans
- Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan (plan 001)
- Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S — all reported plans
- Iron Workers District Council Of So Oh & Vicinity Pension Trust (plan 001)
- Iron Workers District Council Of Southern Ohio & Vicinity — all reported plans
- Bakery & Confectionery Union & Industry International Pension Fund (plan 001)
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry — all reported plans
- North Central States Regional Council Of Carpenters Pension Fund (plan 001)
- Joint Board Of Trustees Of North Central States Regional Council Of — all reported plans
- Central Laborers' Pension Fund (plan 001)
- Board Of Trustees Of Central Laborers' Pension Fund — all reported plans
- Connecticut Health Care Associates Pension Fund (plan 001)
- Connecticut Health Care Associates Pension Fund — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- Ufcw Intl Union Pension Plan For Employees (plan 001)
- Executive Committee Of The U.F.C.W Intl Union — all reported plans
- Building Laborers Local 310 Pension Fund (plan 001)
- Building Laborers 310 Pension Fund — all reported plans
- Elevator Constructors Annuity And 401(K) Retirement Plan (plan 001)
- Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan — all reported plans
- United Mine Workers Of America 1985 Construction Workers Pension Plan (plan 001)
- Board Of Trustees Of The Umwa 1985 Construction Workers — all reported plans
- Hotel Union And Hotel Industry Of Hawaii Pension Plan (plan 001)
- Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio — all reported plans
- International Union Of Operating Engineers Local 14-14b Pension Fd (plan 001)
- Board Of Trustees I.U.O.E. Local 14-14b Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources