Sierra Investment Partners, 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, Sierra Investment Partners, Inc. is reported as a service provider on 42 loaded Form 5500 filing(s) across 41 plan sponsor(s) and 42 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $13,584,026 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $13,584,026
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $13,584,026
- Filings
- 42
- Plan sponsors
- 41
- Plans
- 42
- 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 |
|---|---|---|---|
| Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | IL | 1 | $1,737,127 |
| Board Of Trustees, Southern California Ibew-Neca | CA | 1 | $1,221,856 |
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 1 | $1,035,116 |
| Board Of Trustees, Pension Trust Fund For Operating | CA | 1 | $958,010 |
| Board Of Trustees, Ibew Local 595 Pension Plan | CA | 1 | $788,099 |
| Ohio Operating Engineers Pension Plan | OH | 1 | $740,973 |
| Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 2 | $519,120 |
| Electrical Workers Local No 26 Pension Trust Fund | MD | 1 | $502,645 |
| Hawaii Electricians Annuity Plan | HI | 1 | $458,680 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | PA | 1 | $436,157 |
State footprint
Plans reporting Sierra Investment Partners, Inc. are sponsored in PA (7), CA (7), NJ (5), HI (5), MD (4), IL (3), IN (2), MI (2), OH (2), WI (1), FL (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. | 2023 | $1,737,127 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Ibew-Neca | Southern California Ibew-Neca Pension Plan | 2023 | $1,221,856 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | Eastern Atlantic States Carpenters Pension Fund | 2023 | $1,035,116 | not reported in the loaded dataset |
| Board Of Trustees, Pension Trust Fund For Operating | Pension Trust Fund For Operating Engineers | 2023 | $958,010 | not reported in the loaded dataset |
| Board Of Trustees, Ibew Local 595 Pension Plan | Ibew Local 595 Pension Plan | 2023 | $788,099 | not reported in the loaded dataset |
| Ohio Operating Engineers Pension Plan | Ohio Operating Engineers Pension Plan | 2023 | $740,973 | not reported in the loaded dataset |
| Electrical Workers Local No 26 Pension Trust Fund | Electrical Workers Local No. 26 Pension Fund | 2023 | $502,645 | not reported in the loaded dataset |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | 2023 | $458,680 | not reported in the loaded dataset |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware | 2023 | $436,157 | not reported in the loaded dataset |
| Board Of Trustees, Eighth District Electrical Pension | Eighth District Electrical Pension Fund | 2023 | $422,436 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | Eastern Atlantic States Carpenters Annuity Fund | 2023 | $419,217 | not reported in the loaded dataset |
| Joint Board Of Trustees Operating Engineers Local 324 | Operating Engineers' Local 324 Pension Fund | 2023 | $385,246 | not reported in the loaded dataset |
| Hawaii Electricians Pension Plan | Hawaii Electricians Pension Plan | 2023 | $369,930 | not reported in the loaded dataset |
| Indiana Electrical Workers Pension Trust Fund Ibew | Indiana Electrical Workers Pension Plan | 2023 | $344,888 | not reported in the loaded dataset |
| Bot Of Resilient Floor Covering Pension Fund | Resilient Floor Covering Pension Fund | 2023 | $344,751 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Pension Fund, Trustees | Central Pennsylvania Teamsters Defined Benefit Plan | 2023 | $337,145 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | 2023 | $275,517 | not reported in the loaded dataset |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $256,958 | not reported in the loaded dataset |
| Board Of Trustees, Sacramento Area Electrical Workers | Sacramento Area Electrical Workers Pension And Profit Sharing Plan | 2023 | $220,785 | not reported in the loaded dataset |
| Board Of Trustees, San Mateo Electrical Workers Health Plan | San Mateo Electrical Workers Health Plan | 2023 | $198,257 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Pension Fund, Trustees | Central Pennsylvania Teamsters Retirement Income Plan 1987 | 2023 | $181,975 | not reported in the loaded dataset |
| Trustees Of Construction Workers - Lake County Pension | Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan | 2023 | $169,861 | not reported in the loaded dataset |
| Laborers Local Union No. 158 Pension Fund | Laborers Local Union No. 158 Pension Plan | 2023 | $163,477 | not reported in the loaded dataset |
| Board Of Trustees Of Masons Pension Trust Fund | Masons Pension Plan | 2023 | $159,146 | not reported in the loaded dataset |
| Board Of Trustees Of Carolina Electrical Workers Retirement Fund | Carolina Electrical Workers Retirement Fund | 2023 | $152,380 | not reported in the loaded dataset |
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | 2023 | $141,141 | not reported in the loaded dataset |
| Operating Engineers Local 139 Health Benefit Fund | Operating Engineers Local 139 Health Benefit Fund | 2023 | $130,216 | not reported in the loaded dataset |
| Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund | Hawaii Masons And Plasterers Annuity Plan | 2023 | $121,831 | not reported in the loaded dataset |
| Laborers District Council Pension And Disability Trust Fund No. 2 | Laborers District Council Pension And Disability Trust Fund No. 2 | 2023 | $110,772 | not reported in the loaded dataset |
| Joint Board Of Trustees, Operating Engineers Local 324, Dc | Operating Engineers' Local 324, Defined Contribution Pension Plan | 2023 | $109,721 | not reported in the loaded dataset |
| Trustees For The Electrical Welfare Trust Fund | Electrical Welfare Trust Fund | 2023 | $88,125 | not reported in the loaded dataset |
| San Mateo County Electrical Construction Industry Retiremt Plan | San Mateo County Electrical Construction Industry Retiremt Plan | 2023 | $86,608 | not reported in the loaded dataset |
| Oldc-Ohio Contractors Association Insurance Fund | Oldc-Ohio Contractors Association Insurance Fund | 2023 | $86,221 | not reported in the loaded dataset |
| Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr | Local 705 Intl Brotherhood Of Teamsters Health And Welfare Fund | 2023 | $84,678 | not reported in the loaded dataset |
| Hawaii Electricians Health And Welfare Fund | Hawaii Electricians Health And Welfare Plan | 2023 | $84,674 | not reported in the loaded dataset |
| International Union Of Operating Engineers Welfare Fund Of East. Pa & | International Union Of Operating Engineers Welfare Fund Of Eastern Pennsylvania And Delaware | 2023 | $62,606 | not reported in the loaded dataset |
| B.A.C. Local No. 4 Pension Fund | Bricklayers & Allied Craftworkers Local No. 4 Of New Jersey Pension Plan | 2023 | $45,503 | not reported in the loaded dataset |
| Northwest Ironworkers Health And Security Board Of Trustees | Northwest Ironworkers Health And Security Plan | 2023 | $44,701 | not reported in the loaded dataset |
| Board Of Trustees, United Food & Commercial Workers Union Local 152 | United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | 2023 | $36,344 | not reported in the loaded dataset |
| Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | Bricklayers & Allied Craftworkers Local No. 5 Pension Plan | 2023 | $25,391 | not reported in the loaded dataset |
| Board Of Trustees Of The Marble,Tile And Terrazzo | Marble, Tile, And Terrazzo Workers Pension Fund | 2023 | $22,548 | not reported in the loaded dataset |
| Jt. Bd. Of Trustees Of The Unite Here! Local 54 | Unite Here! Local 54 Severance Fund | 2023 | $22,314 | not reported in the loaded dataset |
Related Form 5500 pages
- Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. (plan 001)
- Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund — all reported plans
- Southern California Ibew-Neca Pension Plan (plan 001)
- Board Of Trustees, Southern California Ibew-Neca — all reported plans
- Eastern Atlantic States Carpenters Pension Fund (plan 001)
- Board Of Trustees Eastern Atlantic States Carpenters Pension Fund — all reported plans
- Pension Trust Fund For Operating Engineers (plan 001)
- Board Of Trustees, Pension Trust Fund For Operating — all reported plans
- Ibew Local 595 Pension Plan (plan 001)
- Board Of Trustees, Ibew Local 595 Pension Plan — all reported plans
- Ohio Operating Engineers Pension Plan (plan 001)
- Ohio Operating Engineers Pension Plan — all reported plans
- Electrical Workers Local No. 26 Pension Fund (plan 001)
- Electrical Workers Local No 26 Pension Trust Fund — all reported plans
- Hawaii Electricians Annuity Plan (plan 001)
- Hawaii Electricians Annuity Plan — all reported plans
- International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware (plan 001)
- International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De — all reported plans
- Eighth District Electrical Pension Fund (plan 001)
- Board Of Trustees, Eighth District Electrical Pension — all reported plans
- Eastern Atlantic States Carpenters Annuity Fund (plan 002)
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund — all reported plans
- Operating Engineers' Local 324 Pension Fund (plan 001)
- Joint Board Of Trustees Operating Engineers Local 324 — all reported plans
- Hawaii Electricians Pension Plan (plan 002)
- Hawaii Electricians Pension Plan — all reported plans
- Indiana Electrical Workers Pension Plan (plan 001)
- Indiana Electrical Workers Pension Trust Fund Ibew — all reported plans
- Resilient Floor Covering Pension Fund (plan 001)
- Bot Of Resilient Floor Covering Pension Fund — all reported plans
- Central Pennsylvania Teamsters Defined Benefit Plan (plan 001)
- Central Pennsylvania Teamsters Pension Fund, Trustees — all reported plans
- Operating Engineers Local No. 825 Pension Fund (plan 001)
- Operating Engineers Local No. 825 Pension Fund — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- Sacramento Area Electrical Workers Pension And Profit Sharing Plan (plan 001)
- Board Of Trustees, Sacramento Area Electrical Workers — all reported plans
- San Mateo Electrical Workers Health Plan (plan 501)
- Board Of Trustees, San Mateo Electrical Workers Health Plan — all reported plans
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (plan 009)
- Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan (plan 001)
- Trustees Of Construction Workers - Lake County Pension — all reported plans
- Laborers Local Union No. 158 Pension Plan (plan 001)
- Laborers Local Union No. 158 Pension Fund — all reported plans
- Masons Pension Plan (plan 001)
- Board Of Trustees Of Masons Pension Trust Fund — all reported plans
- Carolina Electrical Workers Retirement Fund (plan 001)
- Board Of Trustees Of Carolina Electrical Workers Retirement Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources