Smart Source LLC — 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, Smart Source LLC is reported as a service provider on 48 loaded Form 5500 filing(s) across 46 plan sponsor(s) and 48 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,802,549 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$1,802,549
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$1,802,549
Filings
48
Plan sponsors
46
Plans
48
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

Plan sponsors reporting the most compensation to Smart Source LLC
SponsorStatePlansReported compensation
Board Of Trustees Sheet Metal Workers Local 104 Health Care PlanCA1$181,169
Board Of Trustees, San Francisco Culinary Bartenders &CA1$153,265
Electrical Workers Health And Welfare Plan Board Of TrusteesNV1$125,662
Trustees Of W. States Insulators & Allied Workers Pension FundCA2$125,479
Board Of Trustees, Employee Painters' Trust Health And Welfare PlanWA1$124,992
Board Of Trustees, Eighth District Electrical BenefitNV1$124,609
Board Of Trustees, Eighth District Electrical PensionNV1$93,338
Sheet Metal Workers Pension TrustCA1$69,557
Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust FCA1$56,187
I.B.E.W. Board Of Trustees For Local No 357 Pension TrustNV2$55,964

State footprint

Plans reporting Smart Source LLC are sponsored in CA (28), NV (6), OR (5), WA (3), MI (2), DC (2), AZ (1), HI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Sheet Metal Workers Local 104 Health Care PlanSheet Metal Workers Local 104 Health Care Plan2023$181,169not reported in the loaded dataset
Board Of Trustees, San Francisco Culinary Bartenders &San Francisco Culinary Bartenders & Service Employees Pension Plan2023$153,265not reported in the loaded dataset
Electrical Workers Health And Welfare Plan Board Of TrusteesElectrical Workers Health And Welfare Plan2023$125,662not reported in the loaded dataset
Board Of Trustees, Employee Painters' Trust Health And Welfare PlanEmployee Painters' Trust Health And Welfare Plan2023$124,992not reported in the loaded dataset
Board Of Trustees, Eighth District Electrical BenefitEighth District Electrical Benefit Fund2023$124,609not reported in the loaded dataset
Board Of Trustees, Eighth District Electrical PensionEighth District Electrical Pension Fund Annuity Plan2023$93,338not reported in the loaded dataset
Trustees Of W. States Insulators & Allied Workers Pension FundWestern States Insulators And Allied Workers' Pension Plan2023$73,109not reported in the loaded dataset
Sheet Metal Workers Pension TrustSheet Metal Workers Pension Plan Of Northern California2023$69,557not reported in the loaded dataset
Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust FU.A. Local No. 393 Health And Welfare Plan2023$56,187not reported in the loaded dataset
Board Of Trustees Western States Insulators And Allied Workers IndivWestern States Insulators And Allied Workers Individual Account Plan2023$52,370not reported in the loaded dataset
Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters PeIndiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund2023$46,595not reported in the loaded dataset
Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension PlU.A. Local No. 393 Defined Benefit Pension Plan2023$44,525not reported in the loaded dataset
Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup PensionSmart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan2023$41,366not reported in the loaded dataset
I.B.E.W. Board Of Trustees For Local 357 Pension TrustI.B.E.W. Local Union No 357 Pension Trust Fund, Plan A2023$37,893not reported in the loaded dataset
Board Of Trustees, Ibu Of The Pacific Natl HealthIbu Of The Pacific Natl Health Benefit Trust2023$37,284not reported in the loaded dataset
Board Of Trustees, W. Wa Painters Defined Contribution Pension PlanWestern Washington Painters Defined Contribution Pension Plan2023$34,258not reported in the loaded dataset
Board Of Trustees Of Operating EngineersOperating Engineers Local 501 Security Fund2023$32,044not reported in the loaded dataset
San Mateo Hotel Employees & Restaurant Employees Pension FundSan Mateo Hotel Employees & Restaurant Employees Pension Fund2023$32,004not reported in the loaded dataset
B Of T, Northwest Sheet Metal Workers Pension PlanNorthwest Sheet Metal Workers Pension Plan2023$31,013not reported in the loaded dataset
Board Of Trustees Arizona Pipe Trades Pension PlanArizona Pipe Trades Pension Plan2023$24,182not reported in the loaded dataset
Board Of Trustees Of Ibew 1245 Money Purchase PlanIbew Local 1245 Money Purchase Pension Plan2023$22,986not reported in the loaded dataset
San Mateo Hotel Employees & Restaurant Employees Welfare FundSan Mateo Hotel Employees & Restaurant Employees Welfare Fund2023$22,886not reported in the loaded dataset
I.A.T.S.E. Local 16 Pension Plan TrusteesI.A.T.S.E. Local 16 Pension Plan2023$22,868not reported in the loaded dataset
Uaw Retirees Of The Dana Corp. Health And Welfare Trust CommitteeUaw Retirees Of The Dana Corporation Health And Welfare Trust2023$22,371not reported in the loaded dataset
Bot Of Iuoe Stationary Engineers Local 39 Pension PlanIuoe Stationary Engineers Local 39 Pension Plan2023$21,984not reported in the loaded dataset
Board Of Trustees Of The U.A. Local No. 393 Defined Contribution PlanU. A. Local No. 393 Defined Contribution Plan2023$21,637not reported in the loaded dataset
Board Of Trustees, Northern California Tile IndustryNorthern California Tile Industry Defined Contribution Plan2023$18,476not reported in the loaded dataset
I.B.E.W. Board Of Trustees For Local No 357 Pension TrustI.B.E.W. Local Union No 357 Pension Trust Fund, Plan B2023$18,071not reported in the loaded dataset
Board Of Trustees Of The Producers' Health Benefits PlanProducers' Health Benefits Plan2023$17,983not reported in the loaded dataset
Board Of Trustees, Utah Pipe Trades Welfare TrustUtah Pipe Trades Welfare Trust Fund2023$16,415not reported in the loaded dataset
Board Of Trustees Indiana State Council Of Carpenters Pension FundIndiana State Council Of Carpenters Pension Fund2023$14,858not reported in the loaded dataset
Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W PlanLocal Union 598 Plumbing & Pipefitting Industry Health And Welfare Plan2023$14,282not reported in the loaded dataset
Board Of Trustees Of Western States Insul And Allied Workers Health PlWestern States Insul And Allied Workers' Health Pl2023$14,212not reported in the loaded dataset
Board Of Trustees, Marine Carpenters Pension FundMarine Carpenters Pension Fund2023$13,856not reported in the loaded dataset
Board Of Trustees, Hotel And Restaurant EmployeesHotel And Restaurant Employees Health And Welfare Trust Fund2023$13,622not reported in the loaded dataset
Board Of Trustees, Ibu Of The Pacific NationalInlandboatmen'S Union Of The Pacific National Pension Plan2023$12,877not reported in the loaded dataset
Board Of Trustees Of Stationary Engineers Local 39Stationary Engineers Local 39 Health And Welfare Plan2023$11,733not reported in the loaded dataset
East Bay Restaurant & Tavern Retirement PlanEast Bay Restaurant & Tavern Retirement Plan2023$10,792not reported in the loaded dataset
Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare PlanHealth And Welfare Plan Of The Idaho Pipe Trades Trust2023$10,481not reported in the loaded dataset
Uaw Retirees Of Daimler Trucks North America Welfare Benefit TrustUaw Retirees Of Daimler Trucks North America Welfare Benefit Trust2023$9,936not reported in the loaded dataset
Board Of Trustees, Utah Pipe Trades PensionUtah Pipe Trades Pension Trust Fund2023$8,981not reported in the loaded dataset
Board Of Trustees, Toc-Woodworkers, Iam DefinedToc-Woodworkers, Iam Defined Contribution Plan And Trust2023$7,811not reported in the loaded dataset
Board Of Trustees Of Solano-Napa Counties Electrical Workers HealthSolano-Napa Counties Electrical Workers Health And Welfare Trust Fund2023$7,153not reported in the loaded dataset
Board Of Trustees, B.A.C. Local No 3 Health AndB.A.C. Local No 3 Health And Welfare Plan2023$7,083not reported in the loaded dataset
Board Of Trustees Cement Masons And Plasterers Joint Pension PlanCement Masons And Plasterers Joint Pension Plan2023$7,012not reported in the loaded dataset
Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b PensionCmta-Gmpp & Allied Workers Local 164b Pension Trust2023$5,825not reported in the loaded dataset
Board Of Trustees Of Solano/Napa Counties Electrical Workers ProfitSolano/Napa Counties Electrical Workers Profit Sharing Plan2023$5,630not reported in the loaded dataset
B Of T Roofers Union Local 221 Health & Welfare TrustRoofers Union Local 221 Health & Welfare Plan2023$5,306not reported in the loaded dataset

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