Southern Sun Asset Management — 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, Southern Sun Asset Management is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $675,944 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $675,944
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $675,944
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 Of Liuna Staff And Affiliates Pension Fund | DC | 1 | $348,720 |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | DC | 1 | $327,224 |
State footprint
Plans reporting Southern Sun Asset Management are sponsored in DC (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $348,720 | not reported in the loaded dataset |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | Liuna National (Industrial) Pension Fund | 2023 | $327,224 | not reported in the loaded dataset |
Related Form 5500 pages
- Liuna Staff And Affiliates Pension Fund (plan 001)
- Board Of Trustees Of Liuna Staff And Affiliates Pension Fund — all reported plans
- Liuna National (Industrial) Pension Fund (plan 001)
- Board Of Trustees Of The Liuna National (Industrial) Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources