Stacey Braun Associates, 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, Stacey Braun Associates, Inc is reported as a service provider on 41 loaded Form 5500 filing(s) across 41 plan sponsor(s) and 41 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,454,509 and reported indirect compensation totals $71,720.
Reported compensation summary
- Reported direct compensation
- $5,454,509
- Reported indirect compensation
- $71,720
- Total reported compensation
- $5,526,229
- Filings
- 41
- Plan sponsors
- 41
- Plans
- 41
- 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 |
|---|---|---|---|
| Pension Plan Of Local 464a | NJ | 1 | $930,627 |
| Board Of Trustees Of Catastrophe Major M | NY | 1 | $556,616 |
| Board Of Trustees Of Local 272 Labor Management Pension Fund | NY | 1 | $398,523 |
| Local 464a-United Food & Commercial Workers Union Welfare Service Bene | NJ | 1 | $322,932 |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | NY | 1 | $287,233 |
| New York State United Teachers | NY | 1 | $227,104 |
| New York-New Jersey Amalgamated Pension Plan For Acme Employees | NJ | 1 | $221,788 |
| Connecticut Laborers Annuity Fund Board Of Trustees | CT | 1 | $206,724 |
| Voluntary Hospitals House Staff Benefits Plan | NY | 1 | $197,577 |
| Board Of Trustees - Northern New Jersey Teamsters Benefit Plan | NJ | 1 | $193,963 |
State footprint
Plans reporting Stacey Braun Associates, Inc are sponsored in NY (29), NJ (6), PA (3), CT (1), DE (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pension Plan Of Local 464a | Pension Plan Of Local 464a | 2023 | $930,627 | not reported in the loaded dataset |
| Board Of Trustees Of Catastrophe Major M | Catastrophe Major Medical Plan | 2023 | $556,616 | $0 |
| Board Of Trustees Of Local 272 Labor Management Pension Fund | Local 272 Labor Management Pension Fund | 2023 | $398,523 | $0 |
| Local 464a-United Food & Commercial Workers Union Welfare Service Bene | Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund | 2023 | $322,932 | not reported in the loaded dataset |
| Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio | Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2023 | $287,233 | $0 |
| New York State United Teachers | New York State United Teachers Member Benefits Trust | 2023 | $227,104 | not reported in the loaded dataset |
| New York-New Jersey Amalgamated Pension Plan For Acme Employees | New York-New Jersey Amalgamated Pension Plan For Acme Employees | 2023 | $221,788 | $0 |
| Connecticut Laborers Annuity Fund Board Of Trustees | Connecticut Laborers' Annuity Plan | 2023 | $206,724 | $0 |
| Voluntary Hospitals House Staff Benefits Plan | Voluntary Hospitals House Staff Benefits Plan | 2023 | $197,577 | $0 |
| Board Of Trustees - Northern New Jersey Teamsters Benefit Plan | Northern New Jersey Teamsters Benefit Plan | 2023 | $193,963 | $0 |
| Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl | Neca Local Union No 313 Ibew Pension Plan | 2023 | $183,305 | $0 |
| Board Of Trustees Local 235 Annuity Fund | Laborers Local 235 Annuity Fund | 2023 | $172,154 | $0 |
| Carpenters & Millwrights Of Houston & Vicinity Pension Fund | Carpenters & Millwrights Of Houston Vicinity Pension Fund | 2023 | $156,464 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r | I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r | 2023 | $154,846 | $0 |
| Board Of Trustees Of U.W.M. & M. Pension Fund | United Wire, Metal & Machine Pension Fund | 2023 | $149,387 | $0 |
| Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio | Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio | 2023 | $124,313 | $0 |
| Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio | Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio | 2023 | $109,835 | $0 |
| Board Of Trustees Local 235 Pension Fund | Laborers Local 235 Pension Fund | 2023 | $107,275 | $0 |
| Board Of Trustees Local 60 Annuity Fund | Westchester Heavy Construction Laborers Local 60 Annuity Fund | 2023 | $79,333 | $0 |
| Board Of Trustees Local 60 Pension Fund | Westchester Heavy Construction Laborers Local 60 Pension Fund | 2023 | $69,497 | $0 |
| Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund | Local 295 I.B.T. Employer Group Pension Trust Fund | 2023 | $68,856 | $0 |
| I.A.M. District 15 Health Fund | International Association Of Machinists District 15 Health Fund | 2023 | $0 | $68,378 |
| Board Of Trustees Of Marble | Marble Industry Pension Trust Fund | 2023 | $62,047 | not reported in the loaded dataset |
| Teamsters Local 817 Welfare Fund | Local 817 Ibt Welfare Fund | 2023 | $60,825 | $0 |
| Board Of Trustees Of Local 804 Pension Fund | Local 804 Pension Fund | 2023 | $59,083 | $0 |
| United Wire, Metal & Machine Health & Welfare Fund | United Wire, Metal & Machine H & W Fd | 2023 | $55,740 | $0 |
| Bd Of Tees Neca Lu 313 Ibew H&W Plan | Neca Lu No 313 Ibew Health & Welfare Plan | 2023 | $51,290 | $3,342 |
| Board Of Trustees Of Local 810 Affiliated Pension Plan | Local 810 Affliated Pension Plan | 2023 | $30,415 | $0 |
| Board Of Trustees Doctors Council Benefit Plan | Doctors Council Benefit Plan | 2023 | $30,373 | not reported in the loaded dataset |
| Board Of Trustees Of Local 295 I.B.T. Employer Group Welfare Fund | Local 295 I.B.T. Employer Group Welfare Fund | 2023 | $27,011 | $0 |
| Local 445 Annuity Fund | Local 445 Annuity Fund | 2023 | $24,525 | not reported in the loaded dataset |
| Production Workers Pension Fund | Production Workers Pension Fund | 2023 | $21,617 | not reported in the loaded dataset |
| Board Of Trustees Health & Welfare Fund Of Local Union 373 U.A. | Health & Welfare Fund Of Local Union 373 U.A. | 2023 | $20,837 | $0 |
| Teamsters Local 445 Welfare Fund | Teamsters Local 445 Welfare Fund | 2023 | $17,265 | not reported in the loaded dataset |
| Bd Of Tr Derrickmens Pension Fund, Local 197 | Derrickmens Pension Fund, Local 197 | 2023 | $16,887 | not reported in the loaded dataset |
| Board Of Trustees Local 108 Retirement Plan | Local 108 Retirement Plan | 2023 | $15,666 | not reported in the loaded dataset |
| Laborers Welfare Fund Local 199 Board Of Trustees | Laborers Of Delaware Local Unions 199 Welfare Fund | 2023 | $14,331 | $0 |
| Bd Of Trustees Of The Welfare Plan Locals 137,137a,137b,137c, And 137r | Welfare Plan Of The I.U.O.E. Locals 137,137a,137b, 137c, And 137r Afl-Cio | 2023 | $14,232 | $0 |
| Board Of Trustees Local 235 Welfare Fund | Laborers Local 235 Welfare Fund | 2023 | $8,182 | $0 |
| Board Of Trustees Iuoe Local 138 Welfare Fund | International Union Of Operating Engin Local 138 Welfare Fund | 2023 | $5,831 | not reported in the loaded dataset |
| Bd Of Ttee Of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund | Plumbers & Pipefitters Local Union No. 74 Pension Fund | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Pension Plan Of Local 464a (plan 001)
- Pension Plan Of Local 464a — all reported plans
- Catastrophe Major Medical Plan (plan 501)
- Board Of Trustees Of Catastrophe Major M — all reported plans
- Local 272 Labor Management Pension Fund (plan 001)
- Board Of Trustees Of Local 272 Labor Management Pension Fund — all reported plans
- Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund (plan 501)
- Local 464a-United Food & Commercial Workers Union Welfare Service Bene — all reported plans
- Pension Plan Of The Iuoe Local 137 137a 137b 137c 137r, Afl-Cio (plan 001)
- Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio — all reported plans
- New York State United Teachers Member Benefits Trust (plan 503)
- New York State United Teachers — all reported plans
- New York-New Jersey Amalgamated Pension Plan For Acme Employees (plan 003)
- New York-New Jersey Amalgamated Pension Plan For Acme Employees — all reported plans
- Connecticut Laborers' Annuity Plan (plan 001)
- Connecticut Laborers Annuity Fund Board Of Trustees — all reported plans
- Voluntary Hospitals House Staff Benefits Plan (plan 501)
- Voluntary Hospitals House Staff Benefits Plan — all reported plans
- Northern New Jersey Teamsters Benefit Plan (plan 501)
- Board Of Trustees - Northern New Jersey Teamsters Benefit Plan — all reported plans
- Neca Local Union No 313 Ibew Pension Plan (plan 001)
- Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl — all reported plans
- Laborers Local 235 Annuity Fund (plan 002)
- Board Of Trustees Local 235 Annuity Fund — all reported plans
- Carpenters & Millwrights Of Houston Vicinity Pension Fund (plan 001)
- Carpenters & Millwrights Of Houston & Vicinity Pension Fund — all reported plans
- I.U.O.E. Annuity Fund Local 137,137a,137b,137c, And 137r (plan 001)
- Board Of Trustees I.U.O.E. Annuity Local 137 137a 137b 137c 137r — all reported plans
- United Wire, Metal & Machine Pension Fund (plan 001)
- Board Of Trustees Of U.W.M. & M. Pension Fund — all reported plans
- Annuity Fd Of The Iuoe Local Union 94, 94a, 94b Afl-Cio (plan 001)
- Bd Of Trustees Annuity Fund Of The Iuoe Lcl Union 94, 94a, 94b Afl-Cio — all reported plans
- Health & Benefit Trust Fund Of The I.U.O.E. Local 94, 94a, 94b, Afl-Cio (plan 501)
- Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio — all reported plans
- Laborers Local 235 Pension Fund (plan 001)
- Board Of Trustees Local 235 Pension Fund — all reported plans
- Westchester Heavy Construction Laborers Local 60 Annuity Fund (plan 002)
- Board Of Trustees Local 60 Annuity Fund — all reported plans
- Westchester Heavy Construction Laborers Local 60 Pension Fund (plan 001)
- Board Of Trustees Local 60 Pension Fund — all reported plans
- Local 295 I.B.T. Employer Group Pension Trust Fund (plan 001)
- Trustees Of Local 295 I.B.T. Employer Group Pension Trust Fund — all reported plans
- International Association Of Machinists District 15 Health Fund (plan 501)
- I.A.M. District 15 Health Fund — all reported plans
- Marble Industry Pension Trust Fund (plan 075)
- Board Of Trustees Of Marble — all reported plans
- Local 817 Ibt Welfare Fund (plan 501)
- Teamsters Local 817 Welfare Fund — all reported plans
- Local 804 Pension Fund (plan 001)
- Board Of Trustees Of Local 804 Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources