Plan5500

Stone Harbor Investment Partners — 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, Stone Harbor Investment Partners is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $484,726 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$484.7KDirect + indirect, across loaded filings$484,726
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$484.7K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation59%National Elevator Industry Pension Plan Plan Board Of Trustees
Top state share of plans33%NJ
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Stone Harbor Investment Partners. Bars show relative scale.

  1. 1
    National Elevator Industry Pension Plan Plan Board Of Trustees$285.9K
    PA · 1 plan(s)
  2. 2
    Unilever United States, Inc$152.2K
    NJ · 1 plan(s)
  3. 3
    Trustees Of Sheet Metal Workers Local 33 Pension Plan$46.6K
    OH · 1 plan(s)
Geographic reach

State footprint

Where Stone Harbor Investment Partners appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NJ1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    PA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Stone Harbor Investment Partners are sponsored, by plan count.

  1. 1
    Englewood Cliffs, NJ1 plan(s)
  2. 2
    Parma, OH1 plan(s)
  3. 3
    Newtown Square, PA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    National Elevator Industry Pension Plan$285.9K
    National Elevator Industry Pension Plan Plan Board Of Trustees, PA · Direct $285.9K · 2023
  2. 2
    Unicare Retirement Plan$152.2K
    Unilever United States, Inc, NJ · Direct $152.2K · 2023
  3. 3
    Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan$46.6K
    Trustees Of Sheet Metal Workers Local 33 Pension Plan, OH · Direct $46.6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Stone Harbor Investment Partners?
Public Form 5500 Schedule C filings report compensation paid to Stone Harbor Investment Partners as a plan service provider. Across loaded filings, total reported compensation is $484,726.
How many plans report Stone Harbor Investment Partners as a service provider?
Stone Harbor Investment Partners appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages