Strategic Capital — 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, Strategic Capital is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $321,609 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$321,609
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$321,609
Filings
11
Plan sponsors
11
Plans
11
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 Strategic Capital
SponsorStatePlansReported compensation
Board Of Trustees Of Chicago Area Ib Of T Pension Trust FundIL1$100,000
Plumbers Local 8 Dc PlanMO1$42,875
Board Of Trustees Of Teamsters Local Union No. 727 Pension PlanIL1$41,667
Board Of Trustees Of Structural Iw Local #1 Annuity PlanIL1$33,701
Board Of Trustees Chicago Area Ibt Severance And Retirement Trust FundIL1$30,000
Plumbers, Pipe Fitters And Fund Local 392OH1$24,000
Board Of Trustees Of Chicago Area Ib Of T Health & Welfare FundIL1$20,000
Chicago Truck Drivers Union Health & Welfare FundIL1$10,000
Teamsters Local Union No. 727 Health And Welfare FundIL1$8,333
Trustees Of Structural Iron Workers Local 1 Welfare FundIL1$5,700

State footprint

Plans reporting Strategic Capital are sponsored in IL (8), MO (1), NY (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Of Chicago Area Ib Of T Pension Trust FundChicago Area Ib Of T Pension Trust Fund2023$100,000not reported in the loaded dataset
Plumbers Local 8 Dc PlanPlumbers & Gasfitters Local Union No. 8 Defined Contribution Plan2023$42,875not reported in the loaded dataset
Board Of Trustees Of Teamsters Local Union No. 727 Pension PlanTeamsters Local Union No. 727 Pension Plan2023$41,667not reported in the loaded dataset
Board Of Trustees Of Structural Iw Local #1 Annuity PlanStructural Iron Workers Local #1 Annuity Plan2023$33,701not reported in the loaded dataset
Board Of Trustees Chicago Area Ibt Severance And Retirement Trust FundChicago Area Ib Of T Severance And Retirement Plan2023$30,000not reported in the loaded dataset
Plumbers, Pipe Fitters And Fund Local 392Plumbers, Pipe Fitters And Mechanical Equipment Service Local Union No 392 Health And Welfare Plan2023$24,000not reported in the loaded dataset
Board Of Trustees Of Chicago Area Ib Of T Health & Welfare FundChicago Area Ib Of T Health And Welfare Plan2023$20,000not reported in the loaded dataset
Chicago Truck Drivers Union Health & Welfare FundChicago Truck Drivers Union Health & Welfare Fund2023$10,000not reported in the loaded dataset
Teamsters Local Union No. 727 Health And Welfare FundTeamsters Local Union No. 727 Health And Welfare P2023$8,333not reported in the loaded dataset
Trustees Of Structural Iron Workers Local 1 Welfare FundStructural Iron Workers Local 1 Welfare Fund2023$5,700not reported in the loaded dataset
Local 73 Health & Welfare FundLocal 73 Health & Welfare Fund2023$5,333not reported in the loaded dataset

Related Form 5500 pages