Summit Global Investments 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, Summit Global Investments LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $228,060 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $228,060
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $228,060
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Intermountain Health Care, Inc. | UT | 1 | $192,000 |
| Republic Airways Holdings Inc. | IN | 1 | $9,631 |
| Pepperdine University | CA | 1 | $8,888 |
| Southwest Airlines Company | TX | 1 | $6,275 |
| Southern California Gas Company | CA | 1 | $5,557 |
| Southern California Permanente Medical Group | CA | 1 | $5,267 |
| American Consolidated Natural Resources, Inc. | OH | 1 | $442 |
State footprint
Plans reporting Summit Global Investments LLC are sponsored in CA (3), IN (1), OH (1), TX (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $192,000 | not reported in the loaded dataset |
| Republic Airways Holdings Inc. | Republic Airways Holdings Inc. 401(K) Plan | 2023 | $9,631 | not reported in the loaded dataset |
| Pepperdine University | Pepperdine University Retirement Plan | 2023 | $8,888 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $6,275 | not reported in the loaded dataset |
| Southern California Gas Company | Southern California Gas Company Retirement Savings Plan | 2023 | $5,557 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | The 401(K) Plan For Permanente Medical Groups | 2023 | $5,267 | not reported in the loaded dataset |
| American Consolidated Natural Resources, Inc. | American Consolidated Natural Resources, Inc. Savings And Security Plan | 2023 | $442 | not reported in the loaded dataset |
Related Form 5500 pages
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Republic Airways Holdings Inc. 401(K) Plan (plan 001)
- Republic Airways Holdings Inc. — all reported plans
- Pepperdine University Retirement Plan (plan 001)
- Pepperdine University — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Southern California Gas Company Retirement Savings Plan (plan 002)
- Southern California Gas Company — all reported plans
- The 401(K) Plan For Permanente Medical Groups (plan 009)
- Southern California Permanente Medical Group — all reported plans
- American Consolidated Natural Resources, Inc. Savings And Security Plan (plan 001)
- American Consolidated Natural Resources, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources