Systematic Financial 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, Systematic Financial Management is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,425,865 and reported indirect compensation totals $1,520.
Reported compensation summary
- Reported direct compensation
- $1,425,865
- Reported indirect compensation
- $1,520
- Total reported compensation
- $1,427,385
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Gundersen Lutheran Administrative Services, Inc. | WI | 1 | $357,249 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | MD | 1 | $251,840 |
| Atmos Energy Corporation | TX | 1 | $246,641 |
| Oshkosh Corporation | WI | 1 | $147,105 |
| Pierce Manufacturing, Inc. | WI | 1 | $138,336 |
| U.A. Plumbers & Steamfitters Local 22 Pension Fund | NY | 1 | $119,303 |
| Board Of Trustees Teamster Affiliates Pension Plan | DC | 1 | $97,608 |
| Board Of Trustees Michigan Laborers' Pension Fund | MI | 1 | $69,303 |
State footprint
Plans reporting Systematic Financial Management are sponsored in WI (3), DC (1), MD (1), MI (1), NY (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Gundersen Lutheran Administrative Services, Inc. | Gundersen Lutheran Employees' Retirement Plan | 2023 | $357,249 | not reported in the loaded dataset |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $251,840 | $0 |
| Atmos Energy Corporation | Atmos Energy Corporation Pension Account Plan | 2023 | $245,121 | $1,520 |
| Oshkosh Corporation | Oshkosh Corporation Hourly Employees' Retirement Plan | 2023 | $147,105 | not reported in the loaded dataset |
| Pierce Manufacturing, Inc. | Pierce Manufacturing Inc. Pension Plan | 2023 | $138,336 | not reported in the loaded dataset |
| U.A. Plumbers & Steamfitters Local 22 Pension Fund | U.A. Plumbers & Steamfitters Local 22 Pension Fund | 2023 | $119,303 | $0 |
| Board Of Trustees Teamster Affiliates Pension Plan | Teamster Affiliates Pension Plan | 2023 | $97,608 | $0 |
| Board Of Trustees Michigan Laborers' Pension Fund | Michigan Laborers' Pension Plan | 2023 | $69,303 | not reported in the loaded dataset |
Related Form 5500 pages
- Gundersen Lutheran Employees' Retirement Plan (plan 002)
- Gundersen Lutheran Administrative Services, Inc. — all reported plans
- Heating, Piping And Refrigeration Pension Fd Pension Fund (plan 001)
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund — all reported plans
- Atmos Energy Corporation Pension Account Plan (plan 003)
- Atmos Energy Corporation — all reported plans
- Oshkosh Corporation Hourly Employees' Retirement Plan (plan 002)
- Oshkosh Corporation — all reported plans
- Pierce Manufacturing Inc. Pension Plan (plan 001)
- Pierce Manufacturing, Inc. — all reported plans
- U.A. Plumbers & Steamfitters Local 22 Pension Fund (plan 001)
- U.A. Plumbers & Steamfitters Local 22 Pension Fund — all reported plans
- Teamster Affiliates Pension Plan (plan 333)
- Board Of Trustees Teamster Affiliates Pension Plan — all reported plans
- Michigan Laborers' Pension Plan (plan 001)
- Board Of Trustees Michigan Laborers' Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources