The Concord Advisory Group, Ltd. — 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, The Concord Advisory Group, Ltd. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $307,765 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $307,765
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $307,765
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Havas North America, Inc. | NY | 1 | $200,182 |
| Atlanticare Health System, Inc. | NJ | 1 | $66,306 |
| Immaculata University | PA | 1 | $25,125 |
| Bear River Mutual Insurance Company | UT | 1 | $16,152 |
State footprint
Plans reporting The Concord Advisory Group, Ltd. are sponsored in NJ (1), NY (1), PA (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Havas North America, Inc. | Havas North America 401(K) Retirement Plan | 2023 | $200,182 | not reported in the loaded dataset |
| Atlanticare Health System, Inc. | The Atlanticare Health System, Inc. Pension Plan | 2023 | $66,306 | not reported in the loaded dataset |
| Immaculata University | Immaculata University Defined Contribution Retirement Plan | 2023 | $25,125 | not reported in the loaded dataset |
| Bear River Mutual Insurance Company | Bear River Mutual Insurance Company Defined Benefit Plan | 2023 | $16,152 | not reported in the loaded dataset |
Related Form 5500 pages
- Havas North America 401(K) Retirement Plan (plan 002)
- Havas North America, Inc. — all reported plans
- The Atlanticare Health System, Inc. Pension Plan (plan 001)
- Atlanticare Health System, Inc. — all reported plans
- Immaculata University Defined Contribution Retirement Plan (plan 001)
- Immaculata University — all reported plans
- Bear River Mutual Insurance Company Defined Benefit Plan (plan 001)
- Bear River Mutual Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources