Plan5500

The Patriot Financial Group Insuran — 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 Patriot Financial Group Insuran 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 $94,028 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$94KDirect + indirect, across loaded filings$94,028
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$94K
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 compensation45%Intergulf Corporation
Top state share of plans33%CA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Patriot Financial Group Insuran. Bars show relative scale.

  1. 1
    Intergulf Corporation$42.1K
    TX · 1 plan(s)
  2. 2
    Vector Resources, Inc.$36.5K
    CA · 1 plan(s)
  3. 3
    Altek Electronics, Inc.$15.4K
    CT · 1 plan(s)
Geographic reach

State footprint

Where The Patriot Financial Group Insuran 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
    CA1 plan(s)
  2. 2
    CT1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting The Patriot Financial Group Insuran are sponsored, by plan count.

  1. 1
    Torrance, CA1 plan(s)
  2. 2
    Torrington, CT1 plan(s)
  3. 3
    La Porte, TX1 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
    Circon Environmental 401(K) Profit Sharing Plan$42.1K
    Intergulf Corporation, TX · Direct $42.1K · 2023
  2. 2
    Vector Resources, Inc. 401(K) Plan$36.5K
    Vector Resources, Inc., CA · Direct $36.5K · 2023
  3. 3
    Altek Company Employees Savings Trust$15.4K
    Altek Electronics, Inc., CT · Direct $15.4K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about The Patriot Financial Group Insuran?
Public Form 5500 Schedule C filings report compensation paid to The Patriot Financial Group Insuran as a plan service provider. Across loaded filings, total reported compensation is $94,028.
How many plans report The Patriot Financial Group Insuran as a service provider?
The Patriot Financial Group Insuran appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages