Trusteed Retirement Program — 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, Trusteed Retirement Program is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $95,054 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $95,054
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $95,054
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| United Nations Federal Credit Union | NY | 1 | $20,329 |
| Sandia Laboratory Federal Credit Union | NM | 1 | $17,684 |
| Nusenda Federal Credit Union | NM | 1 | $13,415 |
| First Community Credit Union | MO | 1 | $10,024 |
| St Mary'S Bank | NH | 1 | $7,172 |
| Shell Federal Credit Union | TX | 1 | $6,790 |
| Securityplus Federal Credit Union | MD | 1 | $5,337 |
| Floridacentral Credit Union | FL | 1 | $3,075 |
| St Louis Community Credit Union | MO | 1 | $2,889 |
| Summit Credit Union | WI | 1 | $2,597 |
State footprint
Plans reporting Trusteed Retirement Program are sponsored in NM (2), MO (2), TX (2), WI (2), NY (1), NH (1), FL (1), MD (1), AZ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Nations Federal Credit Union | United Nations Federal Credit Union Cash Balance Retirement Pension Plan | 2023 | $20,329 | not reported in the loaded dataset |
| Sandia Laboratory Federal Credit Union | Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan | 2023 | $17,684 | not reported in the loaded dataset |
| Nusenda Federal Credit Union | Nusenda Federal Credit Union Cash Balance Defined Benefit Plan | 2023 | $13,415 | not reported in the loaded dataset |
| First Community Credit Union | First Community Credit Union Retirement Pension Plan | 2023 | $10,024 | not reported in the loaded dataset |
| St Mary'S Bank | St Mary'S Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan | 2023 | $7,172 | not reported in the loaded dataset |
| Shell Federal Credit Union | Shell Federal Credit Union Retirement Pension Plan | 2023 | $6,790 | not reported in the loaded dataset |
| Securityplus Federal Credit Union | Securityplus Federal Credit Union Retirement Pension Plan | 2023 | $5,337 | not reported in the loaded dataset |
| Floridacentral Credit Union | Floridacentral Credit Union Cash Balance Retirement Pension Plan | 2023 | $3,075 | not reported in the loaded dataset |
| St Louis Community Credit Union | St Louis Community Credit Union Cash Balance Retirement Pension Plan | 2023 | $2,889 | not reported in the loaded dataset |
| Summit Credit Union | Summit Credit Union Retirement Pension Plan | 2023 | $2,597 | not reported in the loaded dataset |
| Superior Choice Credit Union | Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust | 2023 | $2,053 | not reported in the loaded dataset |
| First Credit Union | First Credit Union Cash Balance Defined Benefit Retirement Pension Plan | 2023 | $2,035 | not reported in the loaded dataset |
| Security First Federal Credit Union | Security First Federal Credit Union Retirement Pension Plan | 2023 | $1,654 | not reported in the loaded dataset |
Related Form 5500 pages
- United Nations Federal Credit Union Cash Balance Retirement Pension Plan (plan 022)
- United Nations Federal Credit Union — all reported plans
- Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan (plan 001)
- Sandia Laboratory Federal Credit Union — all reported plans
- Nusenda Federal Credit Union Cash Balance Defined Benefit Plan (plan 001)
- Nusenda Federal Credit Union — all reported plans
- First Community Credit Union Retirement Pension Plan (plan 001)
- First Community Credit Union — all reported plans
- St Mary'S Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan (plan 001)
- St Mary'S Bank — all reported plans
- Shell Federal Credit Union Retirement Pension Plan (plan 022)
- Shell Federal Credit Union — all reported plans
- Securityplus Federal Credit Union Retirement Pension Plan (plan 001)
- Securityplus Federal Credit Union — all reported plans
- Floridacentral Credit Union Cash Balance Retirement Pension Plan (plan 022)
- Floridacentral Credit Union — all reported plans
- St Louis Community Credit Union Cash Balance Retirement Pension Plan (plan 001)
- St Louis Community Credit Union — all reported plans
- Summit Credit Union Retirement Pension Plan (plan 001)
- Summit Credit Union — all reported plans
- Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust (plan 001)
- Superior Choice Credit Union — all reported plans
- First Credit Union Cash Balance Defined Benefit Retirement Pension Plan (plan 002)
- First Credit Union — all reported plans
- Security First Federal Credit Union Retirement Pension Plan (plan 022)
- Security First Federal Credit Union — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources