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U.S. Real Estate Investment Fund — 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, U.S. Real Estate Investment Fund 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 $348,881 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$348.9KDirect + indirect, across loaded filings$348,881
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$348.9K
Indirect compensation$0

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 compensation82%United Food And Commercial Workers Employers Pension Plan
Top state share of plans33%MA
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to U.S. Real Estate Investment Fund. Bars show relative scale.

  1. 1
    United Food And Commercial Workers Employers Pension Plan$286K
    WI · 1 plan(s)
  2. 2
    Board Of Trustees Sheet Metal, Air Youngstown District$47.3K
    OH · 1 plan(s)
  3. 3
    Roofers Union Local No. 33 Insurance Fund$15.6K
    MA · 1 plan(s)
Geographic reach

State footprint

Where U.S. Real Estate Investment Fund 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
    MA1 plan(s)
  2. 2
    OH1 plan(s)
  3. 3
    WI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting U.S. Real Estate Investment Fund are sponsored, by plan count.

  1. 1
    Stoughton, MA1 plan(s)
  2. 2
    Canfield, OH1 plan(s)
  3. 3
    Greendale, WI1 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
    United Food And Commercial Workers Unions And Employers Pension Plan$286K
    United Food And Commercial Workers Employers Pension Plan, WI · Direct $286K · 2023
  2. 2
    Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund$47.3K
    Board Of Trustees Sheet Metal, Air Youngstown District, OH · Direct $47.3K · 2023
  3. 3
    Roofers Union Local No. 33 Insurance Fund$15.6K
    Roofers Union Local No. 33 Insurance Fund, MA · Direct $15.6K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about U.S. Real Estate Investment Fund?
Public Form 5500 Schedule C filings report compensation paid to U.S. Real Estate Investment Fund as a plan service provider. Across loaded filings, total reported compensation is $348,881.
How many plans report U.S. Real Estate Investment Fund as a service provider?
U.S. Real Estate Investment Fund appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages