Ullico Investment Advisors — 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, Ullico Investment Advisors is reported as a service provider on 27 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,261,213 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,261,213
- Reported indirect compensation
- $0
- Total reported compensation
- $8,261,213
- Filings
- 27
- Plan sponsors
- 27
- Plans
- 27
- 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 |
|---|---|---|---|
| Board Of Trustees Of The Laborers National Pension Fund | TX | 1 | $1,760,023 |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 1 | $1,331,769 |
| National Roofing Industry Pension Fund Wilson-Mcshane Corporation | MN | 1 | $637,618 |
| Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund | MD | 1 | $527,407 |
| Board Of Trustees Steamfitters Industry Pension Fund | NY | 1 | $505,686 |
| Steamfitters Industry Security Benefit Fund Board Of Trustees | NY | 1 | $487,708 |
| Board Of Trustees Of Boilermakers | MO | 1 | $487,509 |
| Board Of Trustees Of Metal Lathers Local 46 Pension Fund | NY | 1 | $424,530 |
| Metal Trades Branch Local 638 Pension Fund | NY | 1 | $330,378 |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | TN | 1 | $317,269 |
State footprint
Plans reporting Ullico Investment Advisors are sponsored in NY (7), TN (3), IL (3), NJ (2), MI (2), MO (2), MD (2), WI (1), CT (1), MN (1), OH (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The Laborers National Pension Fund | Laborers National Pension Fund | 2023 | $1,760,023 | $0 |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | Chicago & Vicinity Laborers' District Council Pension Plan | 2023 | $1,331,769 | not reported in the loaded dataset |
| National Roofing Industry Pension Fund Wilson-Mcshane Corporation | National Roofing Industry Pension Fund | 2023 | $637,618 | not reported in the loaded dataset |
| Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund | Neca/Ibew Family Medical Care Trust Fund | 2023 | $527,407 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Industry Pension Fund | Steamfitters Industry Pension Fund | 2023 | $505,686 | not reported in the loaded dataset |
| Steamfitters Industry Security Benefit Fund Board Of Trustees | Steamfitters Industry Security Benefit Fund | 2023 | $487,708 | not reported in the loaded dataset |
| Board Of Trustees Of Boilermakers | Boilermakers National Health & Welfare Fund | 2023 | $487,509 | not reported in the loaded dataset |
| Board Of Trustees Of Metal Lathers Local 46 Pension Fund | Metal Lathers Local 46 Pension Fund | 2023 | $424,530 | $0 |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | 2023 | $330,378 | not reported in the loaded dataset |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | Southeastern Carpenters And Millwrights Pension Plan | 2023 | $317,269 | not reported in the loaded dataset |
| Connecticut Laborers' Pension Fund Board Of Trustees | Connecticut Laborers' Pension Plan | 2023 | $278,406 | not reported in the loaded dataset |
| Board Of Trustees Of Local 1205 Pension Fund | Local 1205 Pension Fund | 2023 | $207,455 | not reported in the loaded dataset |
| Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu | Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund | 2023 | $174,669 | not reported in the loaded dataset |
| Trustees Of Local No. 41 Pension Plan | Local No. 41 Ibew Pension Plan | 2023 | $108,181 | not reported in the loaded dataset |
| Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund | Refrigeration, A/C & Service Div. (Ua-Nj) Pension Plan | 2023 | $103,638 | not reported in the loaded dataset |
| Board Of Trustees Of Retail Wholesale & Dept Store | Retail, Wholesale & Department Store International Union And Industry Pension Fund | 2023 | $81,272 | not reported in the loaded dataset |
| Trustees Of Southern Illinois Laborers & Employers Annuity Fund | Southern Illinois Laborers & Employers Annuity Fund | 2023 | $76,282 | not reported in the loaded dataset |
| Ibew Union Local 129 | Ibew Local 129 Pension Fund Pension Plan | 2023 | $75,112 | not reported in the loaded dataset |
| Board Of Trustees Of Kansas City Cement Masons Pension Fund | Kansas City Cement Masons Pension Fund | 2023 | $66,688 | not reported in the loaded dataset |
| Millwrights & Machinery Erectors Local 1192 Defined Contribution Pensi | Millwrights & Machinery Erectors Local 1192 Defined Contribution Pension Plan | 2023 | $63,876 | not reported in the loaded dataset |
| Plumbers 267 Pension Fund Local 267 Pension Fund | Plumbers & Steamfitters Local 267 Pension Fund | 2023 | $50,049 | not reported in the loaded dataset |
| I.B.E.W. Local 540 Pension Fund | I.B.E.W. Local 540 Pension Fund | 2023 | $45,366 | not reported in the loaded dataset |
| Mid-South Regional Council Local 318 Money Purchase Pension Trust | Mid-South Regional Council Local 318 Money | 2023 | $39,923 | not reported in the loaded dataset |
| Plumbers Local 9 Pension Fund | Plumbers Local 9 Pension Plan | 2023 | $33,406 | not reported in the loaded dataset |
| Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen | Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust | 2023 | $18,548 | $0 |
| Board Of Trustees Of The Ibew Local No. 32 - Neca Pension Plan | Ibew Local No. 32 - Neca Pension Plan | 2023 | $18,218 | not reported in the loaded dataset |
| Graphic Communications Benevolent Trust Fund | Graphic Communications Benevolent Trust Fund | 2023 | $10,227 | not reported in the loaded dataset |
Related Form 5500 pages
- Laborers National Pension Fund (plan 001)
- Board Of Trustees Of The Laborers National Pension Fund — all reported plans
- Chicago & Vicinity Laborers' District Council Pension Plan (plan 002)
- Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund — all reported plans
- National Roofing Industry Pension Fund (plan 001)
- National Roofing Industry Pension Fund Wilson-Mcshane Corporation — all reported plans
- Neca/Ibew Family Medical Care Trust Fund (plan 501)
- Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund — all reported plans
- Steamfitters Industry Pension Fund (plan 001)
- Board Of Trustees Steamfitters Industry Pension Fund — all reported plans
- Steamfitters Industry Security Benefit Fund (plan 504)
- Steamfitters Industry Security Benefit Fund Board Of Trustees — all reported plans
- Boilermakers National Health & Welfare Fund (plan 501)
- Board Of Trustees Of Boilermakers — all reported plans
- Metal Lathers Local 46 Pension Fund (plan 001)
- Board Of Trustees Of Metal Lathers Local 46 Pension Fund — all reported plans
- Metal Trades Branch Local 638 Pension Fund (plan 001)
- Metal Trades Branch Local 638 Pension Fund — all reported plans
- Southeastern Carpenters And Millwrights Pension Plan (plan 002)
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan — all reported plans
- Connecticut Laborers' Pension Plan (plan 001)
- Connecticut Laborers' Pension Fund Board Of Trustees — all reported plans
- Local 1205 Pension Fund (plan 001)
- Board Of Trustees Of Local 1205 Pension Fund — all reported plans
- Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund (plan 001)
- Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu — all reported plans
- Local No. 41 Ibew Pension Plan (plan 001)
- Trustees Of Local No. 41 Pension Plan — all reported plans
- Refrigeration, A/C & Service Div. (Ua-Nj) Pension Plan (plan 001)
- Refrigeration, A/C & Service Div. (Ua-Nj) Pension Fund — all reported plans
- Retail, Wholesale & Department Store International Union And Industry Pension Fund (plan 001)
- Board Of Trustees Of Retail Wholesale & Dept Store — all reported plans
- Southern Illinois Laborers & Employers Annuity Fund (plan 001)
- Trustees Of Southern Illinois Laborers & Employers Annuity Fund — all reported plans
- Ibew Local 129 Pension Fund Pension Plan (plan 001)
- Ibew Union Local 129 — all reported plans
- Kansas City Cement Masons Pension Fund (plan 001)
- Board Of Trustees Of Kansas City Cement Masons Pension Fund — all reported plans
- Millwrights & Machinery Erectors Local 1192 Defined Contribution Pension Plan (plan 001)
- Millwrights & Machinery Erectors Local 1192 Defined Contribution Pensi — all reported plans
- Plumbers & Steamfitters Local 267 Pension Fund (plan 001)
- Plumbers 267 Pension Fund Local 267 Pension Fund — all reported plans
- I.B.E.W. Local 540 Pension Fund (plan 001)
- I.B.E.W. Local 540 Pension Fund — all reported plans
- Mid-South Regional Council Local 318 Money (plan 001)
- Mid-South Regional Council Local 318 Money Purchase Pension Trust — all reported plans
- Plumbers Local 9 Pension Plan (plan 001)
- Plumbers Local 9 Pension Fund — all reported plans
- Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust (plan 001)
- Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources