Valmark Advisers — 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, Valmark Advisers is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $71,199 and reported indirect compensation totals $231,033.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$302.2KDirect + indirect, across loaded filings$302,232
Plans served10
Plan sponsors10
Filings10
Direct vs. indirect compensation
Direct compensation$71.2K
Indirect compensation$231K

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 compensation17%Penobscot Community Health Center
Top state share of plans70%ME
Plan sponsors served10
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Valmark Advisers. Bars show relative scale.

  1. 1
  2. 2
    MN · 1 plan(s)
  3. 3
    OH · 1 plan(s)
  4. 4
  5. 5
  6. 6
  7. 7
    ME · 1 plan(s)
  8. 8
    ME · 1 plan(s)
  9. 9
    ME · 1 plan(s)
  10. 10
    ME · 1 plan(s)
Geographic reach

State footprint

Where Valmark Advisers 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
    ME7 plan(s)
  2. 2
    OH2 plan(s)
  3. 3
    MN1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Valmark Advisers are sponsored, by plan count.

  1. 1
    Lewiston, ME2 plan(s)
  2. 2
    Bangor, ME1 plan(s)
  3. 3
    Portland, ME1 plan(s)
  4. 4
  5. 5
    Winslow, ME1 plan(s)
  6. 6
  7. 7
    Akron, OH1 plan(s)
  8. 8
    Augusta, ME1 plan(s)
  9. 9
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Penobscot Community Health Center, ME · Direct $0 · Indirect $52.5K · 2023
  2. 2
    Braun Intertec Corporation, MN · Direct $44.9K · Indirect $69 · 2023
  3. 3
    Goettle Holding Company, Inc., OH · Direct $0 · Indirect $36.9K · 2023
  4. 4
    Androscoggin Home Care And Hospice, ME · Direct $0 · Indirect $34.2K · 2023
  5. 5
    G4 Holdings, Inc. Dba Geiger Group, ME · Direct $0 · Indirect $30K · 2023
  6. 6
    Community Support Services, Inc., OH · Direct $0 · Indirect $27.5K · 2023
  7. 7
    Johnnys Selected Seeds, ME · Direct $0 · Indirect $26.1K · 2023
  8. 8
    Charlie'S Motor Mall, Inc., ME · Direct $0 · Indirect $23.8K · 2023
  9. 9
    Preble Street, ME · Direct $20.6K · Indirect $0 · 2023
  10. 10
    Portland Air Freight, Inc., ME · Direct $5.6K · Indirect $8 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Valmark Advisers?
Public Form 5500 Schedule C filings report compensation paid to Valmark Advisers as a plan service provider. Across loaded filings, total reported compensation is $302,232.
How many plans report Valmark Advisers as a service provider?
Valmark Advisers appears on 10 loaded plan(s) across 10 sponsor(s).

Related Form 5500 pages