Wasatch 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, Wasatch Advisors is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,374,557 and reported indirect compensation totals $7,743.
Reported compensation summary
- Reported direct compensation
- $1,374,557
- Reported indirect compensation
- $7,743
- Total reported compensation
- $1,382,300
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 Directors, Motion Picture Industry Pension | CA | 1 | $435,717 |
| Idaho Power Company | ID | 1 | $348,012 |
| Emerson Electric Company | MO | 1 | $229,207 |
| International Paper Company | TN | 1 | $122,379 |
| Tidalhealth, Inc. | MD | 1 | $106,672 |
| Sturdy Memorial Hospital Inc | MA | 1 | $87,942 |
| Mid-South Transportation Management, Inc. | TN | 1 | $52,371 |
State footprint
Plans reporting Wasatch Advisors are sponsored in TN (2), CA (1), ID (1), MA (1), MD (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Directors, Motion Picture Industry Pension | Motion Picture Industry Pension Plan | 2023 | $435,717 | not reported in the loaded dataset |
| Idaho Power Company | Retirement Plan Of Idaho Power Company | 2023 | $340,269 | $7,743 |
| Emerson Electric Company | Emerson Electric Co Retirement Master Trust | 2023 | $229,207 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Non Us Developed Equity | 2023 | $122,379 | $0 |
| Tidalhealth, Inc. | Tidalhealth Pension Plan | 2023 | $106,672 | $0 |
| Sturdy Memorial Hospital Inc | Sturdy Memorial Hospital Inc Retirement Plan | 2023 | $87,942 | not reported in the loaded dataset |
| Mid-South Transportation Management, Inc. | Mtm/Mata Employee Benefits Plan | 2023 | $52,371 | not reported in the loaded dataset |
Related Form 5500 pages
- Motion Picture Industry Pension Plan (plan 001)
- Board Of Directors, Motion Picture Industry Pension — all reported plans
- Retirement Plan Of Idaho Power Company (plan 001)
- Idaho Power Company — all reported plans
- Emerson Electric Co Retirement Master Trust (plan 121)
- Emerson Electric Company — all reported plans
- International Paper Co Ret Acct - Non Us Developed Equity (plan 227)
- International Paper Company — all reported plans
- Tidalhealth Pension Plan (plan 001)
- Tidalhealth, Inc. — all reported plans
- Sturdy Memorial Hospital Inc Retirement Plan (plan 001)
- Sturdy Memorial Hospital Inc — all reported plans
- Mtm/Mata Employee Benefits Plan (plan 001)
- Mid-South Transportation Management, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources