Wcm Investment Management — 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, Wcm Investment Management is reported as a service provider on 20 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,503,353 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,503,353
- Reported indirect compensation
- $0
- Total reported compensation
- $3,503,353
- Filings
- 20
- Plan sponsors
- 20
- Plans
- 20
- 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 |
|---|---|---|---|
| H. E. Butt Grocery Company | TX | 1 | $642,827 |
| Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 1 | $407,296 |
| Trustees Of Michigan Electrical Employees' Pension Fund | MI | 1 | $402,355 |
| Iron Workers District Council Phila Vicinity Retirement And Pension | NJ | 1 | $346,093 |
| Trustees Local 338 Retirement Fund | NY | 1 | $318,413 |
| Wec Energy Group, Inc. | WI | 1 | $278,841 |
| Wec Energy Group, Inc. | WI | 1 | $201,774 |
| American Commercial Barge Line LLC | IN | 1 | $199,798 |
| Stoel Rives Llp | OR | 1 | $185,381 |
| Roofers Local 149 Pension Fund | MI | 1 | $135,345 |
State footprint
Plans reporting Wcm Investment Management are sponsored in WI (4), MI (3), NJ (3), MN (1), AZ (1), OH (1), OR (1), TN (1), TX (1), WA (1), NY (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| H. E. Butt Grocery Company | H-E-B Savings & Retirement Plan | 2023 | $642,827 | not reported in the loaded dataset |
| Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | Sheet Metal Workers Local Union No. 80 Pension Fund | 2023 | $407,296 | not reported in the loaded dataset |
| Trustees Of Michigan Electrical Employees' Pension Fund | Michigan Electrical Employees' Pension Plan | 2023 | $402,355 | $0 |
| Iron Workers District Council Phila Vicinity Retirement And Pension | Iron Workers Pension Plan | 2023 | $346,093 | not reported in the loaded dataset |
| Trustees Local 338 Retirement Fund | Local 338 Retirement Fund | 2023 | $318,413 | $0 |
| Wec Energy Group, Inc. | Integrys Energy Group Master Retirement Trust | 2023 | $278,841 | not reported in the loaded dataset |
| Wec Energy Group, Inc. | Wec Energy Group Master Retirement Trust | 2023 | $201,774 | not reported in the loaded dataset |
| American Commercial Barge Line LLC | American Commercial Barge Line LLC Pension Plan | 2023 | $199,798 | $0 |
| Stoel Rives Llp | Stoel Rives Retirement Plan | 2023 | $185,381 | not reported in the loaded dataset |
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | 2023 | $135,345 | not reported in the loaded dataset |
| Providence Health & Services | Providence Health & Services And Swedish Health Services Master Retirement Trust | 2023 | $108,029 | not reported in the loaded dataset |
| Ibew Local 269 Pension Fund | Ibew Local 269 Pension Plan | 2023 | $85,197 | not reported in the loaded dataset |
| B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan | Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan | 2023 | $62,069 | not reported in the loaded dataset |
| Museum Associates, D/B/A Los Angeles County Museum Of Art | Retirement Plan For The Employees Of Museum Associates | 2023 | $41,564 | not reported in the loaded dataset |
| Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla | Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund | 2023 | $26,457 | $0 |
| Wec Energy Group, Inc. | Wec Energy Group Retiree Welfare Plan | 2023 | $18,302 | not reported in the loaded dataset |
| Wisconsin Public Service Corporation (Wpsc) | Wisconsin Public Service Corporation Non-Administrative Employees' Health Care Plan | 2023 | $18,263 | not reported in the loaded dataset |
| Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa | Local Union 1158 I.B.E.W. Pension Fund - Pa | 2023 | $17,394 | $0 |
| Thompson Machinery Commerce Corp | Thompson Machinery Commerce Corp Profit Sharing & 401(K) Plan | 2023 | $7,955 | $0 |
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | Local No. 8 Ibew Retirement Plan & Trust | 2023 | $0 | $0 |
Related Form 5500 pages
- H-E-B Savings & Retirement Plan (plan 001)
- H. E. Butt Grocery Company — all reported plans
- Sheet Metal Workers Local Union No. 80 Pension Fund (plan 001)
- Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund — all reported plans
- Michigan Electrical Employees' Pension Plan (plan 001)
- Trustees Of Michigan Electrical Employees' Pension Fund — all reported plans
- Iron Workers Pension Plan (plan 001)
- Iron Workers District Council Phila Vicinity Retirement And Pension — all reported plans
- Local 338 Retirement Fund (plan 001)
- Trustees Local 338 Retirement Fund — all reported plans
- Integrys Energy Group Master Retirement Trust (plan 001)
- Wec Energy Group, Inc. — all reported plans
- Wec Energy Group Master Retirement Trust (plan 048)
- Wec Energy Group, Inc. — all reported plans
- American Commercial Barge Line LLC Pension Plan (plan 003)
- American Commercial Barge Line LLC — all reported plans
- Stoel Rives Retirement Plan (plan 333)
- Stoel Rives Llp — all reported plans
- Roofers Local 149 Pension Fund (plan 001)
- Roofers Local 149 Pension Fund — all reported plans
- Providence Health & Services And Swedish Health Services Master Retirement Trust (plan 001)
- Providence Health & Services — all reported plans
- Ibew Local 269 Pension Plan (plan 001)
- Ibew Local 269 Pension Fund — all reported plans
- Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan (plan 001)
- B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan — all reported plans
- Retirement Plan For The Employees Of Museum Associates (plan 001)
- Museum Associates, D/B/A Los Angeles County Museum Of Art — all reported plans
- Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund (plan 501)
- Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla — all reported plans
- Wec Energy Group Retiree Welfare Plan (plan 544)
- Wec Energy Group, Inc. — all reported plans
- Wisconsin Public Service Corporation Non-Administrative Employees' Health Care Plan (plan 512)
- Wisconsin Public Service Corporation (Wpsc) — all reported plans
- Local Union 1158 I.B.E.W. Pension Fund - Pa (plan 001)
- Board Of Trustees Of The Local Union 1158 I.B.E.W. Pension Fund-Pa — all reported plans
- Thompson Machinery Commerce Corp Profit Sharing & 401(K) Plan (plan 001)
- Thompson Machinery Commerce Corp — all reported plans
- Local No. 8 Ibew Retirement Plan & Trust (plan 001)
- Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources